JPMorgan Large Cap Growth Fund Class R6 (JLGMX)
The fund primarily invests in equity securities of large, well-established companies, with a focus on those included in the Russell 1000® Growth Index.
Fund Info
US48121L8413
48121L841
Nov 30, 2010
$15,000,000
Russell 1000 Growth Index
Large-Cap
Growth
Expense Ratio
JLGMX has an expense ratio of 0.44%, placing it in the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan Large Cap Growth Fund Class R6, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JPMorgan Large Cap Growth Fund Class R6 (JLGMX) returned -4.57% year-to-date (YTD) and 10.60% over the past 12 months. Over the past 10 years, JLGMX returned 8.14% annually, underperforming the S&P 500 benchmark at 10.43%.
JLGMX
-4.57%
15.44%
-5.36%
10.60%
12.09%
8.14%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of JLGMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.25% | -3.32% | -7.56% | 1.35% | 2.04% | -4.57% | |||||||
| 2024 | 4.34% | 8.91% | 2.20% | -4.80% | 5.50% | 6.61% | -2.75% | 3.04% | 2.22% | -0.37% | 6.13% | -1.30% | 32.94% |
| 2023 | 6.20% | -2.33% | 5.26% | 0.25% | 5.49% | 6.88% | 3.54% | -1.05% | -5.95% | -2.42% | 11.68% | 4.12% | 34.95% |
| 2022 | -9.82% | -3.45% | 3.14% | -10.80% | -0.73% | -7.84% | 10.38% | -3.43% | -7.56% | 6.15% | 4.31% | -8.92% | -27.20% |
| 2021 | 0.45% | 1.26% | -1.29% | 5.98% | -1.32% | 4.00% | 2.99% | 3.43% | -5.65% | 6.70% | 0.64% | -11.89% | 3.84% |
| 2020 | 3.90% | -5.24% | -10.17% | 17.94% | 9.08% | 5.94% | 9.87% | 10.78% | -4.36% | -3.68% | 10.51% | -0.41% | 48.74% |
| 2019 | 10.77% | 5.22% | 2.47% | 4.01% | -3.97% | 7.73% | 1.83% | 0.63% | -3.50% | 0.62% | 5.97% | -8.71% | 23.69% |
| 2018 | 9.88% | -1.34% | -2.94% | 1.13% | 4.89% | 1.36% | 1.21% | 6.99% | 0.92% | -10.45% | -0.49% | -20.33% | -12.23% |
| 2017 | 5.50% | 3.37% | 2.41% | 2.96% | 6.05% | -0.58% | 2.88% | 1.59% | 1.02% | -8.74% | 2.75% | 0.05% | 20.09% |
| 2016 | -9.17% | -2.35% | 5.66% | -1.18% | 2.93% | -2.36% | 5.21% | -0.40% | 1.59% | -1.57% | 0.45% | -8.49% | -10.34% |
| 2015 | -0.57% | 6.53% | -1.35% | 0.58% | 2.78% | -1.06% | 4.47% | -6.28% | -4.08% | 7.19% | 1.20% | -5.15% | 3.26% |
| 2014 | -1.69% | 5.75% | -5.05% | -1.61% | 4.02% | 1.42% | 0.06% | 5.09% | -1.59% | 3.36% | 1.80% | -2.16% | 9.15% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JLGMX is 52, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class R6 (JLGMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan Large Cap Growth Fund Class R6 provided a 1.22% dividend yield over the last twelve months, with an annual payout of $0.97 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.97 | $0.97 | $0.20 | $1.64 | $9.24 | $3.21 | $5.32 | $5.31 | $5.61 | $3.14 | $1.60 | $0.62 |
Dividend yield | 1.22% | 1.16% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% | 1.77% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Large Cap Growth Fund Class R6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.97 | $0.97 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.64 | $1.64 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.24 | $9.24 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.21 | $3.21 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.32 | $5.32 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.31 | $5.31 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.61 | $0.00 | $0.00 | $5.61 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.14 | $3.14 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 | $1.60 |
| 2014 | $0.62 | $0.62 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Large Cap Growth Fund Class R6. 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 Large Cap Growth Fund Class R6 was 39.64%, occurring on Jun 16, 2022. Recovery took 497 trading sessions.
The current JPMorgan Large Cap Growth Fund Class R6 drawdown is 9.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.64% | Nov 22, 2021 | 143 | Jun 16, 2022 | 497 | Jun 10, 2024 | 640 |
| -35.01% | Oct 2, 2018 | 58 | Dec 24, 2018 | 360 | Jun 1, 2020 | 418 |
| -23.72% | Jul 21, 2015 | 140 | Feb 8, 2016 | 331 | Jun 1, 2017 | 471 |
| -21.47% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -17.24% | Jul 25, 2011 | 20 | Aug 19, 2011 | 115 | Feb 3, 2012 | 135 |
Volatility
Volatility Chart
The current JPMorgan Large Cap Growth Fund Class R6 volatility is 11.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.