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JGVRX: JPMorgan Growth Advantage R5 (MUTUAL FUND)
Basic Info 36.91 0.24(0.65%) July 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 01/12/2009 |
| Last Dividend Date: | 12/18/2020 |
| 12-Mo. Yield | 9.60% |
| Expenses | 0.86% |
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Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.0 | 14.0 | 38.1 | 27.8 | 26.1 | 19.9 | 21.1 | 52.6 | 36.3 | -1.2 | 35.7 | 1.4 | 9.0 | 9.9 | 45.0 | 16.3 | -1.2 | 21.6 | 41.4 |
| SR | NA | 1.31 | 1.59 | 1.0 | 1.12 | 0.93 | 0.98 | 1.36 | 2.19 | -0.12 | 3.56 | 0.07 | 0.53 | 0.62 | 3.39 | 1.04 | -0.05 | 1.03 | 1.65 |
| DD(%) | NA | 10.1 | 11.0 | 31.8 | 31.8 | 31.8 | 31.8 | 31.8 | 8.3 | 24.3 | 3.1 | 18.1 | 13.8 | 10.6 | 6.0 | 12.4 | 23.1 | 16.6 | 18.6 |
| SD(%) | NA | 19.5 | 23.9 | 27.2 | 22.6 | 20.9 | 21.2 | 38.2 | 15.9 | 21.9 | 9.9 | 16.9 | 16.9 | 15.9 | 13.2 | 15.8 | 27.9 | 20.8 | 25.8 |
| TR | NA | 0.32 | 0.46 | 0.29 | 0.27 | 0.2 | 0.21 | 0.53 | 0.45 | -0.02 | 0.32 | 0.01 | 0.09 | 0.09 | 0.43 | 0.16 | -0.01 | 0.2 | 0.41 |
| Alpha(%) | NA | 0.02 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.02 | -0.01 | 0.0 | 0.03 | 0.0 |
| Beta(%) | NA | 0.81 | 0.82 | 0.94 | 0.95 | 1.0 | 1.01 | 0.99 | 0.78 | 1.04 | 1.09 | 1.11 | 1.02 | 1.13 | 1.05 | 1.06 | 1.05 | 1.06 | 1.03 |
| RS | NA | 0.87 | 0.64 | 0.86 | 0.87 | 0.9 | 0.92 | 0.86 | 0.76 | 0.98 | 0.9 | 0.94 | 0.96 | 0.94 | 0.92 | 0.96 | 0.98 | 0.96 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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Best Closed End Funds
- EOS (Eaton Vance Enhanced Equity Income II) 0.89% (65%)
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- GAM (General American Investors) 0.50% (17%)
- ETV (Eaton Vance Tax-Managed Buy-Write Opp) 0.30% (15%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.89% (10%)
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