VHIAX
JPMorgan Growth Advantage Fund Class A
Mutual fund
$40.50+0.47 (+1.17%)Close Oct 2, 2026
Oct 29, 1999 – Oct 2, 2026, Dividends reinvested
- Final balance
- $91,178
- CAGR
- +8.55%
- Max drawdown
- −85.16%
- Sharpe ratio
- 0.46
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.09%
- 3M
- +2.07%
- 6M
- +13.03%
- YTD
- +4.41%
- 1Y
- +3.75%
- 3Y
- +21.12%
- 5Y
- +10.54%
- 10Y
- +17.79%
- 15Y
- +17.77%
- 20Y
- +13.74%
- 25Y
- +13.01%
- Since 1999
- +8.55%
Metrics
Since 1999| Volatility | 24.55% |
|---|---|
| Sortino ratio | 0.64 |
| Calmar ratio | 0.10 |
| Best year, 2020 | +53.26% |
| Worst year, 2000 | −49.11% |
| Positive years | 19 of 26 |
| Longest drawdown | 17.4 years |
Worst drawdowns
Since 1999| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −85.2% | Mar 2000 | Oct 2002 | Jul 2017 | 17.4 years |
| −35.2% | 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 |
Annual returns
1999 from Oct 29 · 2026 through Oct 2