Nasdaq - Delayed Quote USD

JPMorgan U.S. GARP Equity I (JPGSX)

85.43
-0.25
(-0.29%)
At close: May 30 at 8:04:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.26%
5y Average Return 17.50%
Number of Years Up 18
Number of Years Down 3
Best 1Y Total Return (May 29, 2025) 42.03%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 42.03%
Worst 3Y Total Return 6.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JPGSX
Category
YTD
-8.93%
12.38%
1-Month
0.73%
5.09%
3-Month
-10.56%
10.28%
1-Year
11.10%
41.70%
3-Year
14.98%
22.56%
5-Year
16.64%
21.98%
10-Year
13.72%
15.99%
Last Bull Market
23.26%
25.99%
Last Bear Market
-20.01%
-17.29%

Annual Total Return (%) History

Year
JPGSX
Category
2025
--
--
2024
32.54%
--
2023
42.03%
--
2022
-27.60%
--
2021
31.01%
--
2020
27.78%
35.86%
2019
29.12%
31.90%
2018
-3.53%
-2.09%

2017
31.89%
27.67%
2016
5.70%
3.23%
2015
2.15%
3.60%
2014
16.39%
10.00%
2013
34.30%
33.92%
2012
15.95%
15.34%
2011
1.38%
-2.46%
2010
15.87%
15.53%
2009
33.82%
35.68%
2008
-39.23%
-40.67%
2007
11.16%
13.35%
2006
9.38%
7.05%
2005
8.79%
6.71%
2004
10.45%
7.81%
2003
--
28.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.59% -- -- --
2024 13.90% 7.50% 3.73% 4.36%
2023 14.14% 12.36% -2.95% 14.12%
2022 -8.57% -20.01% -3.51% 2.59%
2021 5.20% 10.07% 0.24% 12.87%
2020 -15.53% 24.77% 9.62% 10.60%
2019 15.10% 2.42% -0.35% 9.91%
2018 1.68% 4.22% 8.83% -16.34%
2017 9.62% 4.09% 6.85% 8.17%
2016 -0.29% -0.36% 4.61% 1.70%

2015 1.21% 0.90% -6.40% 6.86%
2014 1.89% 4.70% 3.44% 5.48%
2013 10.13% 2.43% 6.54% 11.75%
2012 14.79% -3.86% 7.24% -2.02%
2011 6.90% 1.57% -14.83% 9.62%
2010 5.44% -13.06% 12.08% 12.77%
2009 -6.94% 14.99% 15.81% 7.99%
2008 -12.43% 2.74% -13.23% -22.16%
2007 2.57% 6.39% 3.25% -1.34%
2006 4.11% -3.06% 2.30% 5.95%
2005 -1.26% 2.02% 5.18% 2.69%
2004 1.99% 1.30% -3.32% 10.57%
2003 12.62% 6.13% 12.29% --

Rank in Category (By Total Return)

YTD 78
1-Month 74
3-Month 62
1-Year 55
3-Year 31
5-Year 17

Load Adjusted Returns

1-Year 11.10%
3-Year 14.98%
5-Year 16.64%
10-Year 13.72%

Performance & Risk

YTD Return -0.26%
5y Average Return 17.50%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family JPMorgan
Net Assets 1.67B
YTD Return -8.93%
Yield 0.16%
Morningstar Rating
Inception Date Feb 18, 2005

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in equity investments of large and mid capitalization companies located in the U.S. "Assets" means net assets, plus the amount of borrowings for investment purposes. It invests primarily in a broad portfolio of equity securities that the adviser believes are high quality growth companies that have strong fundamentals and are trading at what the adviser determines to be attractive valuations. The fund is non-diversified.

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