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Jpmorgan Growth Advantage Class C: (MF: JGACX)
(NASDAQ Mutual Funds) As of Jan 23, 2026 05:47 PM ET
$28.25 USD
+0.11 (0.39%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.91 | 43 |
| 3 months | -0.29 | 76 |
| 6 months | 7.97 | 51 |
| 1 Year | 14.92 | 43 |
| 3 Year | 27.65 | 15 |
| 5 Year | 11.86 | 36 |
| 10 Year | 16.93 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.06 |
| Bull Market (2/09 - 3/21) | 1,564.84 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 13.76 |
| 5 Year | 11.85 |
| 10 Year | 16.93 |
| Since Inception | 13.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.00 | 18.25 | 8.30 | -0.29 |
| 2024 | 13.68 | 6.74 | 1.84 | 5.31 |
| 2023 | 12.23 | 13.29 | -3.41 | 13.22 |
| 2022 | -9.04 | -22.23 | -3.51 | 1.72 |
| 2021 | 2.07 | 9.00 | 0.28 | 8.68 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.91 | 30.16 | 39.04 | -30.57 | 21.28 | 52.50 | 35.11 | -2.11 | 34.56 | 0.59 |
| % Total Return Rel to Index | -3.30 | 5.14 | 12.80 | -12.37 | -7.39 | 34.10 | 3.62 | 2.27 | 12.76 | -11.34 |
| % Total Return Rel to Peer | 2.20 | 10.77 | 16.05 | -10.87 | -0.77 | 32.58 | 6.69 | 4.74 | 13.88 | -7.22 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 4.92 | 2.38 | 0.19 | 0.09 | 4.93 | 3.11 | 2.17 | 1.76 | 0.84 | 0.00 |
| Expense Ratio | 1.50 | 1.54 | 1.54 | 1.58 | 1.63 | 1.64 | 1.64 | 1.66 | 1.74 | 1.75 |
* 1 = Top 20%, 5 = Bottom 20%