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Nasdaq - Delayed Quote USD

JPMorgan Large Cap Growth R5 (JLGRX)

76.63
-0.05
(-0.07%)
At close: 8:01:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.25%
5y Average Return 18.02%
Number of Years Up 13
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2025) 56.28%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 56.28%
Worst 3Y Total Return 5.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JLGRX
Category
YTD
-7.74%
12.38%
1-Month
-7.56%
5.09%
3-Month
-7.74%
10.28%
1-Year
6.50%
41.70%
3-Year
11.53%
22.56%
5-Year
21.17%
21.98%
10-Year
16.30%
15.99%
Last Bull Market
21.74%
25.99%
Last Bear Market
-18.42%
-17.29%

Annual Total Return (%) History

Year
JLGRX
Category
2025
--
--
2024
34.05%
--
2023
34.79%
--
2022
-25.28%
--
2021
18.66%
--
2020
56.28%
35.86%
2019
39.24%
31.90%
2018
0.47%
-2.09%

2017
38.22%
27.67%
2016
-1.85%
3.23%
2015
7.84%
3.60%
2014
11.08%
10.00%
2013
33.00%
33.92%
2012
12.31%
15.34%
2011
3.13%
-2.46%
2010
22.86%
15.53%
2009
--
35.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.74% -- -- --
2024 16.13% 7.06% 2.40% 5.29%
2023 9.17% 12.99% -3.66% 13.42%
2022 -10.23% -18.42% -1.49% 3.57%
2021 0.37% 8.73% 0.49% 8.20%
2020 -11.57% 36.23% 16.39% 11.45%
2019 19.40% 7.58% -1.15% 9.66%
2018 5.21% 7.46% 9.28% -18.68%
2017 11.64% 8.54% 5.56% 8.06%
2016 -6.36% -0.68% 6.43% -0.83%

2015 4.44% 2.25% -6.09% 7.53%
2014 -1.31% 3.80% 3.48% 4.79%
2013 6.41% 1.92% 11.39% 10.09%
2012 16.80% -5.68% 4.42% -2.37%
2011 5.21% 1.77% -11.84% 9.24%
2010 3.00% -9.81% 17.46% 12.60%
2009 15.22% 11.31% -- --

Rank in Category (By Total Return)

YTD 34
1-Month 32
3-Month 34
1-Year 32
3-Year 5
5-Year 4

Load Adjusted Returns

1-Year 6.50%
3-Year 11.53%
5-Year 21.17%
10-Year 16.30%

Performance & Risk

YTD Return -7.25%
5y Average Return 18.02%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family JPMorgan
Net Assets 97.34B
YTD Return -7.74%
Yield 0.12%
Morningstar Rating
Inception Date Feb 28, 1992

Fund Summary

Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of large, well-established companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Growth Index at the time of purchase. The fund is non-diversified.

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