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Jpmorgan Mid Cap Growth Fund R2: (MF: JMGZX)
(NASDAQ Mutual Funds) As of Jun 11, 2025 08:00 PM ET
$45.15 USD
+0.08 (0.18%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.23 | 36 |
| 3 months | 3.52 | 8 |
| 6 months | -5.34 | 69 |
| 1 Year | 10.65 | 45 |
| 3 Year | 10.86 | 52 |
| 5 Year | 8.98 | 87 |
| 10 Year | 10.02 | 50 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -6.33 |
| 5 Year | 12.00 |
| 10 Year | 9.19 |
| Since Inception | 12.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.34 | NA | NA | NA |
| 2024 | 10.04 | -3.76 | 2.50 | 4.74 |
| 2023 | 7.57 | 6.63 | -5.52 | 12.97 |
| 2022 | -11.91 | -20.76 | -1.88 | 5.86 |
| 2021 | 1.16 | 7.04 | -1.68 | 3.46 |
| 2020 | -15.70 | 32.25 | 9.95 | 20.27 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.23 | 13.70 | 22.43 | -27.50 | 10.16 | 47.42 | 38.89 | -5.71 | 28.78 | -0.26 | 2.32 |
| % Total Return Rel to Index | 0.17 | -11.32 | -3.81 | -9.29 | -18.52 | 29.02 | 7.40 | -1.32 | 6.99 | -12.20 | 0.93 |
| % Total Return Rel to Peer | 0.83 | -5.69 | -0.56 | -7.80 | -11.89 | 27.50 | 10.46 | 1.14 | 8.10 | -8.08 | 3.91 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 3.66 | 0.00 | 0.29 | 4.64 | 5.45 | 2.81 | 2.15 | 2.14 | 0.01 | 1.46 |
| Expense Ratio | 0.00 | 1.43 | 1.45 | 1.47 | 1.49 | 1.49 | 1.48 | 1.48 | 1.42 | 0.79 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%