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Jpmorgan Growth Advantage Fund I Class: (MF: JGASX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$38.01 USD
+0.64 (1.71%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -9.82 | 83 |
| 3 months | -9.82 | 83 |
| 6 months | -4.85 | 70 |
| 1 Year | 3.81 | 47 |
| 3 Year | 8.34 | 25 |
| 5 Year | 20.02 | 6 |
| 10 Year | 15.18 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -49.47 |
| Bull Market (2/09 - 3/21) | 1,578.51 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 3.81 |
| 5 Year | 20.01 |
| 10 Year | 15.18 |
| Since Inception | 13.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.82 | NA | NA | NA |
| 2024 | 13.87 | 6.94 | 2.02 | 5.51 |
| 2023 | 12.47 | 13.52 | -3.25 | 13.46 |
| 2022 | -8.87 | -22.05 | -3.36 | 1.90 |
| 2021 | 2.28 | 9.21 | 0.45 | 8.86 |
| 2020 | -12.62 | 32.77 | 14.87 | 15.29 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -9.82 | 31.09 | 40.16 | -30.05 | 22.16 | 53.66 | 36.13 | -1.37 | 35.54 | 1.30 | 8.69 |
| % Total Return Rel to Index | -5.55 | 6.07 | 13.91 | -11.84 | -6.52 | 35.25 | 4.64 | 3.02 | 13.74 | -10.63 | 7.30 |
| % Total Return Rel to Peer | -4.80 | 11.70 | 17.16 | -10.35 | 0.10 | 33.74 | 7.70 | 5.49 | 14.86 | -6.51 | 10.29 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 0.77 | 0.79 | 0.83 | 0.88 | 0.89 | 0.89 | 0.92 | 1.00 | 1.08 | 1.09 |
* 1 = Top 20%, 5 = Bottom 20%