JPMorgan Growth Advantage Fund (JGVVX)
The fund aims to invest primarily in common stocks of companies across all market capitalizations, focusing on those with strong earnings growth potential. It may concentrate its investments significantly in a particular market capitalization category, such as large capitalization companies.
Fund Info
US46640W1080
Dec 23, 2013
$15,000,000
Large-Cap
Growth
Expense Ratio
JGVVX features an expense ratio of 0.55%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan Growth Advantage Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JPMorgan Growth Advantage Fund had a return of 3.81% year-to-date (YTD) and 20.52% in the last 12 months. Over the past 10 years, JPMorgan Growth Advantage Fund had an annualized return of 13.79%, outperforming the S&P 500 benchmark which had an annualized return of 11.26%.
JGVVX
3.81%
0.05%
7.13%
20.52%
11.73%
13.79%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of JGVVX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.29% | 3.81% | |||||||||||
| 2024 | 2.90% | 8.23% | 2.32% | -5.09% | 5.55% | 6.83% | -2.59% | 2.32% | 2.43% | -0.19% | 6.91% | -6.15% | 24.67% |
| 2023 | 8.67% | -1.09% | 4.68% | -0.04% | 5.78% | 7.43% | 3.14% | -0.84% | -5.35% | -2.58% | 11.07% | 4.31% | 39.65% |
| 2022 | -9.12% | -3.11% | 3.54% | -12.17% | -3.11% | -8.33% | 12.38% | -4.69% | -9.76% | 5.45% | 4.30% | -7.60% | -30.13% |
| 2021 | 0.06% | 2.69% | -0.39% | 6.04% | -1.81% | 4.94% | 2.00% | 3.49% | -4.77% | 8.31% | -0.40% | -11.67% | 7.14% |
| 2020 | 3.38% | -5.59% | -10.43% | 16.73% | 8.21% | 5.19% | 9.43% | 9.59% | -4.18% | -2.44% | 11.92% | -3.89% | 40.10% |
| 2019 | 10.61% | 4.87% | 1.75% | 3.93% | -6.13% | 7.18% | 1.38% | -2.26% | -0.65% | 3.38% | 5.60% | 2.99% | 36.59% |
| 2018 | 7.75% | -1.53% | -2.19% | 0.65% | 5.47% | 0.53% | 1.84% | 6.83% | -0.20% | -9.91% | 0.36% | -8.95% | -1.01% |
| 2017 | 4.80% | 4.10% | 1.45% | 2.80% | 3.61% | 0.59% | 2.99% | 2.17% | 1.47% | 4.49% | 2.87% | -0.19% | 35.83% |
| 2016 | -9.69% | -0.85% | 7.10% | 0.27% | 2.87% | -2.66% | 5.33% | -0.06% | 0.89% | -2.95% | 2.78% | -0.44% | 1.54% |
| 2015 | 0.07% | 6.02% | 0.13% | 0.19% | 3.24% | 0.25% | 3.81% | -6.16% | -5.05% | 6.78% | 1.37% | -1.10% | 9.07% |
| 2014 | -1.72% | 5.76% | -3.58% | -2.29% | 3.00% | 3.98% | -3.01% | 6.20% | -3.12% | 3.77% | 1.71% | -0.51% | 9.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JGVVX is 56, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan Growth Advantage Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $2.17 | $1.76 | $0.84 | $0.00 | $0.53 | $0.57 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 9.28% | 9.37% | 4.04% | 0.00% | 3.42% | 3.83% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Growth Advantage Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.17 | $2.17 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.76 | $1.76 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.84 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.53 |
| 2014 | $0.57 | $0.57 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Growth Advantage Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan Growth Advantage Fund was 42.95%, occurring on Oct 14, 2022. Recovery took 416 trading sessions.
The current JPMorgan Growth Advantage Fund drawdown is 5.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.95% | Nov 9, 2021 | 235 | Oct 14, 2022 | 416 | Jun 12, 2024 | 651 |
| -31.77% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 3, 2020 | 73 |
| -24.15% | Sep 5, 2018 | 77 | Dec 24, 2018 | 81 | Apr 23, 2019 | 158 |
| -22.57% | Aug 6, 2015 | 131 | Feb 11, 2016 | 239 | Jan 24, 2017 | 370 |
| -13.05% | Jul 11, 2024 | 18 | Aug 5, 2024 | 48 | Oct 11, 2024 | 66 |
Volatility
Volatility Chart
The current JPMorgan Growth Advantage Fund volatility is 5.22%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.