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Nasdaq - Delayed Quote USD

JPMorgan Growth Advantage Fund (JGRJX)

29.40
-0.50
(-1.67%)
At close: 8:01:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -18.98%
5y Average Return 18.06%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 4, 2025) 52.89%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 52.89%
Worst 3Y Total Return 5.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JGRJX
Category
YTD
-9.91%
12.38%
1-Month
-9.02%
5.09%
3-Month
-9.91%
10.28%
1-Year
3.30%
41.70%
3-Year
7.80%
22.56%
5-Year
19.41%
21.98%
10-Year
14.61%
15.99%
Last Bull Market
22.31%
25.99%
Last Bear Market
-22.15%
-17.29%

Annual Total Return (%) History

Year
JGRJX
Category
2025
--
--
2024
30.46%
--
2023
39.38%
--
2022
-30.41%
--
2021
21.56%
--
2020
52.89%
35.86%
2019
35.44%
31.90%
2018
-1.89%
-2.09%

2017
--
27.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.91% -- -- --
2024 13.77% 6.80% 1.89% 5.38%
2023 12.28% 13.40% -3.37% 13.28%
2022 -8.99% -22.15% -3.48% 1.77%
2021 2.18% 9.06% 0.33% 8.73%
2020 -12.71% 32.61% 14.73% 15.12%
2019 17.82% 4.38% -1.80% 12.14%
2018 3.56% 6.54% 8.35% -17.93%
2017 7.10% -- -- --

Rank in Category (By Total Return)

YTD 65
1-Month 76
3-Month 65
1-Year 68
3-Year 55
5-Year 19

Load Adjusted Returns

1-Year 3.30%
3-Year 7.80%
5-Year 19.41%
10-Year 14.61%

Performance & Risk

YTD Return -18.98%
5y Average Return 18.06%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family JPMorgan
Net Assets 19.06B
YTD Return -9.91%
Yield 0.00%
Morningstar Rating
Inception Date Jan 08, 2009

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.

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