Canada markets closed

JPMorgan Small Cap Growth R3 (JGRQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
16.85-0.03 (-0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.58%
5-Year Average Return5.83%
Number of Years Up3
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)59.17%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return59.17%
Worst 3-Yr Total Return-10.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJGRQXCategory
YTD4.74%12.40%
1-Month2.92%3.37%
3-Month-4.11%4.88%
1-Year14.36%55.69%
3-Year-8.08%19.34%
5-Year7.02%20.72%
10-Year10.00%13.98%
Last Bull Market36.38%27.85%
Last Bear Market-21.89%-24.06%

Annual Total Return (%) History

Year
JGRQXCategory
2024
N/AN/A
2023
13.90%N/A
2022
-32.48%N/A
2021
-6.04%N/A
2020
59.17%38.62%
2019
37.09%27.68%
2018
-4.82%-5.76%
2017
N/A21.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.45%N/AN/AN/A
20234.54%8.20%-9.11%10.79%
2022-13.95%-21.89%1.95%-1.46%
2021-1.17%1.98%-5.82%-1.01%
2020-21.35%37.31%13.88%29.43%
201923.32%2.66%-4.00%12.80%
20185.72%8.47%6.07%-21.75%
20177.94%N/AN/AN/A

Rank In Category (By Total Return)

YTD48
1-Month80
3-Month90
1-Year73
3-Year85
5-Year78

Load Adjusted Returns

1-Year14.36%
3-Year-8.08%
5-Year7.02%
10-Year10.00%