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JPMorgan Small Cap Growth R4 (JGLYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.12-0.05 (-0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.20%
5-year average return6.78%
Number of years up3
Number of years down3
Best 1-yr total return (16 May 2024)59.55%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return59.55%
Worst 3-yr total return-10.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJGLYXCategory
YTD1.86%12.40%
1-month-8.68%3.37%
3-month3.73%4.88%
1-year11.02%55.69%
3-year-10.24%19.34%
5-year4.93%20.72%
10-year9.63%13.98%
Last bull market36.52%27.85%
Last bear market-21.84%-24.06%

Annual total return (%) history

Year
JGLYXCategory
2024
N/AN/A
2023
14.16%N/A
2022
-32.30%N/A
2021
-5.79%N/A
2020
59.55%38.62%
2019
37.54%27.68%
2018
-4.63%-5.76%
2017
N/A21.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.54%N/AN/AN/A
20234.60%8.26%-9.07%10.87%
2022-13.89%-21.84%1.99%-1.36%
2021-1.12%2.08%-5.79%-0.91%
2020-21.31%37.45%13.91%29.50%
201923.53%2.64%-3.92%12.90%
20185.84%8.45%6.22%-21.78%
20178.00%N/AN/AN/A

Rank in category (by total return)

YTD30
1-month94
3-month32
1-year55
3-year83
5-year76

Load adjusted returns

1-year11.02%
3-year-10.24%
5-year4.93%
10-year9.63%