JGRJX
JPMorgan Growth Advantage Fund Class R2
Mutual fund
$39.16+0.45 (+1.16%)Close Oct 2, 2026
Jul 31, 2017 – Oct 2, 2026, Dividends reinvested
- Final balance
- $41,590
- CAGR
- +16.81%
- Max drawdown
- −35.40%
- Sharpe ratio
- 0.79
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.04%
- 3M
- +1.98%
- 6M
- +12.89%
- YTD
- +4.20%
- 1Y
- +3.48%
- 3Y
- +20.80%
- 5Y
- +10.25%
- Since 2017
- +16.81%
Metrics
Since 2017| Volatility | 23.01% |
|---|---|
| Sortino ratio | 1.12 |
| Calmar ratio | 0.47 |
| Best year, 2020 | +52.90% |
| Worst year, 2022 | −30.40% |
| Positive years | 6 of 8 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2017| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −35.4% | Nov 2021 | Oct 2022 | Feb 2024 | 2.2 years |
| −31.8% | Feb 2020 | Mar 2020 | Jun 2020 | 3 months |
| −24.4% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
| −24.3% | Sep 2018 | Dec 2018 | Apr 2019 | 8 months |
| −15.9% | Oct 2025 | Mar 2026 | May 2026 | 6 months |
Annual returns
2017 from Jul 31 · 2026 through Oct 2