Nasdaq - Delayed Quote USD

JPMorgan Large Cap Growth R6 (JLGMX)

69.59 -0.53 (-0.76%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.25%
5y Average Return 18.49%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2024) 56.42%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 56.42%
Worst 3Y Total Return 5.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JLGMX
Category
YTD
16.14%
12.38%
1-Month
2.20%
5.09%
3-Month
16.14%
10.28%
1-Year
43.55%
41.70%
3-Year
11.52%
22.56%
5-Year
20.51%
21.98%
10-Year
17.56%
15.99%
Last Bull Market
34.63%
25.99%
Last Bear Market
-18.40%
-17.29%

Annual Total Return (%) History

Year
JLGMX
Category
2024
--
--
2023
34.95%
--
2022
-25.21%
--
2021
18.79%
--
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
2024 16.14% -- -- --
2023 9.19% 13.04% -3.64% 13.48%
2022 -10.21% -18.40% -1.47% 3.59%
2021 0.40% 8.76% 0.51% 8.23%
2020 -11.56% 36.29% 16.40% 11.49%
2019 19.43% 7.59% -1.12% 9.70%
2018 5.23% 7.51% 9.28% -18.65%
2017 11.68% 8.55% 5.58% 8.10%
2016 -6.29% -0.68% 6.46% -0.83%
2015 4.49% 2.27% -6.08% 7.54%

2014 -1.28% 3.80% 3.48% 4.81%
2013 6.39% 1.95% 11.38% 10.11%
2012 16.83% -5.71% 4.46% -2.34%
2011 5.21% 1.77% -11.83% 9.30%

Rank in Category (By Total Return)

YTD 7
1-Month 43
3-Month 7
1-Year 19
3-Year 19
5-Year 3

Load Adjusted Returns

1-Year 43.55%
3-Year 11.52%
5-Year 20.51%
10-Year 17.56%

Performance & Risk

YTD Return 10.25%
5y Average Return 18.49%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family JPMorgan
Net Assets 87.28B
YTD Return 16.14%
Yield 0.27%
Morningstar Rating
Inception Date Nov 04, 1997

Fund Summary

Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of large, well-established companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Growth Index at the time of purchase.

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