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JPMorgan Growth Advantage Fund (JGVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.15+0.33 (+0.79%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return25.15%
5-year average return20.20%
Number of years up11
Number of years down3
Best 1-yr total return (4 July 2024)53.87%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return53.87%
Worst 3-yr total return6.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJGVRXCategory
YTD21.88%12.38%
1-month6.82%5.09%
3-month6.98%10.28%
1-year33.85%41.70%
3-year9.46%22.56%
5-year20.05%21.98%
10-year16.93%15.99%
Last bull market32.73%25.99%
Last bear market-22.01%-17.29%

Annual total return (%) history

Year
JGVRXCategory
2024
N/AN/A
2023
40.35%N/A
2022
-29.96%N/A
2021
22.35%N/A
2020
53.87%35.86%
2019
36.33%31.90%
2018
-1.22%-2.09%
2017
35.69%27.67%
2016
1.41%3.23%
2015
9.03%3.60%
2014
9.87%10.00%
2013
44.97%33.92%
2012
16.36%15.34%
2011
-1.24%-2.46%
2010
21.57%15.53%
2009
N/A35.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.93%6.98%N/AN/A
202312.51%13.59%-3.24%13.50%
2022-8.85%-22.01%-3.33%1.93%
20212.32%9.24%0.50%8.92%
2020-12.63%32.86%14.93%15.34%
201917.96%4.55%-1.61%12.35%
20183.75%6.70%8.52%-17.77%
201710.65%7.11%6.74%7.26%
2016-4.18%0.40%6.15%-0.69%
20156.17%3.70%-7.51%7.08%
20140.21%4.57%-0.21%5.05%
201310.70%4.30%13.56%10.56%
201219.79%-7.45%6.09%-1.08%
20117.01%-0.32%-17.27%11.91%
20105.08%-10.46%13.72%13.61%
200913.38%13.83%7.85%N/A

Rank in category (by total return)

YTD27
1-month15
3-month35
1-year30
3-year26
5-year7

Load adjusted returns

1-year33.85%
3-year9.46%
5-year20.05%
10-year16.93%