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Jpmorgan Growth Advantage Fund R6: (MF: JGVVX)
(NASDAQ Mutual Funds) As of Jun 5, 2023 08:00 PM ET
$29.93 USD
+0.03 (0.10%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2023
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.48 | 16 |
| 3 months | 3.50 | 18 |
| 6 months | 8.79 | 28 |
| 1 Year | -1.50 | 72 |
| 3 Year | 13.39 | 43 |
| 5 Year | 13.97 | 1 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 9/19) | NA |
Load Adjusted Returns as of Apr 30, 2023
| 1 Year | -13.45 |
| 5 Year | 14.12 |
| 10 Year | NA |
| Since Inception | 13.88 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2023 | 12.52 | NA | NA | NA |
| 2022 | -8.83 | -21.98 | -3.33 | 1.98 |
| 2021 | 2.35 | 9.27 | 0.52 | 8.94 |
| 2020 | -12.57 | 32.87 | 14.91 | 15.36 |
| 2019 | 18.01 | 4.56 | -1.55 | 12.35 |
| 2018 | 3.77 | 6.71 | 8.57 | -17.75 |
Annual Return
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.48 | -29.87 | 22.49 | 53.99 | 36.49 | -1.10 | 35.86 | 1.54 | 9.16 | 9.93 |
| % Total Return Rel to Index | 3.32 | -11.67 | -6.18 | 35.59 | 5.00 | 3.29 | 14.06 | -10.39 | 7.77 | -3.70 |
| % Total Return Rel to Peer | 5.49 | -10.18 | 0.43 | 34.08 | 8.06 | 5.75 | 15.18 | -6.27 | 10.76 | 1.73 |
| % Perf Quintile vs Peer* | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.09 | 4.93 | 3.11 | 2.17 | 1.76 | 0.84 | 0.00 | 0.53 | 0.56 |
| Expense Ratio | 0.00 | 0.55 | 0.63 | 0.64 | 0.64 | 0.67 | 0.74 | 0.76 | 0.76 | 0.80 |
* 1 = Top 20%, 5 = Bottom 20%