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Jpmorgan Large Cap Growth Fund R6: (MF: JLGMX)
(NASDAQ Mutual Funds) As of Apr 22, 2024 08:00 PM ET
$69.03 USD
+0.63 (0.92%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.14 | 2 |
| 3 months | 16.14 | 2 |
| 6 months | 31.79 | 6 |
| 1 Year | 43.55 | 5 |
| 3 Year | 11.52 | 12 |
| 5 Year | 20.52 | 1 |
| 10 Year | 17.56 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 43.55 |
| 5 Year | 20.51 |
| 10 Year | 17.56 |
| Since Inception | 16.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.14 | NA | NA | NA |
| 2023 | 9.18 | 13.03 | -3.64 | 13.47 |
| 2022 | -10.21 | -18.39 | -1.47 | 3.59 |
| 2021 | 0.40 | 8.75 | 0.51 | 8.23 |
| 2020 | -11.56 | 36.29 | 16.40 | 11.48 |
| 2019 | 19.43 | 7.59 | -1.11 | 9.71 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.14 | 34.95 | -25.21 | 18.79 | 56.41 | 39.40 | 0.55 | 38.36 | -1.74 | 7.93 | 11.12 |
| % Total Return Rel to Index | 5.58 | 8.70 | -7.00 | -9.89 | 38.01 | 7.91 | 4.95 | 16.56 | -13.67 | 6.54 | -2.51 |
| % Total Return Rel to Peer | 6.19 | 11.95 | -5.51 | -3.26 | 36.50 | 10.97 | 7.42 | 17.68 | -9.55 | 9.53 | 2.92 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.19 | 0.28 | 0.00 | 0.07 | 0.11 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.30 | 0.57 | 0.00 | 0.11 | 0.22 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 1.35 | 9.23 | 3.13 | 5.21 | 5.28 | 5.61 | 3.14 | 1.60 | 0.62 |
| Expense Ratio | 0.00 | 0.44 | 0.44 | 0.43 | 0.44 | 0.43 | 0.48 | 0.60 | 0.60 | 0.62 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%