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Jpmorgan Mid Cap Growth Fund R5: (MF: JMGFX)
(NASDAQ Mutual Funds) As of May 13, 2024 08:00 PM ET
$50.58 USD
-0.26 (-0.51%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.87 | 63 |
| 3 months | 3.72 | 56 |
| 6 months | 23.65 | 28 |
| 1 Year | 20.58 | 49 |
| 3 Year | -0.68 | 84 |
| 5 Year | 11.31 | 41 |
| 10 Year | 11.68 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 26.08 |
| 5 Year | 13.45 |
| 10 Year | 11.97 |
| Since Inception | 14.36 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.20 | NA | NA | NA |
| 2023 | 7.72 | 6.83 | -5.38 | 13.18 |
| 2022 | -11.77 | -20.63 | -1.71 | 6.04 |
| 2021 | 1.33 | 7.24 | -1.52 | 3.65 |
| 2020 | -15.55 | 32.47 | 10.13 | 20.49 |
| 2019 | 21.46 | 6.57 | -2.15 | 10.41 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.87 | 23.24 | -27.01 | 10.92 | 48.46 | 39.85 | -5.03 | 29.66 | 0.32 | 2.94 | 11.11 |
| % Total Return Rel to Index | -2.17 | -3.00 | -8.80 | -17.75 | 30.06 | 8.36 | -0.63 | 7.86 | -11.61 | 1.55 | -2.53 |
| % Total Return Rel to Peer | -0.96 | 0.24 | -7.31 | -11.13 | 28.54 | 11.42 | 1.83 | 8.98 | -7.49 | 4.53 | 2.90 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.29 | 4.64 | 5.45 | 2.81 | 2.15 | 2.14 | 0.01 | 1.46 | 2.78 |
| Expense Ratio | 0.00 | 0.79 | 0.79 | 0.79 | 0.79 | 0.78 | 0.78 | 0.78 | 0.79 | 0.78 | 0.79 |
* 1 = Top 20%, 5 = Bottom 20%