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JPMorgan Large Cap Growth R4 (JLGQX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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70.61
-0.05
(-0.07%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
17.79%
5-year average return
19.99%
Number of years up
6
Number of years down
1
Best 1-yr total return (21 May 2024)
56.01%
Worst 1-yr total return (21 May 2024)
N/A
Best 3-yr total return
56.01%
Worst 3-yr total return
5.97%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
JLGQX
Category
YTD
10.49%
12.38%
1-month
-4.82%
5.09%
3-month
5.90%
10.28%
1-year
35.96%
41.70%
3-year
7.33%
22.56%
5-year
18.11%
21.98%
10-year
16.87%
15.99%
Last bull market
34.92%
25.99%
Last bear market
-18.43%
-17.29%
Annual total return (%) history
Year
JLGQX
Category
2024
N/A
N/A
2023
34.61%
N/A
2022
-25.41%
N/A
2021
18.49%
N/A
2020
56.01%
35.86%
2019
39.08%
31.90%
2018
0.29%
-2.09%
2017
37.99%
27.67%
2016
N/A
3.23%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
16.09%
N/A
N/A
N/A
2023
9.14%
12.95%
-3.71%
13.40%
2022
-10.28%
-18.43%
-1.53%
3.50%
2021
0.33%
8.70%
0.44%
8.17%
2020
-11.63%
36.20%
16.36%
11.40%
2019
19.38%
7.52%
-1.20%
9.67%
2018
5.17%
7.42%
9.22%
-18.72%
2017
11.58%
8.52%
5.48%
8.03%
2016
-0.90%
N/A
N/A
N/A
Rank in category (by total return)
YTD
10
1-month
57
3-month
15
1-year
17
3-year
22
5-year
3
Load adjusted returns
1-year
35.96%
3-year
7.33%
5-year
18.11%
10-year
16.87%
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