VHIAX - JPMorgan Growth Advantage A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return35.19%
5-Year Average Return18.58%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Dec 30, 2017)44.36%
Worst 1 Yr Total Return (Dec 30, 2017)-41.96%
Best 3-Yr Total Return44.36%
Worst 3-Yr Total Return-6.03%

Trailing Returns (%) Vs. Benchmarks

ReturnVHIAXCategory
YTD35.19%7.48%
1-Month-0.25%7.48%
3-Month7.15%10.93%
1-Year35.19%32.34%
3-Year14.03%14.43%
5-Year18.58%15.83%
10-Year9.88%10.05%
Last Bull Market32.20%25.57%
Last Bear Market-19.09%-17.20%

Annual Total Return (%) History

Year
VHIAXCategory
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
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)

YTD9
1-Month90
3-Month28
1-Year9
3-Year12
5-Year7

Load Adjusted Returns

1-Year28.09%
3-Year12.00%
5-Year17.31%
10-Year9.29%