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Jpmorgan Growth Advantage Fund A Shs: (MF: VHIAX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$33.18 USD
-0.24 (-0.72%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.83 | 10 |
| 3 months | 13.83 | 10 |
| 6 months | 29.07 | 13 |
| 1 Year | 41.56 | 8 |
| 3 Year | 9.79 | 31 |
| 5 Year | 19.02 | 1 |
| 10 Year | 16.21 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 176.99 |
| Bear Market (10/07 - 2/09) | -49.62 |
| Bull Market (2/09 - 3/21) | 1,263.63 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 34.50 |
| 5 Year | 17.80 |
| 10 Year | 15.62 |
| Since Inception | 7.80 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.83 | NA | NA | NA |
| 2023 | 12.42 | 13.46 | -3.34 | 13.38 |
| 2022 | -8.91 | -22.13 | -3.41 | 1.83 |
| 2021 | 2.25 | 9.14 | 0.38 | 8.79 |
| 2020 | -12.66 | 32.72 | 14.76 | 15.20 |
| 2019 | 17.91 | 4.41 | -1.69 | 12.21 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.83 | 39.79 | -30.24 | 21.89 | 53.25 | 35.81 | -1.61 | 35.22 | 1.06 | 8.51 | 9.49 |
| % Total Return Rel to Index | 3.27 | 13.55 | -12.03 | -6.78 | 34.85 | 4.32 | 2.77 | 13.42 | -10.87 | 7.13 | -4.14 |
| % Total Return Rel to Peer | 3.88 | 16.80 | -10.54 | -0.16 | 33.33 | 7.38 | 5.24 | 14.54 | -6.75 | 10.11 | 1.29 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.19 | 0.09 | 4.93 | 3.11 | 2.17 | 1.76 | 0.84 | 0.00 | 0.53 | 0.56 |
| Expense Ratio | 0.00 | 1.04 | 1.08 | 1.13 | 1.14 | 1.14 | 1.16 | 1.24 | 1.25 | 1.24 | 1.24 |
* 1 = Top 20%, 5 = Bottom 20%