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JPMorgan Large Cap Growth R5 (JLGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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77.16+0.15 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.81%
5-year average return20.55%
Number of years up12
Number of years down2
Best 1-yr total return (13 Jun 2024)56.28%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return56.28%
Worst 3-yr total return5.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJLGRXCategory
YTD16.62%12.38%
1-month5.50%5.09%
3-month2.63%10.28%
1-year36.21%41.70%
3-year9.92%22.56%
5-year20.53%21.98%
10-year17.23%15.99%
Last bull market35.00%25.99%
Last bear market-18.42%-17.29%

Annual total return (%) history

Year
JLGRXCategory
2024
N/AN/A
2023
34.79%N/A
2022
-25.28%N/A
2021
18.66%N/A
2020
56.28%35.86%
2019
39.24%31.90%
2018
0.47%-2.09%
2017
38.22%27.67%
2016
-1.85%3.23%
2015
7.84%3.60%
2014
11.08%10.00%
2013
33.00%33.92%
2012
12.31%15.34%
2011
3.13%-2.46%
2010
22.86%15.53%
2009
N/A35.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.13%N/AN/AN/A
20239.17%12.99%-3.66%13.42%
2022-10.23%-18.42%-1.49%3.57%
20210.37%8.73%0.49%8.20%
2020-11.57%36.23%16.39%11.45%
201919.40%7.58%-1.15%9.66%
20185.21%7.46%9.28%-18.68%
201711.64%8.54%5.56%8.06%
2016-6.36%-0.68%6.43%-0.83%
20154.44%2.25%-6.09%7.53%
2014-1.31%3.80%3.48%4.79%
20136.41%1.92%11.39%10.09%
201216.80%-5.68%4.42%-2.37%
20115.21%1.77%-11.84%9.24%
20103.00%-9.81%17.46%12.60%
200915.22%11.31%N/AN/A

Rank in category (by total return)

YTD15
1-month44
3-month46
1-year19
3-year18
5-year5

Load adjusted returns

1-year36.21%
3-year9.92%
5-year20.53%
10-year17.23%