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JLGMX: JPMORGAN LARGE CAP GROWTH FUND CLASS R6 (MUTUAL FUND)
Basic Info 71.37 1.15(1.64%) May 03
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (3%) |
Start Date: | 12/07/2010 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.46% |
Expenses | 0.69% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/07/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 12.6 | 41.4 | 8.5 | 18.7 | 17.4 | 16.3 | 35.5 | -25.6 | 19.1 | 56.4 | 39.5 | 0.7 | 38.4 | -1.8 | 7.8 | 11.1 | 33.0 | 12.4 | 3.2 | 1.6 |
Sharpe Ratio | NA | 2.02 | 2.23 | 0.3 | 0.69 | 0.77 | 0.76 | 1.88 | -1.05 | 0.97 | 1.48 | 2.24 | -0.02 | 3.76 | -0.13 | 0.44 | 0.7 | 2.51 | 0.81 | 0.13 | 5.33 |
Draw Down(%) | NA | 7.8 | 11.7 | 31.1 | 31.8 | 31.8 | 31.8 | 11.7 | 29.3 | 12.9 | 31.8 | 8.1 | 25.4 | 3.4 | 16.5 | 13.6 | 11.0 | 7.6 | 11.5 | 17.2 | 0.7 |
Standard Deviation(%) | NA | 18.7 | 16.8 | 20.4 | 24.8 | 21.2 | 20.4 | 16.8 | 25.8 | 19.6 | 37.8 | 17.0 | 23.6 | 10.1 | 15.2 | 17.6 | 15.8 | 13.1 | 15.3 | 23.8 | 5.0 |
Treynor Ratio | NA | 0.39 | 0.41 | 0.09 | 0.2 | 0.19 | 0.17 | 0.37 | -0.43 | 0.25 | 0.54 | 0.49 | -0.01 | 0.34 | -0.02 | 0.07 | 0.1 | 0.31 | 0.12 | 0.04 | 0.28 |
Alpha | NA | 0.03 | 0.01 | 0.02 | 0.03 | 0.01 | 0.01 | -0.01 | 0.0 | 0.03 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 0.01 | 0.0 |
Beta | NA | 0.97 | 0.92 | 0.69 | 0.83 | 0.88 | 0.89 | 0.85 | 0.64 | 0.76 | 1.03 | 0.78 | 1.12 | 1.12 | 1.01 | 1.07 | 1.13 | 1.05 | 1.02 | 0.89 | 0.93 |
RSquared | NA | 0.97 | 0.94 | 0.79 | 0.85 | 0.86 | 0.87 | 0.91 | 0.83 | 0.7 | 0.94 | 0.71 | 0.98 | 0.91 | 0.95 | 0.97 | 0.95 | 0.92 | 0.94 | 0.98 | 0.73 |
Yield(%) | N/A | 0.0 | 0.4 | 5.6 | 9.2 | 11.4 | N/A | 0.4 | 2.5 | 15.0 | 7.5 | 15.6 | 13.5 | 17.2 | 8.9 | 4.6 | 2.0 | 0.1 | 0.7 | 0.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -87.8 | -19.9 | 20.5 | N/A | N/A | -87.8 | -82.3 | 187.0 | -39.4 | 0.0 | -5.3 | 78.7 | 96.2 | 158.1 | 1966.7 | -80.0 | 650.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/2010
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