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JLGRX: JPMORGAN LARGE CAP GROWTH FUND CLASS R5 (MUTUAL FUND)
Basic Info 69.21 0.32(0.46%) April 24
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (3%) |
Start Date: | 04/16/2009 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.38% |
Expenses | 0.69% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/16/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | 10.5 | 38.3 | 8.1 | 18.6 | 16.9 | 17.9 | 17.9 | 35.4 | -25.7 | 19.0 | 56.2 | 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 | 1.33 | 1.79 | 0.22 | 0.68 | 0.75 | NA | 0.84 | 1.88 | -1.05 | 0.97 | 1.47 | 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 | 7.8 | 11.7 | 31.2 | 31.8 | 31.8 | NA | 31.8 | 11.7 | 29.4 | 12.9 | 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 | 18.6 | 16.7 | 20.4 | 24.8 | 21.2 | NA | 20.3 | 16.8 | 25.8 | 19.5 | 37.8 | 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 | 0.25 | 0.33 | 0.06 | 0.2 | 0.18 | NA | 0.19 | 0.37 | -0.42 | 0.23 | 0.54 | 0.48 | -0.01 | 0.34 | -0.02 | 0.07 | 0.1 | 0.31 | 0.12 | 0.03 | 0.23 | 0.51 |
Alpha | NA | 0.05 | 0.02 | 0.02 | 0.03 | 0.01 | NA | 0.01 | -0.01 | 0.01 | 0.03 | -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 | 0.98 | 0.92 | 0.71 | 0.85 | 0.89 | NA | 0.91 | 0.85 | 0.65 | 0.83 | 1.03 | 0.79 | 1.12 | 1.12 | 1.01 | 1.07 | 1.13 | 1.05 | 1.02 | 0.89 | 0.97 | 0.98 |
RSquared | NA | 0.97 | 0.94 | 0.84 | 0.87 | 0.87 | NA | 0.9 | 0.91 | 0.86 | 0.83 | 0.94 | 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 | 0.3 | 5.5 | 9.4 | 11.4 | 18.7 | N/A | 0.3 | 2.5 | 15.1 | 7.5 | 15.6 | 13.5 | 17.3 | 8.9 | 4.6 | 2.0 | 0.1 | 0.6 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -91.1 | -20.2 | 19.5 | N/A | N/A | N/A | -91.1 | -82.9 | 189.7 | -39.5 | -0.2 | -5.9 | 78.7 | 96.2 | 158.1 | 3000.0 | -85.7 | 1300.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/16/2009
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