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Jpmorgan Small Cap Growth Fund A: (MF: PGSGX)
(NASDAQ Mutual Funds) As of Jul 29, 2024 08:00 PM ET
$17.64 USD
-0.17 (-0.96%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.55 | 18 |
| 3 months | -4.35 | 74 |
| 6 months | 6.55 | 18 |
| 1 Year | 7.30 | 77 |
| 3 Year | -8.58 | 91 |
| 5 Year | 5.83 | 80 |
| 10 Year | 9.40 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 147.85 |
| Bear Market (10/07 - 2/09) | -55.68 |
| Bull Market (2/09 - 3/21) | 746.80 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 1.95 |
| 5 Year | 4.74 |
| 10 Year | 8.84 |
| Since Inception | 9.90 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.41 | -4.35 | NA | NA |
| 2023 | 4.52 | 8.17 | -9.07 | 10.75 |
| 2022 | -13.90 | -21.92 | 1.94 | -1.38 |
| 2021 | -1.20 | 2.01 | -5.84 | -1.00 |
| 2020 | -21.37 | 37.39 | 13.85 | 29.44 |
| 2019 | 23.39 | 2.59 | -4.00 | 12.78 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.55 | 13.85 | -32.43 | -6.06 | 59.20 | 37.06 | -4.81 | 41.12 | 7.79 | -2.12 | -0.19 |
| % Total Return Rel to Index | -8.74 | -12.39 | -14.22 | -34.74 | 40.80 | 5.57 | -0.41 | 19.32 | -4.14 | -3.51 | -13.84 |
| % Total Return Rel to Peer | 3.33 | -2.22 | -12.91 | -25.37 | 40.21 | 11.63 | 5.96 | 25.52 | -8.15 | 2.60 | -2.87 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.06 | 3.27 | 1.82 | 1.07 | 2.01 | 1.33 | 0.46 | 1.04 | 1.12 |
| Expense Ratio | 0.00 | 1.24 | 1.25 | 1.23 | 1.24 | 1.24 | 1.24 | 1.24 | 1.25 | 1.25 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%