JPMorgan Large Cap Growth R4 (JLGQX)
The mutual fund primarily aims to invest at least 80% of its assets in the equity securities of large, well-established companies, specifically those within the Russell 1000® Growth Index.
Fund Info
US4812CA2077
Sep 12, 2016
$0
Large-Cap
Growth
Expense Ratio
JLGQX has an expense ratio of 0.69%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
JPMorgan Large Cap Growth R4 (JLGQX) returned 0.19% year-to-date (YTD) and 14.90% over the past 12 months.
JLGQX
0.19%
7.21%
-0.22%
14.90%
19.25%
16.91%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of JLGQX, 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 | 3.22% | -3.34% | -7.57% | 1.34% | 7.21% | 0.19% | |||||||
| 2024 | 4.33% | 8.88% | 2.19% | -4.82% | 5.48% | 6.59% | -2.76% | 3.01% | 2.21% | -0.41% | 6.11% | -0.41% | 33.84% |
| 2023 | 6.21% | -2.36% | 5.25% | 0.23% | 5.45% | 6.88% | 3.51% | -1.07% | -5.96% | -2.43% | 11.65% | 4.10% | 34.61% |
| 2022 | -9.84% | -3.48% | 3.11% | -10.82% | -0.75% | -7.84% | 10.35% | -3.47% | -7.55% | 6.11% | 4.30% | -6.46% | -25.40% |
| 2021 | 0.43% | 1.23% | -1.31% | 5.96% | -1.35% | 3.99% | 2.96% | 3.41% | -5.67% | 6.68% | 0.63% | 0.49% | 18.17% |
| 2020 | 3.87% | -5.24% | -10.22% | 17.93% | 9.03% | 5.92% | 9.87% | 10.73% | -4.36% | -3.71% | 10.49% | 4.70% | 55.99% |
| 2019 | 10.76% | 5.19% | 2.47% | 3.98% | -4.00% | 7.71% | 1.79% | 0.62% | -3.54% | 0.62% | 5.95% | 2.93% | 39.17% |
| 2018 | 9.86% | -1.37% | -2.94% | 1.10% | 4.86% | 1.32% | 1.19% | 6.96% | 0.91% | -10.47% | -0.53% | -8.57% | 0.47% |
| 2017 | 5.48% | 3.37% | 2.34% | 2.96% | 6.03% | -0.59% | 2.86% | 1.54% | 1.00% | 5.16% | 2.71% | 0.05% | 38.03% |
| 2016 | 2.03% | -1.59% | 0.43% | 0.24% | 1.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JLGQX is 44, 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 R4 (JLGQX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
JPMorgan Large Cap Growth R4 provided a 1.00% dividend yield over the last twelve months, with an annual payout of $0.80 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.80 | $0.80 | $0.09 | $1.53 | $9.24 | $3.19 | $5.27 | $5.28 | $5.61 | $3.14 |
Dividend yield | 1.00% | 1.00% | 0.15% | 3.43% | 14.95% | 5.31% | 12.98% | 15.98% | 14.79% | 9.88% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Large Cap Growth R4. 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 | $0.80 | $0.80 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.53 | $1.53 |
| 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 | $3.19 | $3.19 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.27 | $5.27 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.28 | $5.28 |
| 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 | $3.14 | $3.14 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Large Cap Growth R4. 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 R4 was 31.84%, occurring on Mar 23, 2020. Recovery took 47 trading sessions.
The current JPMorgan Large Cap Growth R4 drawdown is 4.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.84% | Feb 20, 2020 | 23 | Mar 23, 2020 | 47 | May 29, 2020 | 70 |
| -31.23% | Nov 22, 2021 | 143 | Jun 16, 2022 | 399 | Jan 19, 2024 | 542 |
| -25.47% | Oct 2, 2018 | 58 | Dec 24, 2018 | 83 | Apr 25, 2019 | 141 |
| -21.51% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -13.2% | Jul 11, 2024 | 18 | Aug 5, 2024 | 48 | Oct 11, 2024 | 66 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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