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JPMorgan Small Cap Growth L (JISGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.87-0.04 (-0.19%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.75%
5-year average return6.25%
Number of years up12
Number of years down6
Best 1-yr total return (27 Jun 2024)59.78%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return59.78%
Worst 3-yr total return-9.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJISGXCategory
YTD4.91%12.40%
1-month2.96%3.37%
3-month-4.02%4.88%
1-year14.77%55.69%
3-year-7.71%19.34%
5-year7.46%20.72%
10-year10.45%13.98%
Last bull market36.65%27.85%
Last bear market-21.83%-24.06%

Annual total return (%) history

Year
JISGXCategory
2024
N/AN/A
2023
14.33%N/A
2022
-32.19%N/A
2021
-5.64%N/A
2020
59.78%38.62%
2019
37.66%27.68%
2018
-4.41%-5.76%
2017
41.70%21.50%
2016
8.16%11.20%
2015
-1.75%-2.41%
2014
0.19%2.44%
2013
48.44%40.91%
2012
12.69%13.15%
2011
-3.17%-3.55%
2010
34.40%26.98%
2009
39.37%35.46%
2008
-43.14%-41.55%
2007
12.82%7.59%
2006
16.51%10.81%
2005
N/A6.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.56%N/AN/AN/A
20234.62%8.33%-9.03%10.89%
2022-13.87%-21.83%2.05%-1.30%
2021-1.05%2.06%-5.70%-0.91%
2020-21.27%37.49%13.95%29.54%
201923.50%2.71%-3.91%12.93%
20185.87%8.55%6.21%-21.69%
201711.79%7.44%9.22%8.02%
2016-9.24%6.09%12.35%-0.02%
20156.06%3.51%-15.32%5.68%
20140.51%-3.56%-5.67%9.57%
201312.77%6.81%13.04%9.02%
201213.93%-7.21%8.11%-1.40%
20119.83%-0.69%-24.40%17.43%
20109.11%-8.87%13.40%19.19%
2009-8.10%23.14%17.11%5.15%
2008-15.61%0.21%-9.18%-25.97%
20071.14%7.81%6.28%-2.65%
200615.92%-6.71%-2.86%10.92%
20053.49%6.27%2.26%N/A

Rank in category (by total return)

YTD46
1-month79
3-month90
1-year71
3-year82
5-year73

Load adjusted returns

1-year14.77%
3-year-7.71%
5-year7.46%
10-year10.45%