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JPMorgan Large Cap Growth R4 (JLGQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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74.22+0.14 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.72%
5-year average return20.37%
Number of years up6
Number of years down1
Best 1-yr total return (13 Jun 2024)56.01%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return56.01%
Worst 3-yr total return5.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJLGQXCategory
YTD16.54%12.38%
1-month5.48%5.09%
3-month2.58%10.28%
1-year36.00%41.70%
3-year9.75%22.56%
5-year20.35%21.98%
10-year17.03%15.99%
Last bull market34.92%25.99%
Last bear market-18.43%-17.29%

Annual total return (%) history

Year
JLGQXCategory
2024
N/AN/A
2023
34.61%N/A
2022
-25.41%N/A
2021
18.49%N/A
2020
56.01%35.86%
2019
39.08%31.90%
2018
0.29%-2.09%
2017
37.99%27.67%
2016
N/A3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.09%N/AN/AN/A
20239.14%12.95%-3.71%13.40%
2022-10.28%-18.43%-1.53%3.50%
20210.33%8.70%0.44%8.17%
2020-11.63%36.20%16.36%11.40%
201919.38%7.52%-1.20%9.67%
20185.17%7.42%9.22%-18.72%
201711.58%8.52%5.48%8.03%
2016-0.90%N/AN/AN/A

Rank in category (by total return)

YTD16
1-month45
3-month47
1-year20
3-year20
5-year5

Load adjusted returns

1-year36.00%
3-year9.75%
5-year20.35%
10-year17.03%