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JPMorgan Large Cap Growth R6 (JLGMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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71.37+1.15 (+1.64%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.07%
5-year average return18.72%
Number of years up11
Number of years down2
Best 1-yr total return (2 May 2024)56.42%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return56.42%
Worst 3-yr total return5.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJLGMXCategory
YTD10.57%12.38%
1-month-4.80%5.09%
3-month5.97%10.28%
1-year36.31%41.70%
3-year7.60%22.56%
5-year18.40%21.98%
10-year17.18%15.99%
Last bull market35.06%25.99%
Last bear market-18.40%-17.29%

Annual total return (%) history

Year
JLGMXCategory
2024
N/AN/A
2023
34.95%N/A
2022
-25.21%N/A
2021
18.79%N/A
2020
56.42%35.86%
2019
39.39%31.90%
2018
0.57%-2.09%
2017
38.37%27.67%
2016
-1.74%3.23%
2015
7.94%3.60%
2014
11.13%10.00%
2013
33.03%33.92%
2012
12.37%15.34%
2011
3.18%-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.14%N/AN/AN/A
20239.19%13.04%-3.64%13.48%
2022-10.21%-18.40%-1.47%3.59%
20210.40%8.76%0.51%8.23%
2020-11.56%36.29%16.40%11.49%
201919.43%7.59%-1.12%9.70%
20185.23%7.51%9.28%-18.65%
201711.68%8.55%5.58%8.10%
2016-6.29%-0.68%6.46%-0.83%
20154.49%2.27%-6.08%7.54%
2014-1.28%3.80%3.48%4.81%
20136.39%1.95%11.38%10.11%
201216.83%-5.71%4.46%-2.34%
20115.21%1.77%-11.83%9.30%

Rank in category (by total return)

YTD9
1-month55
3-month14
1-year15
3-year19
5-year2

Load adjusted returns

1-year36.31%
3-year7.60%
5-year18.40%
10-year17.18%