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JPMorgan Growth Advantage R3 (JGTTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.20-0.26 (-0.69%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return21.65%
5-Year Average Return19.56%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)53.25%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return53.25%
Worst 3-Yr Total Return5.92%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJGTTXCategory
YTD13.93%12.38%
1-Month5.51%5.09%
3-Month2.35%10.28%
1-Year34.10%41.70%
3-Year8.38%22.56%
5-Year19.66%21.98%
10-Year16.16%15.99%
Last Bull Market32.52%25.99%
Last Bear Market-22.11%-17.29%

Annual Total Return (%) History

Year
JGTTXCategory
2024
N/AN/A
2023
39.78%N/A
2022
-30.26%N/A
2021
21.89%N/A
2020
53.25%35.86%
2019
35.79%31.90%
2018
-1.63%-2.09%
2017
N/A27.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.83%N/AN/AN/A
202312.40%13.45%-3.31%13.37%
2022-8.96%-22.11%-3.43%1.83%
20212.22%9.16%0.39%8.81%
2020-12.70%32.72%14.80%15.22%
201917.85%4.46%-1.70%12.21%
20183.61%6.62%8.42%-17.86%
20176.63%7.20%N/AN/A

Rank In Category (By Total Return)

YTD34
1-Month44
3-Month52
1-Year32
3-Year35
5-Year8

Load Adjusted Returns

1-Year34.10%
3-Year8.38%
5-Year19.66%
10-Year16.16%