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JLGZX: JPMORGAN LARGE CAP GROWTH FUND CLASS R2 (MUTUAL FUND)
Basic Info 61.42 1.16(1.92%) April 26
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (9%) |
Start Date: | 11/14/2008 |
Last Dividend Date: | 12/13/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.69% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/14/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.7 | 11.6 | 41.4 | 6.8 | 18.0 | 16.4 | 17.3 | 17.0 | 34.6 | -26.2 | 18.2 | 55.2 | 38.5 | -0.0 | 37.4 | -2.5 | 7.1 | 10.4 | 32.2 | 11.6 | 2.5 | 22.1 | 34.1 | 2.4 |
Sharpe Ratio | NA | 1.28 | 1.73 | 0.19 | 0.65 | 0.71 | NA | 0.77 | 1.83 | -1.07 | 0.94 | 1.44 | 2.18 | -0.06 | 3.65 | -0.17 | 0.4 | 0.66 | 2.44 | 0.76 | 0.1 | 1.15 | 1.4 | 0.48 |
Draw Down(%) | NA | 7.9 | 11.9 | 31.5 | 31.9 | 31.9 | NA | 31.9 | 11.9 | 29.6 | 12.9 | 31.9 | 8.2 | 25.5 | 3.4 | 16.5 | 13.7 | 11.1 | 7.6 | 11.6 | 17.3 | 13.6 | 19.5 | 11.0 |
Standard Deviation(%) | NA | 18.6 | 16.7 | 20.3 | 24.8 | 21.2 | NA | 21.0 | 16.8 | 25.8 | 19.3 | 38.0 | 17.0 | 23.6 | 10.1 | 15.2 | 17.6 | 15.8 | 13.2 | 15.3 | 23.9 | 19.1 | 24.3 | 44.7 |
Treynor Ratio | NA | 0.24 | 0.32 | 0.05 | 0.19 | 0.17 | NA | 0.18 | 0.36 | -0.42 | 0.21 | 0.53 | 0.47 | -0.01 | 0.33 | -0.03 | 0.07 | 0.09 | 0.31 | 0.11 | 0.03 | 0.23 | 0.35 | 0.23 |
Alpha | NA | 0.04 | 0.01 | 0.02 | 0.02 | 0.01 | NA | 0.01 | -0.01 | 0.01 | 0.03 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | -0.02 | -0.02 | 0.01 | 0.04 | 0.0 | 0.01 |
Beta | NA | 0.98 | 0.92 | 0.73 | 0.85 | 0.89 | NA | 0.91 | 0.85 | 0.66 | 0.85 | 1.03 | 0.78 | 1.12 | 1.12 | 1.0 | 1.07 | 1.13 | 1.05 | 1.02 | 0.89 | 0.97 | 0.97 | 0.91 |
RSquared | NA | 0.97 | 0.94 | 0.89 | 0.89 | 0.89 | NA | 0.91 | 0.91 | 0.91 | 0.89 | 0.93 | 0.71 | 0.98 | 0.91 | 0.95 | 0.97 | 0.95 | 0.92 | 0.94 | 0.98 | 0.95 | 0.96 | 0.98 |
Yield(%) | N/A | 0.0 | 0.0 | 5.9 | 9.7 | 11.8 | 18.3 | N/A | 0.0 | 2.4 | 16.7 | 8.1 | 16.5 | 14.3 | 18.0 | 9.2 | 4.7 | 2.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.1 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -22.2 | 16.5 | N/A | N/A | N/A | -100.0 | -85.4 | 194.3 | -39.6 | -1.5 | -5.9 | 78.7 | 96.2 | 158.1 | N/A | -100.0 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2008
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