Australia markets closed

JPMorgan Mid Cap Growth I (HLGEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
50.56+0.30 (+0.60%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.81%
5-year average return12.54%
Number of years up27
Number of years down7
Best 1-yr total return (16 May 2024)48.26%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return48.26%
Worst 3-yr total return-0.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHLGEXCategory
YTD3.86%10.80%
1-month-5.74%4.43%
3-month3.71%7.00%
1-year20.48%48.17%
3-year-0.78%21.26%
5-year11.18%20.18%
10-year11.55%14.07%
Last bull market31.15%27.14%
Last bear market-20.65%-21.26%

Annual total return (%) history

Year
HLGEXCategory
2024
N/AN/A
2023
23.11%N/A
2022
-27.09%N/A
2021
10.78%N/A
2020
48.26%39.26%
2019
39.66%32.52%
2018
-5.16%-6.65%
2017
29.50%23.91%
2016
0.19%6.03%
2015
2.81%-0.95%
2014
11.00%7.00%
2013
42.34%34.93%
2012
15.95%14.07%
2011
-5.79%-3.96%
2010
25.49%24.61%
2009
43.24%39.11%
2008
-43.77%-43.77%
2007
17.11%15.09%
2006
11.34%9.00%
2005
10.89%9.84%
2004
12.91%13.23%
2003
26.79%35.96%
2002
-20.19%-27.24%
2001
-10.72%-19.98%
2000
5.90%-4.78%
1999
29.11%60.49%
1998
37.34%18.76%
1997
30.08%17.98%
1996
20.29%18.11%
1995
27.87%34.57%
1994
-3.72%-1.85%
1993
12.73%13.88%
1992
9.53%7.07%
1991
42.91%49.71%
1990
1.37%-5.37%
1989
N/A29.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.19%N/AN/AN/A
20237.71%6.79%-5.42%13.16%
2022-11.81%-20.65%-1.72%6.01%
20211.28%7.21%-1.56%3.63%
2020-15.59%32.44%10.09%20.46%
201921.41%6.55%-2.19%10.38%
20183.59%2.34%7.79%-17.00%
20178.55%6.50%5.98%5.70%
2016-4.19%0.84%4.64%-0.89%
20156.33%3.81%-10.08%3.59%
20144.11%4.40%-2.37%4.60%
201311.38%3.52%12.11%10.12%
201218.23%-8.64%6.34%0.95%
20117.92%0.64%-22.27%11.58%
20106.22%-10.28%14.55%14.95%
2009-1.09%15.10%16.90%7.64%
2008-14.21%7.86%-16.64%-27.10%
20073.25%8.16%5.71%-0.81%
200610.41%-5.32%1.16%5.29%
2005-0.08%3.12%3.79%3.69%
20045.26%0.36%-4.27%11.65%
2003-2.56%13.99%5.14%8.56%
20022.57%-13.39%-14.17%4.67%
2001-18.93%15.38%-21.01%20.84%
200019.23%-3.91%10.92%-16.67%
1999-3.16%11.79%-7.15%28.45%
199813.68%1.86%-15.23%39.91%
1997-2.60%17.94%18.97%-4.82%
19968.71%3.55%4.89%1.87%
19957.00%7.95%13.10%-2.11%
1994-3.28%-3.98%7.27%-3.35%
19932.25%2.55%6.44%1.00%
19923.30%-8.37%0.48%15.17%
199119.56%-1.75%12.82%7.84%
1990-2.46%11.14%-17.05%12.74%
19896.41%11.45%0.03%N/A

Rank in category (by total return)

YTD34
1-month24
3-month39
1-year29
3-year42
5-year14

Load adjusted returns

1-year20.48%
3-year-0.78%
5-year11.18%
10-year11.55%