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JPMorgan Growth Advantage R2 (JGRJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.44-0.26 (-0.71%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return21.51%
5-Year Average Return19.26%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)52.89%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return52.89%
Worst 3-Yr Total Return5.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJGRJXCategory
YTD13.84%12.38%
1-Month5.50%5.09%
3-Month2.31%10.28%
1-Year33.78%41.70%
3-Year8.11%22.56%
5-Year19.36%21.98%
10-Year15.86%15.99%
Last Bull Market32.36%25.99%
Last Bear Market-22.15%-17.29%

Annual Total Return (%) History

Year
JGRJXCategory
2024
N/AN/A
2023
39.38%N/A
2022
-30.41%N/A
2021
21.56%N/A
2020
52.89%35.86%
2019
35.44%31.90%
2018
-1.89%-2.09%
2017
N/A27.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.77%N/AN/AN/A
202312.28%13.40%-3.37%13.28%
2022-8.99%-22.15%-3.48%1.77%
20212.18%9.06%0.33%8.73%
2020-12.71%32.61%14.73%15.12%
201917.82%4.38%-1.80%12.14%
20183.56%6.54%8.35%-17.93%
20177.10%N/AN/AN/A

Rank In Category (By Total Return)

YTD35
1-Month44
3-Month53
1-Year34
3-Year39
5-Year10

Load Adjusted Returns

1-Year33.78%
3-Year8.11%
5-Year19.36%
10-Year15.86%