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Jpmorgan Large Cap Growth Fund R2: (MF: JLGZX)
(NASDAQ Mutual Funds) As of Sep 9, 2024 08:00 PM ET
$64.78 USD
+0.82 (1.28%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 20.42 | 6 |
| 3 months | 9.16 | 28 |
| 6 months | 15.47 | 13 |
| 1 Year | 26.77 | 10 |
| 3 Year | 8.02 | 28 |
| 5 Year | 18.41 | 2 |
| 10 Year | 16.73 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 1,247.21 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 34.98 |
| 5 Year | 19.50 |
| 10 Year | 17.06 |
| Since Inception | 17.56 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.95 | 6.86 | NA | NA |
| 2023 | 8.99 | 12.80 | -3.81 | 13.25 |
| 2022 | -10.38 | -18.55 | -1.63 | 3.37 |
| 2021 | 0.21 | 8.55 | 0.32 | 8.03 |
| 2020 | -11.71 | 36.00 | 16.20 | 11.26 |
| 2019 | 19.21 | 7.40 | -1.31 | 9.53 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 20.42 | 33.93 | -25.78 | 17.90 | 55.23 | 38.40 | -0.20 | 37.32 | -2.43 | 7.17 | 10.42 |
| % Total Return Rel to Index | 3.71 | 7.69 | -7.57 | -10.77 | 36.83 | 6.91 | 4.19 | 15.52 | -14.37 | 5.78 | -3.22 |
| % Total Return Rel to Peer | 7.74 | 10.93 | -6.08 | -4.15 | 35.31 | 9.97 | 6.65 | 16.64 | -10.25 | 8.77 | 2.21 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 1.35 | 9.23 | 3.13 | 5.21 | 5.28 | 5.61 | 3.14 | 1.60 | 0.62 |
| Expense Ratio | 0.00 | 1.19 | 1.19 | 1.18 | 1.19 | 1.18 | 1.24 | 1.31 | 1.30 | 1.31 | 1.35 |
* 1 = Top 20%, 5 = Bottom 20%