JLGZX: JPMORGAN LARGE CAP GROWTH FUND CLASS R2 (MUTUAL FUND)
Basic Info 77.95 0.35(0.45%) July 25
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 11/14/2008 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 1.24% |
| Expenses | 0.69% |
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Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/14/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 8.0 | 22.6 | 23.0 | 15.4 | 16.7 | 17.1 | 17.4 | 31.8 | 33.9 | -28.0 | 1.3 | 46.8 | 38.5 | -0.0 | 37.4 | -2.5 | 7.1 | 10.4 | 32.2 | 11.6 | 2.5 | 22.1 | 34.1 | 2.4 |
| Sharpe Ratio | NA | 0.45 | 0.85 | 0.97 | 0.62 | 0.7 | NA | 0.79 | 1.35 | 1.79 | -1.14 | 0.05 | 1.23 | 2.18 | -0.06 | 3.65 | -0.17 | 0.4 | 0.66 | 2.44 | 0.76 | 0.1 | 1.15 | 1.4 | 0.48 |
| Draw Down(%) | NA | 21.6 | 21.6 | 21.6 | 31.5 | 31.9 | NA | 31.9 | 13.2 | 11.9 | 29.7 | 20.4 | 31.9 | 8.2 | 25.5 | 3.4 | 16.5 | 13.7 | 11.1 | 7.6 | 11.6 | 17.3 | 13.6 | 19.5 | 11.0 |
| Standard Deviation(%) | NA | 25.7 | 23.0 | 20.3 | 21.5 | 21.9 | NA | 20.9 | 18.6 | 16.8 | 26.0 | 25.7 | 37.5 | 17.0 | 23.6 | 10.1 | 15.2 | 17.6 | 15.8 | 13.2 | 15.3 | 23.9 | 19.1 | 24.3 | 44.7 |
| Treynor Ratio | NA | 0.14 | 0.23 | 0.24 | 0.17 | 0.18 | NA | 0.18 | 0.29 | 0.34 | -0.44 | 0.02 | 0.46 | 0.47 | -0.01 | 0.33 | -0.03 | 0.07 | 0.09 | 0.31 | 0.11 | 0.03 | 0.23 | 0.35 | 0.23 |
| Alpha | NA | -0.01 | 0.01 | 0.01 | 0.03 | 0.02 | NA | 0.01 | 0.02 | -0.02 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | -0.02 | -0.02 | 0.01 | 0.04 | 0.0 | 0.01 |
| Beta | NA | 0.85 | 0.83 | 0.82 | 0.76 | 0.86 | NA | 0.89 | 0.87 | 0.87 | 0.67 | 0.7 | 1.02 | 0.78 | 1.12 | 1.12 | 1.0 | 1.07 | 1.13 | 1.05 | 1.02 | 0.89 | 0.97 | 0.97 | 0.91 |
| RSquared | NA | 0.98 | 0.96 | 0.95 | 0.88 | 0.89 | NA | 0.91 | 0.93 | 0.96 | 0.91 | 0.44 | 0.95 | 0.71 | 0.98 | 0.91 | 0.95 | 0.97 | 0.95 | 0.92 | 0.94 | 0.98 | 0.95 | 0.96 | 0.98 |
| Yield(%) | N/A | 0.0 | 1.2 | 1.6 | 5.9 | 9.5 | 14.1 | N/A | 1.5 | 0.0 | 2.4 | 16.7 | 8.1 | 16.5 | 14.3 | 18.0 | 9.2 | 4.7 | 2.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -87.8 | -30.3 | N/A | N/A | N/A | N/A | -100.0 | -85.4 | 194.6 | -39.8 | -1.5 | -5.8 | 78.7 | 96.2 | 158.1 | N/A | -100.0 | 2133.3 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2008
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