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JPMorgan Hedged Equity 3 R5 (JHTGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.12-0.20 (-1.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.08%
5-Year Average Return0.00%
Number of Years Up1
Number of Years Down1
Best 1 Yr Total Return (Apr 28, 2024)18.77%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return18.77%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJHTGXCategory
YTD5.64%6.64%
1-Month2.45%1.03%
3-Month5.64%3.58%
1-Year21.34%16.67%
3-Year5.86%6.96%
5-Year0.00%6.01%
10-Year0.00%4.42%
Last Bull Market8.71%12.48%
Last Bear Market-10.90%-10.95%

Annual Total Return (%) History

Year
JHTGXCategory
2024
N/AN/A
2023
18.77%N/A
2022
-14.35%N/A
2021
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.64%N/AN/AN/A
20233.41%7.30%-0.68%7.78%
2022-4.29%-10.90%-4.27%4.92%
20213.92%-0.95%7.24%N/A

Rank In Category (By Total Return)

YTD27
1-Month10
3-Month27
1-Year15
3-Year60
5-YearN/A

Load Adjusted Returns

1-Year21.34%
3-Year5.86%
5-YearN/A
10-YearN/A