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JPMorgan Small Cap Growth A (PGSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.83+0.06 (+0.36%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.12%
5-year average return5.55%
Number of years up21
Number of years down11
Best 1-yr total return (2 Jul 2024)59.21%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return59.21%
Worst 3-yr total return-10.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGSGXCategory
YTD6.56%12.40%
1-month1.75%3.37%
3-month-4.36%4.88%
1-year7.30%55.69%
3-year-8.58%19.34%
5-year5.83%20.72%
10-year9.40%13.98%
Last bull market36.34%27.85%
Last bear market-21.93%-24.06%

Annual total return (%) history

Year
PGSGXCategory
2024
N/AN/A
2023
13.85%N/A
2022
-32.43%N/A
2021
-6.06%N/A
2020
59.21%38.62%
2019
37.10%27.68%
2018
-4.82%-5.76%
2017
41.13%21.50%
2016
7.80%11.20%
2015
-2.15%-2.41%
2014
-0.22%2.44%
2013
47.85%40.91%
2012
12.23%13.15%
2011
-3.53%-3.55%
2010
33.77%26.98%
2009
38.70%35.46%
2008
-43.26%-41.55%
2007
12.34%7.59%
2006
16.01%10.81%
2005
6.38%6.02%
2004
20.44%12.41%
2003
34.09%45.54%
2002
-21.13%-27.88%
2001
-6.58%-8.91%
2000
8.01%-3.85%
1999
26.75%64.77%
1998
-4.22%5.23%
1997
28.42%17.41%
1996
15.59%18.67%
1995
22.06%36.15%
1994
-7.73%-0.52%
1993
7.85%17.36%
1992
16.42%10.95%
1991
N/A57.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.41%-4.36%N/AN/A
20234.52%8.17%-9.08%10.75%
2022-13.91%-21.93%1.94%-1.38%
2021-1.21%2.01%-5.84%-1.01%
2020-21.37%37.40%13.85%29.44%
201923.40%2.60%-4.00%12.81%
20185.72%8.47%6.13%-21.79%
201711.65%7.32%9.12%7.94%
2016-9.34%6.03%12.25%-0.10%
20155.97%3.42%-15.45%5.59%
20140.49%-3.72%-5.73%9.41%
201312.67%6.73%12.92%8.87%
201213.84%-7.33%8.09%-1.57%
20119.85%-0.82%-24.49%17.25%
20108.98%-9.01%13.29%19.08%
2009-8.31%23.01%17.08%5.03%
2008-15.65%0.00%-9.16%-25.95%
20071.09%7.72%6.17%-2.83%
200615.76%-6.81%-2.94%10.79%
2005-5.16%3.47%6.06%2.22%
20044.69%5.11%-2.90%12.72%
2003-3.65%14.36%8.68%11.97%
20021.79%-10.92%-16.08%3.65%
2001-14.18%12.20%-17.32%17.35%
200013.49%0.94%-0.87%-4.88%
1999-4.26%15.08%-1.32%16.59%
199811.39%-4.75%-22.19%16.02%
1997-7.27%19.17%21.57%-4.41%
19965.92%6.23%2.00%0.71%
19956.87%6.33%8.00%-0.54%
1994-1.88%-4.49%4.19%-5.50%
1993-2.61%0.11%9.46%1.06%
1992-1.03%-9.19%8.77%19.09%
199118.70%N/AN/AN/A

Rank in category (by total return)

YTD31
1-month5
3-month73
1-year65
3-year81
5-year73

Load adjusted returns

1-year1.67%
3-year-10.21%
5-year4.70%
10-year8.81%