Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGRQX (JPMORGAN SMALL CAP GROWTH FUND CLASS R3) | 18.88% | 32.74% | 13.33% | 0.63% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGRQX (JPMORGAN SMALL CAP GROWTH FUND CLASS R3) | 08/01/2017 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.16 | 32.74 | 13.33 | 0.63 | NA | NA | NA | … | … | 18.88 | 6.17 | 12.47 | 13.90 | -32.47 | -6.15 | 59.14 | 37.14 | -4.65 | 14.98 |
| Sharpe Ratio | NA | 1.28 | 0.45 | -0.07 | NA | NA | NA | … | … | 1.50 | 0.13 | 0.42 | 0.50 | -0.95 | -0.26 | 1.43 | 1.98 | -0.27 | 3.20 |
| Standard Deviation(%) | NA | 22.25 | 23.07 | 25.72 | NA | NA | NA | … | … | 25.68 | 25.56 | 20.83 | 20.54 | 35.66 | 24.15 | 41.12 | 18.02 | 22.46 | 12.21 |
| Draw Down(%) | NA | 14.36 | 29.27 | 45.34 | NA | NA | NA | … | … | 14.36 | 28.44 | 12.63 | 22.64 | 37.33 | 19.57 | 40.19 | 10.44 | 29.65 | 3.36 |
| Yield(%) | 0.00 | 7.73 | 3.01 | 3.73 | 7.27 | 4.85 | 3.63 | … | … | 0.00 | 7.34 | 0.58 | 0.00 | 0.32 | 13.08 | 10.64 | 8.21 | 12.37 | 8.77 |
Data as of 06/11/2026, Common starting date is 08/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGRQX (JPMORGAN SMALL CAP GROWTH FUND CLASS R3) |
-11.02%
Jan 2021 – Jan 2024 |
-2.93%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGRQX (JPMORGAN SMALL CAP GROWTH FUND CLASS R3) |
27.67%
Dec 2017 – Dec 2020 |
9.52%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart