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JPMorgan Growth Advantage R2 (JGRJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.79+0.08 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.67%
5-year average return18.09%
Number of years up4
Number of years down2
Best 1-yr total return (9 May 2024)52.89%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return52.89%
Worst 3-yr total return5.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJGRJXCategory
YTD7.90%12.38%
1-month-5.16%5.09%
3-month4.89%10.28%
1-year34.06%41.70%
3-year5.52%22.56%
5-year16.59%21.98%
10-year15.58%15.99%
Last bull market32.36%25.99%
Last bear market-22.15%-17.29%

Annual total return (%) history

Year
JGRJXCategory
2024
N/AN/A
2023
39.38%N/A
2022
-30.41%N/A
2021
21.56%N/A
2020
52.89%35.86%
2019
35.44%31.90%
2018
-1.89%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.77%N/AN/AN/A
202312.28%13.40%-3.37%13.28%
2022-8.99%-22.15%-3.48%1.77%
20212.18%9.06%0.33%8.73%
2020-12.71%32.61%14.73%15.12%
201917.82%4.38%-1.80%12.14%
20183.56%6.54%8.35%-17.93%
20177.10%N/AN/AN/A

Rank in category (by total return)

YTD34
1-month72
3-month28
1-year26
3-year44
5-year9

Load adjusted returns

1-year34.06%
3-year5.52%
5-year16.59%
10-year15.58%