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Jpmorgan Mid Cap Growth Fund I Class: (MF: HLGEX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$48.95 USD
-0.05 (-0.10%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.18 | 47 |
| 3 months | 10.18 | 47 |
| 6 months | 24.68 | 35 |
| 1 Year | 25.94 | 54 |
| 3 Year | 2.65 | 86 |
| 5 Year | 13.32 | 40 |
| 10 Year | 11.82 | 33 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 128.07 |
| Bear Market (10/07 - 2/09) | -52.47 |
| Bull Market (2/09 - 3/21) | 900.32 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 25.94 |
| 5 Year | 13.31 |
| 10 Year | 11.82 |
| Since Inception | 12.23 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.18 | NA | NA | NA |
| 2023 | 7.71 | 6.79 | -5.41 | 13.15 |
| 2022 | -11.81 | -20.65 | -1.72 | 6.01 |
| 2021 | 1.28 | 7.20 | -1.55 | 3.63 |
| 2020 | -15.58 | 32.44 | 10.09 | 20.45 |
| 2019 | 21.40 | 6.55 | -2.18 | 10.37 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.18 | 23.10 | -27.09 | 10.77 | 48.26 | 39.66 | -5.17 | 29.48 | 0.18 | 2.81 | 10.97 |
| % Total Return Rel to Index | -0.37 | -3.14 | -8.88 | -17.90 | 29.85 | 8.17 | -0.78 | 7.69 | -11.75 | 1.42 | -2.67 |
| % Total Return Rel to Peer | 0.23 | 0.10 | -7.39 | -11.28 | 28.34 | 11.24 | 1.68 | 8.80 | -7.63 | 4.41 | 2.76 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 0.89 | 0.91 | 0.93 | 0.93 | 0.92 | 0.92 | 0.92 | 0.93 | 0.92 | 0.93 |
* 1 = Top 20%, 5 = Bottom 20%