JGVRX
JPMorgan Growth Advantage Fund Class R5
Mutual fund
$45.82+0.53 (+1.17%)Close Oct 2, 2026
Jan 8, 2009 – Oct 2, 2026, Dividends reinvested
- Final balance
- $179,475
- CAGR
- +17.69%
- Max drawdown
- −41.59%
- Sharpe ratio
- 0.86
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.11%
- 3M
- +2.16%
- 6M
- +13.25%
- YTD
- +4.71%
- 1Y
- +4.16%
- 3Y
- +21.60%
- 5Y
- +10.98%
- 10Y
- +18.26%
- 15Y
- +18.24%
- Since 2009
- +17.69%
Metrics
Since 2009| Volatility | 21.83% |
|---|---|
| Sortino ratio | 1.21 |
| Calmar ratio | 0.43 |
| Best year, 2020 | +53.87% |
| Worst year, 2022 | −29.95% |
| Positive years | 13 of 16 |
| Longest drawdown | 2.5 years |
Worst drawdowns
Since 2009| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −41.6% | Dec 2021 | Oct 2022 | May 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 |
| −23.1% | Jul 2011 | Oct 2011 | Feb 2012 | 7 months |
Annual returns
2009 from Jan 8 · 2026 through Oct 2