JGVVX
JPMorgan Growth Advantage Fund Class R6
Mutual fund
$46.68+0.54 (+1.17%)Close Oct 2, 2026
Dec 23, 2013 – Oct 2, 2026, Dividends reinvested
- Final balance
- $66,714
- CAGR
- +16.02%
- Max drawdown
- −34.92%
- Sharpe ratio
- 0.81
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.13%
- 3M
- +2.19%
- 6M
- +13.30%
- YTD
- +4.80%
- 1Y
- +4.27%
- 3Y
- +21.72%
- 5Y
- +11.09%
- 10Y
- +18.38%
- Since 2013
- +16.02%
Metrics
Since 2013| Volatility | 21.19% |
|---|---|
| Sortino ratio | 1.14 |
| Calmar ratio | 0.46 |
| Best year, 2020 | +54.00% |
| Worst year, 2022 | −29.88% |
| Positive years | 10 of 12 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2013| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −34.9% | Nov 2021 | Oct 2022 | Jan 2024 | 2.2 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 |
| −22.6% | Aug 2015 | Feb 2016 | Jan 2017 | 1.5 years |
Annual returns
2013 from Dec 23 · 2026 through Oct 2