Jpmorgan Growth Advantage Class C: (MF: JGACX)
(NASDAQ Mutual Funds) As of Aug 26, 2024 08:00 PM ET
$29.00 USD
-0.26 (-0.89%)
Latest Performance as of Jul 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 18.11 | 15 |
3 months | 9.57 | 23 |
6 months | 14.83 | 18 |
1 Year | 25.33 | 14 |
3 Year | 6.83 | 42 |
5 Year | 18.03 | 2 |
10 Year | 15.94 | 2 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -50.05 |
Bull Market (2/09 - 3/21) | 1,214.64 |
Load Adjusted Returns as of Jul 31, 2024
1 Year | 31.37 |
5 Year | 18.98 |
10 Year | 15.89 |
Since Inception | 13.12 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 13.68 | 6.74 | NA | NA |
2023 | 12.23 | 13.29 | -3.41 | 13.22 |
2022 | -9.04 | -22.23 | -3.51 | 1.72 |
2021 | 2.07 | 9.00 | 0.28 | 8.68 |
2020 | -12.79 | 32.55 | 14.65 | 15.06 |
2019 | 17.70 | 4.31 | -1.80 | 12.06 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 18.11 | 39.04 | -30.57 | 21.28 | 52.50 | 35.11 | -2.11 | 34.56 | 0.59 | 8.02 | 8.85 |
% Total Return Rel to Index | 1.40 | 12.80 | -12.37 | -7.39 | 34.10 | 3.62 | 2.27 | 12.76 | -11.34 | 6.63 | -4.78 |
% Total Return Rel to Peer | 5.44 | 16.05 | -10.87 | -0.77 | 32.58 | 6.69 | 4.74 | 13.88 | -7.22 | 9.62 | 0.65 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 1.00 | 4.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.19 | 0.09 | 4.93 | 3.11 | 2.17 | 1.76 | 0.84 | 0.00 | 0.53 | 0.56 |
Expense Ratio | 0.00 | 1.54 | 1.58 | 1.63 | 1.64 | 1.64 | 1.66 | 1.74 | 1.75 | 1.74 | 1.74 |
* 1 = Top 20%, 5 = Bottom 20%