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Nasdaq - Delayed Quote USD

JPMorgan Growth Advantage Fund (JGVRX)

33.52
-0.57
(-1.67%)
At close: 8:01:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -18.85%
5y Average Return 18.82%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 4, 2025) 53.87%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 53.87%
Worst 3Y Total Return 6.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JGVRX
Category
YTD
-9.78%
12.38%
1-Month
-8.98%
5.09%
3-Month
-9.78%
10.28%
1-Year
3.96%
41.70%
3-Year
8.50%
22.56%
5-Year
20.20%
21.98%
10-Year
15.35%
15.99%
Last Bull Market
22.77%
25.99%
Last Bear Market
-22.01%
-17.29%

Annual Total Return (%) History

Year
JGVRX
Category
2025
--
--
2024
31.29%
--
2023
40.35%
--
2022
-29.96%
--
2021
22.35%
--
2020
53.87%
35.86%
2019
36.33%
31.90%
2018
-1.22%
-2.09%

2017
35.69%
27.67%
2016
1.41%
3.23%
2015
9.03%
3.60%
2014
9.87%
10.00%
2013
44.97%
33.92%
2012
16.36%
15.34%
2011
-1.24%
-2.46%
2010
21.57%
15.53%
2009
--
35.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.78% -- -- --
2024 13.93% 6.98% 2.07% 5.53%
2023 12.51% 13.59% -3.24% 13.50%
2022 -8.85% -22.01% -3.33% 1.93%
2021 2.32% 9.24% 0.50% 8.92%
2020 -12.63% 32.86% 14.93% 15.34%
2019 17.96% 4.55% -1.61% 12.35%
2018 3.75% 6.70% 8.52% -17.77%
2017 10.65% 7.11% 6.74% 7.26%
2016 -4.18% 0.40% 6.15% -0.69%

2015 6.17% 3.70% -7.51% 7.08%
2014 0.21% 4.57% -0.21% 5.05%
2013 10.70% 4.30% 13.56% 10.56%
2012 19.79% -7.45% 6.09% -1.08%
2011 7.01% -0.32% -17.27% 11.91%
2010 5.08% -10.46% 13.72% 13.61%
2009 13.38% 13.83% 7.85% --

Rank in Category (By Total Return)

YTD 64
1-Month 75
3-Month 64
1-Year 59
3-Year 45
5-Year 9

Load Adjusted Returns

1-Year 3.96%
3-Year 8.50%
5-Year 20.20%
10-Year 15.35%

Performance & Risk

YTD Return -18.85%
5y Average Return 18.82%
Rank in Category (ytd) 64
% 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 -9.78%
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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