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Nasdaq - Delayed Quote USD
JPMorgan Growth Advantage Fund (JGACX)
23.55
-1.54
(-6.14%)
At close: April 4 at 8:01:23 PM EDT
Fund Summary
The fund will invest primarily in common stocks of companies across all market capitalizations. It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large capitalization companies. The fund invests in companies that the adviser believes have strong earnings growth potential. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 52.51% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -13.75% |
| 5y Average Return | 19.27% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JGACX | Category Average | JGACX | Category Average | JGACX | Category Average | |
| Alpha | -1.62 | 0.03 | -1.65 | 0.04 | 0.77 | 0.01 |
| BETA | 1.16 | 0.01 | 1.18 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | 0.79 | 0.02 | 1.65 | 0.02 | 1.26 | 0.01 |
| R-squared | 90.25 | 0.89 | 89.6 | 0.87 | 87.59 | 0.87 |
| Standard Deviation | 21.18 | 0.2 | 21.13 | 0.16 | 18.48 | 0.15 |
| Sharpe Ratio | 0.24 | 0.01 | 0.81 | 0.01 | 0.72 | 0.01 |
| Treynor Ratio | 2.51 | 0.21 | 13.82 | 0.21 | 11 | 0.15 |
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