JPMorgan Growth Advantage Fund (VHIAX)
The investment seeks long-term capital growth. The fund will invest primarily in common stocks of companies across all market capitalizations. It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large capitalization companies. The fund invests in companies that the adviser believes have strong earnings growth potential.
Fund Info
US62826M4832
62826M483
Oct 29, 1999
$1,000
Large-Cap
Growth
Expense Ratio
VHIAX has a high expense ratio of 1.04%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
JPMorgan Growth Advantage Fund (VHIAX) returned -6.09% year-to-date (YTD) and 8.89% over the past 12 months. Over the past 10 years, VHIAX delivered an annualized return of 15.22%, outperforming the S&P 500 benchmark at 10.46%.
VHIAX
-6.09%
9.98%
-6.99%
8.89%
16.11%
15.22%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of VHIAX, 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 | 3.26% | -4.05% | -9.03% | 1.53% | 2.63% | -6.09% | |||||||
| 2024 | 2.90% | 8.15% | 2.29% | -5.13% | 5.50% | 6.79% | -2.63% | 2.26% | 2.40% | -0.24% | 6.88% | -1.16% | 30.75% |
| 2023 | 8.66% | -1.13% | 4.64% | -0.08% | 5.73% | 7.40% | 3.06% | -0.86% | -5.39% | -2.61% | 11.02% | 4.87% | 39.81% |
| 2022 | -9.13% | -3.15% | 3.51% | -12.24% | -3.15% | -8.38% | 12.34% | -4.70% | -9.79% | 5.38% | 4.32% | -7.36% | -30.24% |
| 2021 | 0.03% | 2.65% | -0.42% | 6.00% | -1.87% | 4.93% | 1.96% | 3.41% | -4.79% | 8.26% | -0.44% | 0.70% | 21.60% |
| 2020 | 3.35% | -5.64% | -10.44% | 16.70% | 8.19% | 5.12% | 9.38% | 9.55% | -4.23% | -2.48% | 11.88% | 5.60% | 53.26% |
| 2019 | 10.57% | 4.86% | 1.71% | 3.84% | -6.14% | 7.13% | 1.38% | -2.36% | -0.70% | 3.36% | 5.56% | 2.93% | 35.92% |
| 2018 | 7.73% | -1.60% | -2.21% | 0.59% | 5.41% | 0.51% | 1.79% | 6.78% | -0.21% | -9.97% | 0.33% | -9.02% | -1.52% |
| 2017 | 4.75% | 4.09% | 1.45% | 2.68% | 3.60% | 0.56% | 2.90% | 2.17% | 1.43% | 4.44% | 2.85% | -0.25% | 35.19% |
| 2016 | -9.73% | -0.89% | 7.07% | 0.21% | 2.85% | -2.70% | 5.27% | -0.07% | 0.86% | -3.01% | 2.76% | -0.53% | 1.07% |
| 2015 | -0.00% | 5.93% | 0.13% | 0.13% | 3.22% | 0.19% | 3.75% | -6.18% | -5.09% | 6.74% | 1.35% | -1.21% | 8.44% |
| 2014 | -1.76% | 5.83% | -3.68% | -2.35% | 3.01% | 3.87% | -2.95% | 6.15% | -3.20% | 3.73% | 1.63% | -0.46% | 9.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VHIAX is 50, 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 (VHIAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
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.
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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 53.94%, occurring on Nov 20, 2008. Recovery took 563 trading sessions.
The current JPMorgan Growth Advantage Fund drawdown is 11.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.94% | Nov 7, 2007 | 262 | Nov 20, 2008 | 563 | Feb 16, 2011 | 825 |
| -52.21% | May 23, 2001 | 343 | Oct 9, 2002 | 815 | Jan 5, 2006 | 1158 |
| -35.25% | Nov 9, 2021 | 235 | Oct 14, 2022 | 326 | Feb 2, 2024 | 561 |
| -31.79% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 3, 2020 | 73 |
| -24.38% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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