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JPMorgan Large Cap Growth Fund (JLGZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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53.10+0.39 (+0.74%)
At close: 08:00PM EST

Performance overview

Morningstar return ratingN/A1
Year-to-date return29.83%
5-year average return18.60%
Number of years up11
Number of years down3
Best 1-yr total return (7 Dec 2023)55.24%
Worst 1-yr total return (7 Dec 2023)N/A
Best 3-yr total return55.24%
Worst 3-yr total return4.91%

Trailing returns (%) vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJLGZXCategory
YTD29.83%12.38%
1-month5.00%5.09%
3-month3.83%10.28%
1-year24.42%41.70%
3-year4.90%22.56%
5-year18.60%21.98%
10-year14.84%15.99%
Last bull market33.78%25.99%
Last bear market-18.55%-17.29%

Annual total return (%) history

Year
JLGZXCategory
2023
N/AN/A
2022
-25.78%N/A
2021
17.91%N/A
2020
55.24%35.86%
2019
38.39%31.90%
2018
-0.19%-2.09%
2017
37.33%27.67%
2016
-2.43%3.23%
2015
7.18%3.60%
2014
10.42%10.00%
2013
32.15%33.92%
2012
11.60%15.34%
2011
2.46%-2.46%
2010
22.09%15.53%
2009
34.14%35.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20239.00%12.81%-3.82%N/A
2022-10.38%-18.55%-1.64%3.37%
20210.21%8.55%0.33%8.03%
2020-11.72%36.00%16.21%11.26%
201919.21%7.41%-1.31%9.52%
20185.04%7.30%9.11%-18.84%
201711.46%8.39%5.38%7.86%
2016-6.48%-0.86%6.28%-0.98%
20154.29%2.11%-6.26%7.36%
2014-1.43%3.62%3.31%4.66%
20136.23%1.78%11.17%9.94%
201216.63%-5.86%4.27%-2.51%
20115.09%1.55%-11.96%9.05%
20102.81%-9.91%17.20%12.47%
2009-5.07%10.60%14.97%11.13%

Rank in category (by total return)

YTD58
1-month27
3-month64
1-year58
3-year50
5-year6

Load adjusted returns

1-year20.33%
3-year5.65%
5-year17.16%
10-year14.72%