Nasdaq - Delayed Quote USD
JPMorgan Large Cap Growth R2 (JLGZX)
64.15
-3.36
(-4.98%)
As of 8:06:24 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -6.47% |
| 5y Average Return | 21.49% |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 2, 2025) | 55.24% |
| Worst 1Y Total Return (Apr 2, 2025) | -- |
| Best 3Y Total Return | 55.24% |
| Worst 3Y Total Return | 4.91% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JLGZX
Category
- YTD
- -7.88%
- 12.38%
- 1-Month
- -7.60%
- 5.09%
- 3-Month
- -7.88%
- 10.28%
- 1-Year
- 5.80%
- 41.70%
- 3-Year
- 10.81%
- 22.56%
- 5-Year
- 20.38%
- 21.98%
- 10-Year
- 15.55%
- 15.99%
- Last Bull Market
- 21.28%
- 25.99%
- Last Bear Market
- -18.55%
- -17.29%
Annual Total Return (%) History
Year
JLGZX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -7.88% | -- | -- | -- |
| 2024 | 15.95% | 6.86% | 2.24% | 5.12% |
| 2023 | 9.00% | 12.81% | -3.82% | 13.25% |
| 2022 | -10.38% | -18.55% | -1.64% | 3.37% |
| 2021 | 0.21% | 8.55% | 0.33% | 8.03% |
| 2020 | -11.72% | 36.00% | 16.21% | 11.26% |
| 2019 | 19.21% | 7.41% | -1.31% | 9.52% |
| 2018 | 5.04% | 7.30% | 9.11% | -18.84% |
| 2017 | 11.46% | 8.39% | 5.38% | 7.86% |
| 2016 | -6.48% | -0.86% | 6.28% | -0.98% |
| 2015 | 4.29% | 2.11% | -6.26% | 7.36% |
| 2014 | -1.43% | 3.62% | 3.31% | 4.66% |
| 2013 | 6.23% | 1.78% | 11.17% | 9.94% |
| 2012 | 16.63% | -5.86% | 4.27% | -2.51% |
| 2011 | 5.09% | 1.55% | -11.96% | 9.05% |
| 2010 | 2.81% | -9.91% | 17.20% | 12.47% |
| 2009 | -5.07% | 10.60% | 14.97% | 11.13% |
Rank in Category (By Total Return)
| YTD | 36 |
| 1-Month | 33 |
| 3-Month | 36 |
| 1-Year | 39 |
| 3-Year | 9 |
| 5-Year | 8 |
Load Adjusted Returns
| 1-Year | 5.80% |
| 3-Year | 10.81% |
| 5-Year | 20.38% |
| 10-Year | 15.55% |
Performance & Risk
| YTD Return | -6.47% |
| 5y Average Return | 21.49% |
| Rank in Category (ytd) | 36 |
| % 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 | -7.88% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 04, 1997 |
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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