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JPMorgan Growth and Income R3 (JGAVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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79.24-0.06 (-0.08%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.83%
5-year average return11.25%
Number of years up4
Number of years down2
Best 1-yr total return (25 Jun 2024)27.82%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return27.82%
Worst 3-yr total return7.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJGAVXCategory
YTD8.67%4.44%
1-month3.31%-4.04%
3-month4.53%4.09%
1-year21.14%14.37%
3-year6.95%6.04%
5-year12.69%9.20%
10-year9.93%8.57%
Last bull market20.75%22.97%
Last bear market-9.75%-11.27%

Annual total return (%) history

Year
JGAVXCategory
2024
N/AN/A
2023
9.18%11.63%
2022
-2.56%-5.90%
2021
26.85%26.22%
2020
4.29%2.91%
2019
27.82%25.04%
2018
-7.71%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.35%N/AN/AN/A
2023-0.54%4.20%-2.93%8.53%
2022-0.48%-9.75%-3.70%12.66%
202111.66%6.36%-0.83%7.72%
2020-26.16%15.76%5.45%15.71%
201910.89%3.82%1.98%8.86%
2018-1.66%1.30%5.49%-12.18%
20177.16%N/AN/AN/A

Rank in category (by total return)

YTD35
1-month39
3-month36
1-year63
3-year38
5-year28

Load adjusted returns

1-year21.14%
3-year6.95%
5-year12.69%
10-year9.93%