Jpmorgan Growth Advantage Class C: (MF: JGACX)
(NASDAQ Mutual Funds) As of Aug 28, 2025 08:00 PM ET
$32.42 USD
+0.25 (0.78%)
Latest Performance as of Jul 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 9.28 | 26 |
3 months | 19.64 | 14 |
6 months | 5.89 | 24 |
1 Year | 20.43 | 21 |
3 Year | 20.00 | 17 |
5 Year | 14.98 | 25 |
10 Year | 15.76 | 4 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -50.05 |
Bull Market (2/09 - 3/21) | 1,483.17 |
Load Adjusted Returns as of Jul 31, 2025
1 Year | 13.02 |
5 Year | 16.43 |
10 Year | 15.87 |
Since Inception | 13.18 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -10.00 | 18.25 | NA | NA |
2024 | 13.68 | 6.74 | 1.84 | 5.31 |
2023 | 12.23 | 13.29 | -3.41 | 13.22 |
2022 | -9.04 | -22.23 | -3.51 | 1.72 |
2021 | 2.07 | 9.00 | 0.28 | 8.68 |
2020 | -12.79 | 32.55 | 14.65 | 15.06 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 9.28 | 30.16 | 39.04 | -30.57 | 21.28 | 52.50 | 35.11 | -2.11 | 34.56 | 0.59 | 8.02 |
% Total Return Rel to Index | 0.69 | 5.14 | 12.80 | -12.37 | -7.39 | 34.10 | 3.62 | 2.27 | 12.76 | -11.34 | 6.63 |
% Total Return Rel to Peer | 2.33 | 10.77 | 16.05 | -10.87 | -0.77 | 32.58 | 6.69 | 4.74 | 13.88 | -7.22 | 9.62 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 2.38 | 0.19 | 0.09 | 4.93 | 3.11 | 2.17 | 1.76 | 0.84 | 0.00 | 0.53 |
Expense Ratio | 0.00 | 1.52 | 1.54 | 1.58 | 1.63 | 1.64 | 1.64 | 1.66 | 1.74 | 1.75 | 1.74 |
* 1 = Top 20%, 5 = Bottom 20%