JPMorgan Large Cap Growth Fund (SEEGX)
Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of large, well-established companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations equal to those within the universe of the Russell 1000 Growth Index at the time of purchase.
Fund Info
US4812C05303
4812C0530
Feb 28, 1992
$1,000,000
Large-Cap
Growth
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, 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 had a return of 33.32% year-to-date (YTD) and 38.36% in the last 12 months. Over the past 10 years, JPMorgan Large Cap Growth Fund had an annualized return of 8.68%, while the S&P 500 had an annualized return of 11.16%, indicating that JPMorgan Large Cap Growth Fund did not perform as well as the benchmark.
SEEGX
33.32%
1.84%
13.28%
38.36%
12.98%
8.68%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of SEEGX, 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 | 4.32% | 8.89% | 2.18% | -4.83% | 5.48% | 6.61% | -2.78% | 3.03% | 2.19% | -0.39% | 33.32% | ||
| 2023 | 6.19% | -2.34% | 5.24% | 0.23% | 5.46% | 6.86% | 3.52% | -1.07% | -5.97% | -2.43% | 11.64% | 4.10% | 34.62% |
| 2022 | -9.85% | -3.47% | 3.12% | -10.83% | -0.73% | -7.87% | 10.35% | -3.46% | -7.56% | 6.12% | 4.29% | -9.07% | -27.48% |
| 2021 | 0.43% | 1.23% | -1.31% | 5.97% | -1.34% | 3.98% | 2.96% | 3.42% | -5.67% | 6.68% | 0.63% | -12.43% | 2.98% |
| 2020 | 3.89% | -5.26% | -10.20% | 17.93% | 9.04% | 5.91% | 9.85% | 10.76% | -4.37% | -3.71% | 10.47% | -0.61% | 48.10% |
| 2019 | 10.76% | 5.19% | 2.44% | 4.00% | -3.99% | 7.71% | 1.79% | 0.62% | -3.54% | 0.62% | 5.95% | -9.11% | 22.88% |
| 2018 | 9.89% | -1.37% | -2.94% | 1.08% | 4.88% | 1.32% | 1.19% | 6.96% | 0.91% | -10.47% | -0.53% | -20.65% | -12.79% |
| 2017 | 5.48% | 3.37% | 2.34% | 2.96% | 6.03% | -0.59% | 2.86% | 1.54% | 1.02% | -9.04% | 2.71% | 0.03% | 19.39% |
| 2016 | -9.19% | -2.38% | 5.61% | -1.20% | 2.88% | -2.36% | 5.20% | -0.43% | 1.56% | -1.59% | 0.46% | -8.68% | -10.76% |
| 2015 | -0.61% | 6.51% | -1.39% | 0.55% | 2.75% | -1.07% | 4.44% | -6.33% | -4.07% | 7.16% | 1.16% | -5.22% | 2.89% |
| 2014 | -1.70% | 5.70% | -5.06% | -1.63% | 4.02% | 1.37% | 0.03% | 5.07% | -1.58% | 3.33% | 1.75% | -2.18% | 8.87% |
| 2013 | 4.18% | -0.52% | 2.62% | 1.92% | 2.77% | -2.77% | 6.28% | -1.60% | 6.45% | 3.43% | 3.21% | 3.08% | 32.69% |
Expense Ratio
SEEGX features an expense ratio of 0.69%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SEEGX is 63, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund (SEEGX) 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 provided a 0.09% dividend yield over the last twelve months, with an annual payout of $0.07 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.07 | $0.07 | $0.18 | $0.00 | $0.03 | $0.02 |
Dividend yield | 0.09% | 0.12% | 0.40% | 0.00% | 0.05% | 0.04% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Large Cap Growth Fund. 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 | $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 | $0.07 | $0.07 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2019 | $0.02 | $0.02 |
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. 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 was 64.32%, occurring on Jul 23, 2002. Recovery took 2799 trading sessions.
The current JPMorgan Large Cap Growth Fund drawdown is 0.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.32% | Nov 29, 1999 | 662 | Jul 23, 2002 | 2799 | Sep 11, 2013 | 3461 |
| -40.07% | Nov 22, 2021 | 143 | Jun 16, 2022 | 499 | Jun 12, 2024 | 642 |
| -35.31% | Oct 2, 2018 | 58 | Dec 24, 2018 | 362 | Jun 3, 2020 | 420 |
| -25.87% | Jul 21, 1998 | 58 | Oct 8, 1998 | 64 | Jan 6, 1999 | 122 |
| -23.87% | Jul 21, 2015 | 140 | Feb 8, 2016 | 332 | Jun 2, 2017 | 472 |
Volatility
Volatility Chart
The current JPMorgan Large Cap Growth Fund volatility is 4.99%, 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.