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
| ISIN | US48121L8413 |
|---|---|
| CUSIP | 48121L841 |
| Issuer | JPMorgan |
| Inception Date | Nov 30, 2010 |
| Category | Large Cap Growth Equities |
| Min. Investment | $15,000,000 |
| Index Tracked | Russell 1000 Growth Index |
| Home Page | am.jpmorgan.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
JLGMX has a high expense ratio of 0.44%, indicating higher-than-average management fees.
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 had a return of 16.51% year-to-date (YTD) and 38.56% in the last 12 months. Over the past 10 years, JPMorgan Large Cap Growth Fund Class R6 had an annualized return of 17.85%, outperforming the S&P 500 benchmark which had an annualized return of 10.99%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.51% | 11.18% |
| 1 month | 4.50% | 5.60% |
| 6 months | 22.93% | 17.48% |
| 1 year | 38.56% | 26.33% |
| 5 years (annualized) | 20.06% | 13.16% |
| 10 years (annualized) | 17.85% | 10.99% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.88% | 8.91% | 2.20% | -4.80% | 16.51% | ||||||||
| 2023 | 6.20% | -2.33% | 5.26% | 0.25% | 5.49% | 6.88% | 3.54% | -1.05% | -5.95% | -2.42% | 11.68% | 4.58% | 35.54% |
| 2022 | -9.82% | -3.45% | 3.14% | -10.80% | -0.73% | -7.84% | 10.38% | -3.43% | -7.56% | 6.15% | 4.31% | -6.43% | -25.20% |
| 2021 | 0.45% | 1.26% | -1.29% | 5.98% | -1.32% | 4.00% | 2.99% | 3.43% | -5.65% | 6.70% | 0.64% | 0.53% | 18.48% |
| 2020 | 3.90% | -5.24% | -10.17% | 17.94% | 9.08% | 5.94% | 9.87% | 10.78% | -4.36% | -3.68% | 10.51% | 4.72% | 56.39% |
| 2019 | 10.77% | 5.22% | 2.47% | 4.01% | -3.97% | 7.73% | 1.83% | 0.63% | -3.50% | 0.62% | 5.97% | 2.94% | 39.47% |
| 2018 | 9.88% | -1.34% | -2.94% | 1.13% | 4.89% | 1.36% | 1.21% | 6.99% | 0.92% | -10.45% | -0.49% | -8.56% | 0.74% |
| 2017 | 5.50% | 3.37% | 2.41% | 2.96% | 6.05% | -0.58% | 2.88% | 1.59% | 1.02% | 5.18% | 2.75% | 0.05% | 38.41% |
| 2016 | -9.17% | -2.35% | 5.66% | -1.18% | 2.93% | -2.36% | 5.21% | -0.40% | 1.59% | -1.57% | 0.45% | 0.27% | -1.76% |
| 2015 | -0.57% | 6.53% | -1.35% | 0.57% | 2.78% | -1.06% | 4.47% | -6.28% | -4.08% | 7.19% | 1.20% | -0.97% | 7.82% |
| 2014 | -1.69% | 5.75% | -5.05% | -1.61% | 4.02% | 1.42% | 0.06% | 5.09% | -1.59% | 3.36% | 1.80% | -0.41% | 11.10% |
| 2013 | 4.23% | -0.52% | 2.60% | 1.95% | 2.80% | -2.72% | 6.28% | -1.55% | 6.44% | 3.44% | 3.26% | 3.09% | 33.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of JLGMX is 85, placing it in the top 15% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
JLGMX (JPMorgan Large Cap Growth Fund Class R6)
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 granted a 0.27% dividend yield in the last twelve months. The annual payout for that period amounted to $0.20 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.20 | $0.20 | $1.64 | $9.24 | $3.21 | $5.32 | $5.31 | $5.61 | $3.14 | $1.60 | $0.62 | $0.03 |
Dividend yield | 0.27% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% | 1.77% | 0.09% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.62 |
| 2013 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 31.82%, occurring on Mar 23, 2020. Recovery took 47 trading sessions.
The current JPMorgan Large Cap Growth Fund Class R6 drawdown is 0.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.82% | Feb 20, 2020 | 23 | Mar 23, 2020 | 47 | May 29, 2020 | 70 |
| -31.13% | Nov 22, 2021 | 143 | Jun 16, 2022 | 399 | Jan 19, 2024 | 542 |
| -25.41% | Oct 2, 2018 | 58 | Dec 24, 2018 | 83 | Apr 25, 2019 | 141 |
| -20.35% | Jul 21, 2015 | 140 | Feb 8, 2016 | 253 | Feb 8, 2017 | 393 |
| -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 5.63%, 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.