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Jpmorgan Mid Cap Growth Fund R6: (MF: JMGMX)
(NASDAQ Mutual Funds) As of Jul 8, 2024 08:00 PM ET
$51.53 USD
+0.02 (0.04%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.33 | 81 |
| 3 months | -2.99 | 92 |
| 6 months | 11.34 | 79 |
| 1 Year | 19.84 | 75 |
| 3 Year | 0.21 | 85 |
| 5 Year | 12.48 | 50 |
| 10 Year | 11.46 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 26.21 |
| 5 Year | 13.53 |
| 10 Year | 12.04 |
| Since Inception | 14.43 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.25 | NA | NA | NA |
| 2023 | 7.75 | 6.84 | -5.36 | 13.20 |
| 2022 | -11.75 | -20.60 | -1.69 | 6.05 |
| 2021 | 1.34 | 7.25 | -1.49 | 3.66 |
| 2020 | -15.56 | 32.50 | 10.14 | 20.51 |
| 2019 | 21.49 | 6.59 | -2.14 | 10.44 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.33 | 23.35 | -26.95 | 10.98 | 48.50 | 39.96 | -4.98 | 29.71 | 0.36 | 3.00 | 11.20 |
| % Total Return Rel to Index | -6.96 | -2.89 | -8.75 | -17.69 | 30.10 | 8.47 | -0.58 | 7.91 | -11.57 | 1.61 | -2.43 |
| % Total Return Rel to Peer | -4.26 | 0.35 | -7.25 | -11.07 | 28.59 | 11.54 | 1.87 | 9.03 | -7.45 | 4.60 | 3.00 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.29 | 4.64 | 5.45 | 2.81 | 2.15 | 2.14 | 0.01 | 1.46 | 2.78 |
| Expense Ratio | 0.00 | 0.70 | 0.72 | 0.74 | 0.74 | 0.73 | 0.73 | 0.73 | 0.73 | 0.73 | 0.74 |
* 1 = Top 20%, 5 = Bottom 20%