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JLGRX: JPMORGAN LARGE CAP GROWTH FUND CLASS R5 (MUTUAL FUND)
Basic Info 83.18 0.11(0.13%) May 19
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 04/16/2009 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 0.13% |
| Expenses | 0.69% |
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Performance Analytics (As of 05/19/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/16/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.4 | 0.6 | 14.4 | 18.9 | 13.3 | 14.6 | 15.7 | 16.5 | 32.8 | 34.8 | -27.3 | 3.6 | 48.5 | 39.3 | 0.6 | 38.3 | -1.9 | 7.7 | 11.1 | 33.0 | 12.3 | 3.1 | 22.9 | 33.6 |
| Sharpe Ratio | NA | -0.05 | 0.33 | 0.69 | 0.45 | 0.56 | NA | 0.74 | 1.41 | 1.84 | -1.11 | 0.14 | 1.28 | 2.22 | -0.03 | 3.73 | -0.14 | 0.44 | 0.7 | 2.51 | 0.81 | 0.13 | 1.2 | 2.56 |
| Draw Down(%) | NA | 21.5 | 21.5 | 21.5 | 39.8 | 39.8 | NA | 39.8 | 13.2 | 11.7 | 29.5 | 19.1 | 31.8 | 8.1 | 25.4 | 3.4 | 16.5 | 13.6 | 11.0 | 7.5 | 11.5 | 17.2 | 13.5 | 8.9 |
| Standard Deviation(%) | NA | 30.5 | 23.8 | 21.3 | 23.1 | 22.5 | NA | 20.9 | 18.6 | 16.8 | 26.0 | 24.7 | 37.4 | 17.1 | 23.6 | 10.1 | 15.3 | 17.6 | 15.8 | 13.2 | 15.3 | 23.8 | 19.0 | 19.5 |
| Treynor Ratio | NA | -0.02 | 0.09 | 0.18 | 0.14 | 0.15 | NA | 0.17 | 0.3 | 0.35 | -0.43 | 0.05 | 0.47 | 0.48 | -0.01 | 0.34 | -0.02 | 0.07 | 0.1 | 0.31 | 0.12 | 0.03 | 0.23 | 0.51 |
| Alpha | NA | -0.02 | 0.0 | 0.01 | 0.02 | 0.01 | NA | 0.01 | 0.03 | -0.01 | 0.0 | 0.02 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 0.01 | 0.04 | 0.01 |
| Beta | NA | 0.85 | 0.84 | 0.8 | 0.77 | 0.87 | NA | 0.89 | 0.88 | 0.87 | 0.67 | 0.69 | 1.01 | 0.79 | 1.12 | 1.12 | 1.01 | 1.07 | 1.13 | 1.05 | 1.02 | 0.89 | 0.97 | 0.98 |
| RSquared | NA | 0.98 | 0.96 | 0.93 | 0.81 | 0.85 | NA | 0.88 | 0.93 | 0.96 | 0.91 | 0.46 | 0.96 | 0.71 | 0.98 | 0.91 | 0.95 | 0.97 | 0.95 | 0.92 | 0.94 | 0.98 | 0.95 | 0.96 |
| Yield(%) | N/A | 0.0 | 0.1 | 0.3 | 0.2 | 5.7 | 8.9 | N/A | 0.2 | 0.3 | 0.4 | 0.0 | 0.1 | 15.6 | 13.5 | 17.3 | 8.9 | 4.6 | 2.0 | 0.1 | 0.7 | 0.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -32.6 | -91.2 | -97.5 | N/A | N/A | N/A | -32.6 | -39.5 | N/A | -100.0 | -99.0 | -0.2 | -5.8 | 78.7 | 96.2 | 158.1 | 2595.7 | -84.0 | 928.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/16/2009
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View Historical Data in an advanced chart |
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See LARGE GROWTH Asset Class Trend Rankings |
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Best ETFs
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- QQQQ (PowerShares QQQ) 0.10% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.12% (97%)
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- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.32% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 0.06% (96%)
- PWB (Invesco Large Cap Growth ETF) 0.54% (96%)
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Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.35% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.09% (98%)
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- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.27% (97%)
- GAM (General American Investors Closed Fund) 0.11% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.0% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.98% (97%)
- FXBY (Foxby Corp) 3.06% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.19% (22%)
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