Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSNGX (JPMORGAN MID CAP EQUITY FUND SELECT CLASS) | 5.95% | 12.64% | 12.87% | 3.74% | 8.69% | 9.82% | 8.59% | … | … |
Data as of 06/05/2026, Common starting date is 01/10/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSNGX (JPMORGAN MID CAP EQUITY FUND SELECT CLASS) | 01/10/1997 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | 12.64 | 12.87 | 3.74 | 8.69 | 9.82 | 8.59 | … | … | 5.95 | 6.09 | 14.00 | 16.15 | -17.88 | 11.50 | 10.00 | 32.72 | -8.20 | 21.35 | 7.33 | 0.06 | 12.79 | 36.74 | 18.11 | -1.80 | 24.01 | 34.20 | -38.58 | 9.44 | 14.23 | 9.56 | 19.16 | 32.28 | -13.34 | -3.95 | 13.81 | 25.16 | 16.22 | 13.14 |
| Sharpe Ratio | NA | 0.80 | 0.65 | 0.07 | 0.36 | NA | NA | … | … | 0.87 | 0.18 | 0.82 | 0.84 | -0.79 | 0.63 | 0.25 | 2.38 | -0.58 | 2.54 | 0.47 | 0.00 | 0.98 | 3.02 | 1.29 | -0.07 | 1.20 | 1.17 | -0.95 | 0.41 | 0.93 | 0.65 | 1.52 | 2.17 | -0.65 | -0.31 | 0.37 | 1.16 | 0.51 | 0.54 |
| Standard Deviation(%) | NA | 12.51 | 14.87 | 17.75 | 19.54 | NA | NA | … | … | 13.67 | 18.03 | 12.72 | 14.95 | 24.44 | 18.08 | 38.68 | 13.15 | 16.47 | 8.20 | 15.30 | 14.84 | 13.04 | 12.14 | 14.16 | 26.54 | 19.98 | 29.21 | 41.32 | 15.53 | 11.62 | 11.23 | 11.96 | 14.58 | 22.19 | 20.73 | 26.02 | 18.81 | 25.10 | 18.26 |
| Draw Down(%) | NA | 8.24 | 20.61 | 30.37 | 38.33 | NA | NA | … | … | 8.24 | 18.96 | 7.17 | 12.78 | 23.02 | 14.16 | 38.33 | 6.47 | 21.88 | 3.12 | 14.93 | 12.68 | 9.43 | 6.07 | 10.24 | 24.25 | 16.01 | 25.03 | 51.54 | 9.87 | 9.59 | 6.83 | 9.20 | 10.78 | 26.45 | 23.67 | 11.78 | 10.77 | 35.87 | 16.91 |
| Yield(%) | 0.00 | 6.16 | 4.52 | 2.36 | 4.93 | 6.61 | 6.03 | … | … | 0.00 | 6.15 | 4.96 | 0.57 | 0.39 | 0.17 | 0.42 | 10.48 | 10.50 | 6.61 | 3.55 | 4.90 | 5.25 | 10.41 | 1.51 | 0.54 | 0.36 | 1.19 | 4.50 | 18.91 | 8.91 | 11.05 | 12.16 | 4.18 | 4.05 | 0.66 | 20.06 | 27.30 | 2.50 | 8.65 |
Data as of 06/05/2026, Common starting date is 01/10/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSNGX (JPMORGAN MID CAP EQUITY FUND SELECT CLASS) |
-14.56%
Feb 2006 – Feb 2009 |
-4.09%
Feb 2004 – Feb 2009 |
3.47%
Aug 2000 – Aug 2010 |
6.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSNGX (JPMORGAN MID CAP EQUITY FUND SELECT CLASS) |
28.59%
Feb 2009 – Feb 2012 |
26.37%
Feb 2009 – Feb 2014 |
17.14%
Feb 2009 – Feb 2019 |
13.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart