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JPMorgan Large Cap Growth R3 (JLGPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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73.20+0.97 (+1.34%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return22.61%
5-Year Average Return19.36%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Jun 23, 2024)55.62%
Worst 1 Yr Total Return (Jun 23, 2024)N/A
Best 3-Yr Total Return55.62%
Worst 3-Yr Total Return5.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJLGPXCategory
YTD16.41%12.38%
1-Month5.46%5.09%
3-Month2.53%10.28%
1-Year35.66%41.70%
3-Year9.48%22.56%
5-Year20.05%21.98%
10-Year16.75%15.99%
Last Bull Market34.79%25.99%
Last Bear Market-18.49%-17.29%

Annual Total Return (%) History

Year
JLGPXCategory
2024
N/AN/A
2023
34.29%N/A
2022
-25.59%N/A
2021
18.20%N/A
2020
55.62%35.86%
2019
38.73%31.90%
2018
0.05%-2.09%
2017
37.63%27.67%
2016
N/A3.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202416.01%N/AN/AN/A
20239.07%12.89%-3.76%13.33%
2022-10.33%-18.49%-1.60%3.45%
20210.27%8.64%0.39%8.09%
2020-11.66%36.09%16.28%11.33%
201919.31%7.45%-1.26%9.59%
20185.11%7.35%9.17%-18.78%
201711.50%8.45%5.44%7.95%
2016-0.93%N/AN/AN/A

Rank In Category (By Total Return)

YTD16
1-Month45
3-Month49
1-Year23
3-Year24
5-Year6

Load Adjusted Returns

1-Year35.66%
3-Year9.48%
5-Year20.05%
10-Year16.75%