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JPMorgan Mid Cap Growth R4 (JMGQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.39+0.27 (+0.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.49%
5-year average return10.67%
Number of years up5
Number of years down2
Best 1-yr total return (2 July 2024)48.17%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return48.17%
Worst 3-yr total return-0.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMGQXCategory
YTD6.14%10.80%
1-month1.84%4.43%
3-month-3.64%7.00%
1-year13.59%48.17%
3-year-0.99%21.26%
5-year11.00%20.18%
10-year10.89%14.07%
Last bull market31.10%27.14%
Last bear market-20.65%-21.26%

Annual total return (%) history

Year
JMGQXCategory
2024
N/AN/A
2023
23.06%N/A
2022
-27.14%N/A
2021
10.71%N/A
2020
48.17%39.26%
2019
39.55%32.52%
2018
-5.20%-6.65%
2017
29.39%23.91%
2016
N/A6.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.16%-3.64%N/AN/A
20237.69%6.78%-5.42%13.15%
2022-11.82%-20.65%-1.75%5.98%
20211.27%7.19%-1.56%3.61%
2020-15.60%32.43%10.05%20.46%
201921.37%6.54%-2.22%10.37%
20183.59%2.31%7.77%-17.00%
20178.51%6.50%5.95%5.67%
2016-0.89%N/AN/AN/A

Rank in category (by total return)

YTD42
1-month18
3-month50
1-year34
3-year44
5-year20

Load adjusted returns

1-year13.59%
3-year-0.99%
5-year11.00%
10-year10.89%