Nasdaq - Delayed Quote USD
JPMorgan Mid Cap Growth I (HLGEX)
49.57
-1.19
(-2.34%)
At close: 8:04:45 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.56% |
| 5y Average Return | 10.02% |
| Number of Years Up | 28 |
| Number of Years Down | 7 |
| Best 1Y Total Return (May 21, 2025) | 48.26% |
| Worst 1Y Total Return (May 21, 2025) | -- |
| Best 3Y Total Return | 48.26% |
| Worst 3Y Total Return | -0.19% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HLGEX
Category
- YTD
- -6.80%
- 10.80%
- 1-Month
- 2.70%
- 4.43%
- 3-Month
- -12.57%
- 7.00%
- 1-Year
- 2.62%
- 48.17%
- 3-Year
- 6.81%
- 21.26%
- 5-Year
- 9.90%
- 20.18%
- 10-Year
- 10.08%
- 14.07%
- Last Bull Market
- 17.68%
- 27.14%
- Last Bear Market
- -20.65%
- -21.26%
Annual Total Return (%) History
Year
HLGEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -9.25% | -- | -- | -- |
| 2024 | 10.19% | -3.62% | 2.63% | 4.92% |
| 2023 | 7.71% | 6.79% | -5.42% | 13.16% |
| 2022 | -11.81% | -20.65% | -1.72% | 6.01% |
| 2021 | 1.28% | 7.21% | -1.56% | 3.63% |
| 2020 | -15.59% | 32.44% | 10.09% | 20.46% |
| 2019 | 21.41% | 6.55% | -2.19% | 10.38% |
| 2018 | 3.59% | 2.34% | 7.79% | -17.00% |
| 2017 | 8.55% | 6.50% | 5.98% | 5.70% |
| 2016 | -4.19% | 0.84% | 4.64% | -0.89% |
| 2015 | 6.33% | 3.81% | -10.08% | 3.59% |
| 2014 | 4.11% | 4.40% | -2.37% | 4.60% |
| 2013 | 11.38% | 3.52% | 12.11% | 10.12% |
| 2012 | 18.23% | -8.64% | 6.34% | 0.95% |
| 2011 | 7.92% | 0.64% | -22.27% | 11.58% |
| 2010 | 6.22% | -10.28% | 14.55% | 14.95% |
| 2009 | -1.09% | 15.10% | 16.90% | 7.64% |
| 2008 | -14.21% | 7.86% | -16.64% | -27.10% |
| 2007 | 3.25% | 8.16% | 5.71% | -0.81% |
| 2006 | 10.41% | -5.32% | 1.16% | 5.29% |
| 2005 | -0.08% | 3.12% | 3.79% | 3.69% |
| 2004 | 5.26% | 0.36% | -4.27% | 11.65% |
| 2003 | -2.56% | 13.99% | 5.14% | 8.56% |
| 2002 | 2.57% | -13.39% | -14.17% | 4.67% |
| 2001 | -18.93% | 15.38% | -21.01% | 20.84% |
| 2000 | 19.23% | -3.91% | 10.92% | -16.67% |
| 1999 | -3.16% | 11.79% | -7.15% | 28.45% |
| 1998 | 13.68% | 1.86% | -15.23% | 39.91% |
| 1997 | -2.60% | 17.94% | 18.97% | -4.82% |
| 1996 | 8.71% | 3.55% | 4.89% | 1.87% |
| 1995 | 7.00% | 7.95% | 13.10% | -2.11% |
| 1994 | -3.28% | -3.98% | 7.27% | -3.35% |
| 1993 | 2.25% | 2.55% | 6.44% | 1.00% |
| 1992 | 3.30% | -8.37% | 0.48% | 15.17% |
| 1991 | 19.56% | -1.75% | 12.82% | 7.84% |
| 1990 | -2.46% | 11.14% | -17.05% | 12.74% |
| 1989 | 6.41% | 11.45% | 0.03% | -- |
Rank in Category (By Total Return)
| YTD | 42 |
| 1-Month | 23 |
| 3-Month | 63 |
| 1-Year | 58 |
| 3-Year | 41 |
| 5-Year | 42 |
Load Adjusted Returns
| 1-Year | 2.62% |
| 3-Year | 6.81% |
| 5-Year | 9.90% |
| 10-Year | 10.08% |
Performance & Risk
| YTD Return | -0.56% |
| 5y Average Return | 10.02% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | JPMorgan |
| Net Assets | 10.94B |
| YTD Return | -6.80% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 01, 2011 |
Fund Summary
Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of mid cap companies, including common stocks and debt securities and preferred securities that are convertible to common stocks. "Assets" means net assets, plus the amount of borrowings for investment purposes. The fund invests primarily in common stocks of mid cap companies which the fund's adviser believes are capable of achieving sustained growth.
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