Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JXGAX (JPMORGAN ACCESS GROWTH FUND CLASS A) | NA | 680,431.57% | 1,777.58% | 514.16% | 153.04% | NA | NA | … | … |
Data as of 05/16/2024, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JXGAX (JPMORGAN ACCESS GROWTH FUND CLASS A) | 01/06/2010 | 05/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 574,186.28 | 680,431.57 | 1,777.58 | 514.16 | 153.04 | NA | NA | … | … | 612,824.57 | 18.49 | -16.91 | 18.62 | 11.37 | 22.17 | -8.15 | 17.08 | 4.85 | -2.23 | 0.59 | 16.31 | 11.23 | -7.36 | 6.72 |
| Sharpe Ratio | NA | 786.21 | 3.55 | 1.32 | 0.55 | NA | NA | … | … | 789,827,190.21 | 1.36 | -0.99 | 1.88 | 0.47 | 2.32 | -0.78 | 3.21 | 0.41 | -0.18 | 0.07 | 1.86 | 1.19 | -0.39 | 0.52 |
| Standard Deviation(%) | NA | 865.46 | 499.85 | 387.50 | 274.26 | NA | NA | … | … | 1,409.49 | 10.54 | 18.62 | 9.91 | 23.57 | 8.95 | 12.10 | 5.15 | 11.27 | 12.36 | 8.77 | 8.74 | 9.50 | 18.95 | 13.00 |
| Draw Down(%) | NA | 8.78 | 23.01 | 27.05 | 27.05 | NA | NA | … | … | 4.49 | 8.78 | 23.01 | 4.38 | 27.05 | 4.61 | 16.62 | 1.70 | 9.69 | 11.67 | 8.95 | 7.29 | 8.92 | 20.28 | 11.91 |
| Yield(%) | 100.08 | 117.99 | 37.77 | 29.19 | 16.39 | 13.33 | 10.00 | … | … | 107.50 | 6.29 | 3.88 | 7.83 | 6.67 | 4.90 | 5.34 | 7.56 | 1.01 | 3.81 | 6.98 | 5.37 | 0.65 | 4.33 | 0.69 |
Data as of 05/16/2024, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXGAX (JPMORGAN ACCESS GROWTH FUND CLASS A) |
1.03%
Dec 2013 – Dec 2016 |
1.65%
Feb 2011 – Feb 2016 |
3.69%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXGAX (JPMORGAN ACCESS GROWTH FUND CLASS A) |
17.30%
Dec 2018 – Dec 2021 |
11.66%
Dec 2016 – Dec 2021 |
8.76%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart