PGSGX
JPMorgan Small Cap Growth Fund Class A
Mutual fund
$19.83+0.20 (+1.02%)Close Oct 2, 2026
Jun 28, 1991 – Oct 2, 2026, Dividends reinvested
- Final balance
- $249,661
- CAGR
- +9.55%
- Max drawdown
- −60.90%
- Sharpe ratio
- 0.51
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.74%
- 3M
- −9.24%
- 6M
- +12.29%
- YTD
- +12.80%
- 1Y
- +13.35%
- 3Y
- +14.78%
- 5Y
- +0.21%
- 10Y
- +11.06%
- 15Y
- +12.48%
- 20Y
- +9.66%
- 25Y
- +9.86%
- 30Y
- +9.19%
- Since 1991
- +9.55%
Metrics
Since 1991| Volatility | 23.25% |
|---|---|
| Sortino ratio | 0.71 |
| Calmar ratio | 0.16 |
| Best year, 2020 | +59.18% |
| Worst year, 2008 | −43.26% |
| Positive years | 22 of 34 |
| Longest drawdown | 5.6 years |
Worst drawdowns
Since 1991| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −60.9% | Oct 2007 | Mar 2009 | Jan 2011 | 3.3 years |
| −47.8% | Feb 2021 | Oct 2023 | Not yet | 5.6 years so far |
| −44.3% | Mar 2000 | Oct 2002 | Dec 2004 | 4.7 years |
| −40.2% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −40.0% | Apr 1998 | Oct 1998 | Dec 1999 | 1.7 years |
Annual returns
1991 from Jun 28 · 2026 through Oct 2