Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLGQX (JPMORGAN LARGE CAP GROWTH FUND CLASS R4) | -7.34% | 9.43% | 13.06% | 12.49% | NA | NA | NA | 17.22% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLGQX (JPMORGAN LARGE CAP GROWTH FUND CLASS R4) | 09/12/2016 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 09/12/2016.
AR inception is since 09/12/2016.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.67 | 9.43 | 13.06 | 12.49 | NA | NA | NA | 17.22 | -7.34 | 32.56 | 34.61 | -27.49 | 2.95 | 48.06 | 39.17 | 0.47 | 37.99 | 1.11 |
| Sharpe Ratio | NA | 0.22 | 0.39 | 0.43 | NA | NA | NA | 0.60 | -0.75 | 1.40 | 1.83 | -1.12 | 0.12 | 1.27 | 2.22 | -0.04 | 3.70 | 0.29 |
| Standard Deviation(%) | NA | 23.83 | 21.75 | 23.26 | NA | NA | NA | 23.23 | 32.39 | 18.61 | 16.78 | 25.98 | 24.98 | 37.44 | 17.02 | 23.56 | 10.15 | 11.87 |
| Draw Down(%) | NA | 21.51 | 21.51 | 40.09 | NA | NA | NA | 40.09 | 21.51 | 13.20 | 11.75 | 29.54 | 19.48 | 31.84 | 8.12 | 25.47 | 3.39 | 4.30 |
| Yield(%) | 0.00 | 0.00 | 0.18 | 0.16 | 5.69 | 3.79 | 2.85 | 7.11 | 0.00 | 0.00 | 0.20 | 0.29 | 0.00 | 0.13 | 15.94 | 13.74 | 17.51 | 9.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGQX (JPMORGAN LARGE CAP GROWTH FUND CLASS R4) |
-2.15%
Sep 2020 - Sep 2023 |
8.14%
Feb 2018 - Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGQX (JPMORGAN LARGE CAP GROWTH FUND CLASS R4) |
30.72%
Aug 2017 - Aug 2020 |
27.49%
Nov 2016 - Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart