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Jpmorgan Mid Cap Growth Fund R2: (MF: JMGZX)
(NASDAQ Mutual Funds) As of Jul 5, 2024 08:00 PM ET
$44.24 USD
+0.12 (0.27%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.02 | 82 |
| 3 months | -3.16 | 93 |
| 6 months | 10.94 | 81 |
| 1 Year | 18.94 | 79 |
| 3 Year | -0.54 | 88 |
| 5 Year | 11.65 | 60 |
| 10 Year | 10.65 | 44 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 25.24 |
| 5 Year | 12.68 |
| 10 Year | 11.23 |
| Since Inception | 14.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.04 | NA | NA | NA |
| 2023 | 7.57 | 6.63 | -5.52 | 12.97 |
| 2022 | -11.91 | -20.76 | -1.88 | 5.86 |
| 2021 | 1.16 | 7.04 | -1.68 | 3.46 |
| 2020 | -15.70 | 32.25 | 9.95 | 20.27 |
| 2019 | 21.27 | 6.40 | -2.33 | 10.21 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.02 | 22.43 | -27.50 | 10.16 | 47.42 | 38.89 | -5.71 | 28.78 | -0.26 | 2.32 | 10.45 |
| % Total Return Rel to Index | -7.28 | -3.81 | -9.29 | -18.52 | 29.02 | 7.40 | -1.32 | 6.99 | -12.20 | 0.93 | -3.19 |
| % Total Return Rel to Peer | -4.57 | -0.56 | -7.80 | -11.89 | 27.50 | 10.46 | 1.14 | 8.10 | -8.08 | 3.91 | 2.24 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.29 | 4.64 | 5.45 | 2.81 | 2.15 | 2.14 | 0.01 | 1.46 | 2.78 |
| Expense Ratio | 0.00 | 1.45 | 1.47 | 1.49 | 1.49 | 1.48 | 1.48 | 1.42 | 0.79 | 1.39 | 1.40 |
* 1 = Top 20%, 5 = Bottom 20%