Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
JLGMX (JPMORGAN LARGE CAP GROWTH FUND CLASS R6) -7.21% 11.89% 13.21% 12.69% 13.64% NA NA 14.57%
More Performance Analytics Comparison
Name Start Date End Date
JLGMX (JPMORGAN LARGE CAP GROWTH FUND CLASS R6) 12/07/2010 04/25/2025
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/07/2010.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 7.74 11.89 13.21 12.69 13.64 NA NA 14.57 -7.21 32.94 34.95 -27.20 3.84 48.74 39.47 0.74 38.41 -1.76 7.82 11.13 33.03 12.37 3.18 1.60
Sharpe Ratio NA 0.23 0.41 0.45 0.53 NA NA 0.62 -0.75 1.42 1.85 -1.10 0.16 1.29 2.24 -0.02 3.76 -0.13 0.44 0.70 2.51 0.81 0.13 5.33
Standard Deviation(%) NA 23.83 21.74 23.17 22.51 NA NA 21.01 32.39 18.61 16.77 25.96 24.59 37.44 17.02 23.56 10.10 15.24 17.60 15.77 13.14 15.30 23.82 4.97
Draw Down(%) NA 21.47 21.47 39.64 39.64 NA NA 39.64 21.47 13.17 11.68 29.46 18.96 31.82 8.07 25.41 3.37 16.46 13.57 11.03 7.57 11.46 17.24 0.66
Yield(%) 0.00 0.25 0.40 0.34 5.79 7.29 5.47 7.81 0.00 0.28 0.42 0.44 0.00 0.18 15.61 13.48 17.20 8.92 4.58 1.95 0.12 0.69 0.08 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JLGMX (JPMORGAN LARGE CAP GROWTH FUND CLASS R6) -1.59%
Sep 2020 - Sep 2023 		8.61%
Feb 2018 - Feb 2023 		12.26%
Oct 2013 - Oct 2023 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JLGMX (JPMORGAN LARGE CAP GROWTH FUND CLASS R6) 31.07%
Aug 2017 - Aug 2020 		27.87%
Nov 2016 - Nov 2021 		19.83%
Sep 2011 - Sep 2021 		0.00%
NA
Annualized Rolling Returns Comparison Chart