Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGINX (JPMORGAN GROWTH AND INCOME FUND CLASS R6) | 12.78% | 25.37% | 16.40% | 11.29% | 12.95% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 11/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGINX (JPMORGAN GROWTH AND INCOME FUND CLASS R6) | 11/03/2015 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.42 | 25.37 | 16.40 | 11.29 | 12.95 | NA | NA | … | … | 12.78 | 14.22 | 15.06 | 9.72 | -2.07 | 27.47 | 4.78 | 28.51 | -7.25 | 17.70 | 15.33 | -3.19 |
| Sharpe Ratio | NA | 1.92 | 1.04 | 0.57 | 0.63 | NA | NA | … | … | 2.06 | 0.74 | 1.07 | 0.51 | -0.18 | 1.99 | 0.12 | 2.19 | -0.55 | 2.26 | 1.09 | -1.16 |
| Standard Deviation(%) | NA | 10.80 | 12.61 | 14.44 | 17.41 | NA | NA | … | … | 12.02 | 15.41 | 10.69 | 12.02 | 19.64 | 13.82 | 36.78 | 12.36 | 15.88 | 7.59 | 13.85 | 16.05 |
| Draw Down(%) | NA | 7.42 | 15.55 | 15.55 | 38.58 | NA | NA | … | … | 7.42 | 13.72 | 8.42 | 10.13 | 15.05 | 5.76 | 38.58 | 6.88 | 18.78 | 4.48 | 11.23 | 5.07 |
| Yield(%) | 0.00 | 5.56 | 3.99 | 3.48 | 5.54 | 3.80 | 2.85 | … | … | 0.31 | 5.69 | 3.29 | 1.86 | 1.75 | 3.75 | 2.75 | 4.49 | 5.85 | 6.04 | 6.93 | 5.16 |
Data as of 06/16/2026, Common starting date is 11/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGINX (JPMORGAN GROWTH AND INCOME FUND CLASS R6) |
0.43%
Mar 2017 – Mar 2020 |
8.19%
Sep 2017 – Sep 2022 |
11.80%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGINX (JPMORGAN GROWTH AND INCOME FUND CLASS R6) |
20.78%
Mar 2020 – Mar 2023 |
17.91%
Mar 2020 – Mar 2025 |
13.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart