JPMorgan Mid Cap Growth Fund (HLGEX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in JPMorgan Mid Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

JPMorgan Mid Cap Growth Fund (HLGEX) has returned -9.35% so far this year and 8.52% over the past 12 months. Over the last decade, HLGEX has posted an annualized return of 12.27%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Mar 2, 1989, HLGEX's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, your investment would double in approximately 5.9 years.

Historically, 59% of months were positive and 41% were negative. The best month was Dec 1998 with a return of +17.6%, while the worst month was Oct 2008 at -22.1%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HLGEX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +12.1%, while the worst single day was Dec 15, 2006 at -15.1%.

JPMorgan Mid Cap Growth Fund has an annualized alpha of 1.83%, beta of 1.06, and R² of 0.77 versus S&P 500 Index. Calculated based on daily prices since March 03, 1989.

• This fund captured 113.02% of S&P 500 Index gains and 104.61% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.06 and R² of 0.77, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

HLGEX has an expense ratio of 0.89%, placing it in the medium range.

HLGEX ranks 13 for risk / return — in the bottom 13% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund (HLGEX) and compare them to a chosen benchmark (S&P 500 Index).

JPMorgan Mid Cap Growth Fund provided a 10.40% dividend yield over the last twelve months, with an annual payout of $4.68 per share.

The table displays the monthly dividend distributions for JPMorgan Mid Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the JPMorgan Mid Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the JPMorgan Mid Cap Growth Fund was 57.65%, occurring on Nov 20, 2008. Recovery took 560 trading sessions.

The current JPMorgan Mid Cap Growth Fund drawdown is 14.19%.

The chart below shows the rolling one-month volatility.