- ISIN
- US4812C05303
- CUSIP
- 4812C0530
- Issuer
- JPMorgan
- Inception Date
- Feb 28, 1992
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
SEEGX Performance Chart
JPMorgan Large Cap Growth Fund (SEEGX) is up 7.1% since the beginning of the year. SEEGX is currently trading at $88 per share. Investors who bought $1,000 worth of SEEGX shares 5 years ago would now be looking at an investment worth $1,867.
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Returns By Period
JPMorgan Large Cap Growth Fund (SEEGX) has returned 7.05% so far this year and 20.65% over the past 12 months.
JPMorgan Large Cap Growth Fund
- 1D
- -0.03%
- 1M
- 2.95%
- YTD
- 7.05%
- 6M
- 5.06%
- 1Y
- 20.65%
- 3Y*
- 23.47%
- 5Y*
- 13.30%
- 10Y*
- 19.73%
Benchmark (S&P 500 Index)
- 1D
- -2.64%
- 1M
- 0.25%
- YTD
- 7.86%
- 6M
- 7.47%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SEEGX Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 1993, SEEGX's average daily return is +0.05%, while the average monthly return is +1.05%. At this rate, an investment would double in approximately 5.5 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +17.9%, while the worst month was Oct 2008 at -15.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, SEEGX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +10.4%, while the worst single day was Mar 16, 2020 at -12.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.23% | -2.53% | -5.00% | 10.40% | 5.74% | 0.27% | 7.05% | ||||||
| 2025 | 3.21% | -3.33% | -7.57% | 1.32% | 7.22% | 6.27% | 2.59% | 0.52% | 5.91% | 2.50% | -3.06% | -1.26% | 14.08% |
| 2024 | 4.32% | 8.89% | 2.18% | -4.83% | 5.48% | 6.61% | -2.78% | 3.03% | 2.19% | -0.39% | 6.10% | 0.56% | 35.14% |
| 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% | -6.45% | -25.40% |
| 2021 | 0.43% | 1.23% | -1.31% | 5.97% | -1.35% | 3.98% | 2.96% | 3.42% | -5.67% | 6.68% | 0.63% | 0.49% | 18.17% |
Benchmark Metrics
JPMorgan Large Cap Growth Fund has an annualized alpha of -9.95%, beta of 1.22, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since January 05, 1993.
- This fund participated in 138.10% of S&P 500 Index downside but only 89.43% of its upside - more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -9.95% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Alpha
- -9.95%
- Beta
- 1.22
- R²
- 0.86
- Upside Capture
- 89.43%
- Downside Capture
- 138.10%
Expense Ratio
SEEGX has an expense ratio of 0.69%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SEEGX ranks 18 for risk / return — in the bottom 18% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund (SEEGX) and compare them to S&P 500 Index.
| SEEGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.20 | — | — |
| Martin ratioReturn relative to average drawdown | 3.42 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
JPMorgan Large Cap Growth Fund provided a 10.69% dividend yield over the last twelve months, with an annual payout of $9.36 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $9.36 | $9.36 | $1.60 | $0.07 | $1.53 | $9.24 | $3.17 | $5.22 | $5.28 | $5.61 | $3.14 | $1.60 |
Dividend yield | 10.69% | 11.44% | 2.00% | 0.12% | 3.42% | 14.92% | 5.27% | 12.85% | 15.97% | 14.79% | 9.88% | 4.49% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.36 | $9.36 |
| 2024 | $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 |
| 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 | $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 |
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 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 62.09%, occurring on Jul 23, 2002. Recovery took 2719 trading sessions.
The current JPMorgan Large Cap Growth Fund drawdown is 0.74%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -62.09%Jul 2002 | 1y 10mo | 10y 9mo | 12y 8moSep 2000 - May 2013 |
COVID crash2020 | -31.85%Mar 2020 | 1mo 2d | 2mo 7d | 3mo 9dFeb 2020 - May 2020 |
Bear market2022 | -31.23%Jun 2022 | 6mo 26d | 1y 7mo | 2y 1moNov 2021 - Jan 2024 |
Rate-hike selloffLate 2018 | -25.46%Dec 2018 | 2mo 23d | 4mo 2d | 6mo 25dOct 2018 - Apr 2019 |
2025 selloff2025 | -21.50%Apr 2025 | 2mo 14d | 2mo 20d | 5mo 4dJan 2025 - Jun 2025 |
Drawdown Indicators
| SEEGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.09% | -9.10% | -52.99% |
Max Drawdown (1Y)Largest decline over 1 year | -16.82% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -21.50% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -31.23% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -31.85% | — | — |
Current DrawdownCurrent decline from peak | -0.74% | -2.97% | +2.23% |
Average DrawdownAverage peak-to-trough decline | -16.90% | -1.13% | -15.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.89% | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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