JGTUX
JPMorgan Growth Advantage Fund Class R4
Mutual fund
$43.76+0.51 (+1.18%)Close Oct 2, 2026
Jun 2, 2017 – Oct 2, 2026, Dividends reinvested
- Final balance
- $44,345
- CAGR
- +17.30%
- Max drawdown
- −41.91%
- Sharpe ratio
- 0.79
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.12%
- 3M
- +2.12%
- 6M
- +13.19%
- YTD
- +4.61%
- 1Y
- +4.02%
- 3Y
- +21.42%
- 5Y
- +10.82%
- Since 2017
- +17.30%
Metrics
Since 2017| Volatility | 23.90% |
|---|---|
| Sortino ratio | 1.11 |
| Calmar ratio | 0.41 |
| Best year, 2020 | +53.63% |
| Worst year, 2022 | −30.06% |
| Positive years | 6 of 8 |
| Longest drawdown | 2.5 years |
Worst drawdowns
Since 2017| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −41.9% | Dec 2021 | Oct 2022 | Jun 2024 | 2.5 years |
| −31.8% | Feb 2020 | Mar 2020 | Jun 2020 | 3 months |
| −24.3% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
| −24.2% | Sep 2018 | Dec 2018 | Apr 2019 | 8 months |
| −15.7% | Oct 2025 | Mar 2026 | May 2026 | 6 months |
Annual returns
2017 from Jun 2 · 2026 through Oct 2