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JGVVX: JPMORGAN GROWTH ADVANTAGE FUND CLASS R6 (MUTUAL FUND)
Basic Info 45.65 0.31(0.68%) December 02
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 12/24/2013 |
| Last Dividend Date: | 12/13/2023 |
| 12-Mo. Yield | 0.60% |
| Expenses | 1.05% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 33.1 | 40.3 | 9.9 | 20.5 | 17.5 | 18.3 | 41.1 | -30.2 | 22.8 | 54.0 | 36.6 | -1.0 | 35.8 | 1.5 | 9.2 | 9.9 | 0.5 |
| Sharpe Ratio | NA | 1.6 | 1.88 | 0.24 | 0.69 | 0.72 | 0.72 | 2.16 | -1.0 | 1.22 | 1.4 | 2.21 | -0.11 | 3.58 | 0.08 | 0.54 | 0.62 | 5.14 |
| Draw Down(%) | NA | 13.0 | 13.0 | 34.0 | 34.9 | 34.9 | 34.9 | 11.5 | 33.4 | 10.1 | 31.8 | 8.3 | 24.2 | 3.1 | 18.1 | 13.7 | 10.5 | 0.4 |
| Standard Deviation(%) | NA | 18.0 | 17.5 | 23.6 | 26.2 | 22.0 | 21.6 | 17.2 | 31.8 | 18.6 | 38.3 | 15.9 | 21.9 | 9.9 | 16.9 | 16.9 | 16.0 | 7.2 |
| Treynor Ratio | NA | 0.31 | 0.35 | 0.07 | 0.21 | 0.18 | 0.17 | 0.42 | -0.39 | 0.32 | 0.54 | 0.47 | -0.02 | 0.32 | 0.01 | 0.09 | 0.09 | 0.25 |
| Alpha | NA | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.02 | 0.05 | -0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 | -0.19 |
| Beta | NA | 0.93 | 0.93 | 0.83 | 0.87 | 0.9 | 0.91 | 0.88 | 0.81 | 0.7 | 0.99 | 0.74 | 1.04 | 1.1 | 1.11 | 1.02 | 1.14 | 1.46 |
| RSquared | NA | 0.98 | 0.97 | 0.88 | 0.85 | 0.86 | 0.86 | 0.93 | 0.89 | 0.65 | 0.85 | 0.72 | 0.98 | 0.91 | 0.94 | 0.96 | 0.94 | 0.94 |
| Yield(%) | N/A | 0.0 | 0.6 | 4.4 | 8.6 | 9.4 | N/A | 0.8 | 0.3 | 15.3 | 13.6 | 11.6 | 8.4 | 5.2 | 0.0 | 3.6 | 4.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 109.0 | -26.9 | N/A | N/A | N/A | 109.0 | -98.1 | 53.3 | 48.3 | 23.5 | 110.4 | N/A | -100.0 | -5.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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