USMSX vs. JLGMX
Compare and contrast key facts about JPMorgan Ultra-Short Municipal Fund (USMSX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
USMSX is managed by JPMorgan. It was launched on May 31, 2016. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Performance
USMSX vs. JLGMX - Performance Comparison
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USMSX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USMSX JPMorgan Ultra-Short Municipal Fund | 0.19% | 2.87% | 3.09% | 3.21% | -0.90% | -0.15% | 0.77% | 1.90% | 1.01% | 0.69% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 37.26% |
Returns By Period
In the year-to-date period, USMSX achieves a 0.19% return, which is significantly higher than JLGMX's -8.48% return.
USMSX
- 1D
- 0.00%
- 1M
- -0.30%
- YTD
- 0.19%
- 6M
- 0.82%
- 1Y
- 2.49%
- 3Y*
- 2.80%
- 5Y*
- 1.67%
- 10Y*
- —
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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USMSX vs. JLGMX - Expense Ratio Comparison
USMSX has a 0.45% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
USMSX vs. JLGMX — Risk / Return Rank
USMSX
JLGMX
USMSX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Ultra-Short Municipal Fund (USMSX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| USMSX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.63 | 0.64 | +3.00 |
Sortino ratioReturn per unit of downside risk | 6.49 | 1.05 | +5.44 |
Omega ratioGain probability vs. loss probability | 3.18 | 1.15 | +2.04 |
Calmar ratioReturn relative to maximum drawdown | 6.48 | 0.81 | +5.67 |
Martin ratioReturn relative to average drawdown | 33.64 | 2.47 | +31.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| USMSX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.63 | 0.64 | +3.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.39 | 0.53 | +1.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.86 | 0.80 | +1.06 |
Correlation
The correlation between USMSX and JLGMX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
USMSX vs. JLGMX - Dividend Comparison
USMSX's dividend yield for the trailing twelve months is around 2.36%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USMSX JPMorgan Ultra-Short Municipal Fund | 2.36% | 2.42% | 2.84% | 2.35% | 0.70% | 0.05% | 0.57% | 1.28% | 1.01% | 0.59% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
USMSX vs. JLGMX - Drawdown Comparison
The maximum USMSX drawdown since its inception was -2.09%, smaller than the maximum JLGMX drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for USMSX and JLGMX.
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Drawdown Indicators
| USMSX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.09% | -31.82% | +29.73% |
Max Drawdown (1Y)Largest decline over 1 year | -0.40% | -16.73% | +16.33% |
Max Drawdown (5Y)Largest decline over 5 years | -2.03% | -31.13% | +29.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.82% | — |
Current DrawdownCurrent decline from peak | -0.30% | -13.83% | +13.53% |
Average DrawdownAverage peak-to-trough decline | -0.22% | -5.82% | +5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.08% | 5.51% | -5.43% |
Volatility
USMSX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan Ultra-Short Municipal Fund (USMSX) is 0.22%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that USMSX experiences smaller price fluctuations and is considered to be less risky than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USMSX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.22% | 6.48% | -6.26% |
Volatility (6M)Calculated over the trailing 6-month period | 0.40% | 12.54% | -12.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.69% | 21.14% | -20.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.70% | 20.25% | -19.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.74% | 21.54% | -20.80% |