VHIAX - JPMorgan Growth Advantage A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return20.08%
5-Year Average Return18.06%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Aug 30, 2018)44.36%
Worst 1 Yr Total Return (Aug 30, 2018)-41.96%
Best 3-Yr Total Return44.36%
Worst 3-Yr Total Return-6.03%

Trailing Returns (%) Vs. Benchmarks

ReturnVHIAXCategory
YTD20.08%15.22%
1-Month6.78%4.55%
3-Month9.25%7.87%
1-Year30.50%24.40%
3-Year18.54%16.28%
5-Year18.06%15.05%
10-Year13.40%11.14%
Last Bull Market32.20%25.50%
Last Bear Market-19.09%-17.19%

Annual Total Return (%) History

Year
VHIAXCategory
2018
N/AN/A
2017
35.19%27.67%
2016
1.07%3.23%
2015
8.54%3.60%
2014
9.54%10.00%
2013
44.36%33.92%
2012
15.88%15.34%
2011
-1.72%-2.46%
2010
21.11%15.53%
2009
36.62%35.68%
2008
-41.96%-40.67%
2007
25.07%13.35%
2006
14.33%7.05%
2005
10.63%6.71%
2004
16.90%7.81%
2003
37.54%28.66%
2002
-29.45%-27.64%
2001
-28.30%-22.30%
2000
-49.12%-13.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20183.66%6.57%N/AN/A
201710.61%6.97%6.63%7.15%
2016-4.20%0.28%6.10%-0.85%
20156.07%3.55%-7.62%6.97%
20140.15%4.48%-0.28%4.99%
201310.62%4.20%13.42%10.42%
201219.72%-7.50%5.90%-1.18%
20116.77%-0.32%-17.35%11.73%
20105.00%-10.58%13.61%13.54%
2009-1.52%13.29%13.61%7.78%
2008-13.88%4.09%-15.85%-23.07%
20072.48%10.08%8.79%1.91%
200612.13%-6.88%3.62%5.68%
2005-0.35%2.62%4.26%3.76%
20046.31%2.30%-5.24%13.44%
2003-0.84%17.23%4.82%12.87%
2002-3.56%-15.78%-17.52%5.31%
2001-25.04%8.32%-25.48%18.50%
200013.75%-17.17%-6.36%-42.33%

Rank In Category (By Total Return)

YTD16
1-Month8
3-Month19
1-Year11
3-Year23
5-Year11

Load Adjusted Returns

1-Year23.65%
3-Year16.43%
5-Year16.80%
10-Year12.79%