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Jpmorgan Small Cap Growth Fund R2: (MF: JSGZX)

(NASDAQ Mutual Funds) As of Jun 18, 2026 05:55 PM ET

$20.11 USD

+0.51 (2.60%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 20.67 10
3 months 15.29 7
6 months 17.69 23
1 Year 39.59 25
3 Year 16.01 59
5 Year 1.09 88
10 Year 12.87 14

* 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) 996.01

Load Adjusted Returns as of May 31, 2026

1 Year 19.08
5 Year -3.09
10 Year 11.25
Since Inception 12.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.92 NA NA NA
2025 -11.94 10.28 7.52 1.36
2024 11.40 -4.48 3.80 1.56
2023 4.44 8.14 -9.15 10.68
2022 -13.97 -21.98 1.91 -1.47
2021 -1.23 1.91 -5.87 -1.06

Annual Return

20262025202420232022202120202019201820172016
% Total Return 20.675.8212.1813.56-32.61-6.2658.7936.72-5.0440.787.46
% Total Return Rel to Index 7.11-12.39-12.83-12.68-14.40-34.9440.395.23-0.6418.98-4.47
% Total Return Rel to Peer 1.56-1.470.26-2.51-13.09-25.5739.8011.295.7325.18-8.48
% Perf Quintile vs Peer* 3.004.003.004.005.005.001.001.002.001.005.00
% Dividends 0.000.000.050.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.300.000.000.063.271.821.072.011.330.46
Expense Ratio 0.001.491.491.491.501.491.491.491.491.491.50

* 1 = Top 20%, 5 = Bottom 20%