Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLGMX (JPMORGAN LARGE CAP GROWTH FUND CLASS R6) | 3.19% | 15.13% | 21.22% | 12.27% | 19.70% | 16.85% | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLGMX (JPMORGAN LARGE CAP GROWTH FUND CLASS R6) | 12/07/2010 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.71 | 15.13 | 21.22 | 12.27 | 19.70 | 16.85 | NA | … | … | 3.19 | 14.38 | 34.16 | 34.95 | -25.20 | 18.48 | 56.39 | 39.47 | 0.74 | 38.41 | -1.76 | 7.82 | 11.13 | 33.03 | 12.37 | 3.18 | 1.60 |
| Sharpe Ratio | NA | 0.85 | 0.97 | 0.49 | 0.82 | NA | NA | … | … | 0.29 | 0.52 | 1.65 | 1.88 | -1.03 | 0.95 | 1.51 | 2.23 | -0.03 | 3.75 | -0.13 | 0.44 | 0.70 | 2.51 | 0.81 | 0.13 | 5.32 |
| Standard Deviation(%) | NA | 16.09 | 19.11 | 20.26 | 21.67 | NA | NA | … | … | 17.25 | 22.01 | 18.55 | 16.77 | 25.89 | 19.34 | 37.04 | 17.02 | 23.56 | 10.10 | 15.24 | 17.60 | 15.77 | 13.14 | 15.30 | 23.82 | 4.97 |
| Draw Down(%) | NA | 16.73 | 21.47 | 31.13 | 31.82 | NA | NA | … | … | 12.56 | 21.47 | 13.17 | 11.68 | 29.46 | 12.88 | 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 | 11.12 | 6.35 | 6.51 | 13.07 | 14.68 | 11.31 | … | … | 0.00 | 11.38 | 1.57 | 0.42 | 2.50 | 14.97 | 7.51 | 15.61 | 13.48 | 17.20 | 8.92 | 4.58 | 1.95 | 0.12 | 0.69 | 0.08 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/07/2010
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) |
5.52%
Sep 2020 – Sep 2023 |
9.56%
Feb 2011 – Feb 2016 |
14.64%
Oct 2013 – Oct 2023 |
15.61%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGMX (JPMORGAN LARGE CAP GROWTH FUND CLASS R6) |
37.23%
Dec 2018 – Dec 2021 |
29.22%
Dec 2016 – Dec 2021 |
20.43%
Sep 2011 – Sep 2021 |
16.68%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart