UK markets closed

JAG Large Cap Growth A (JLGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
18.29-0.13 (-0.71%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.91%
5-year average return11.40%
Number of years up11
Number of years down1
Best 1-yr total return (24 Apr 2024)40.38%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return40.38%
Worst 3-yr total return3.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJLGAXCategory
YTD13.98%12.38%
1-month0.78%5.09%
3-month13.98%10.28%
1-year44.97%41.70%
3-year8.62%22.56%
5-year13.44%21.98%
10-year13.15%15.99%
Last bull market38.73%25.99%
Last bear market-19.53%-17.29%

Annual total return (%) history

Year
JLGAXCategory
2024
N/AN/A
2023
40.38%N/A
2022
-31.13%N/A
2021
15.58%N/A
2020
39.95%35.86%
2019
20.83%31.90%
2018
0.15%-2.09%
2017
34.68%27.67%
2016
3.32%3.23%
2015
5.84%3.60%
2014
8.10%10.00%
2013
32.31%33.92%
2012
13.94%15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.98%N/AN/AN/A
202310.37%14.70%-3.32%14.70%
2022-14.77%-19.53%-2.45%2.93%
2021-0.63%11.60%-0.79%5.05%
2020-13.24%28.31%11.57%12.68%
201914.66%2.89%-3.49%6.12%
20183.35%5.53%10.91%-17.21%
201711.19%5.94%9.62%4.30%
2016-4.66%3.72%7.38%-2.69%
20155.59%0.69%-5.76%5.63%
2014-0.20%3.55%0.13%4.47%
20136.56%1.89%11.43%9.36%
201216.82%-4.77%5.01%-2.46%

Rank in category (by total return)

YTD25
1-month94
3-month25
1-year13
3-year55
5-year73

Load adjusted returns

1-year36.64%
3-year6.50%
5-year12.10%
10-year12.48%