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JPMorgan Large Cap Growth Fund (SEEGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US4812C05303

CUSIP

4812C0530

Issuer

JPMorgan Chase

Inception Date

Feb 28, 1992

Min. Investment

$1,000,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

SEEGX features an expense ratio of 0.69%, falling within the medium range.


Expense ratio chart for SEEGX: current value at 0.69% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.69%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SEEGX vs. VFIAX SEEGX vs. VOO SEEGX vs. VUG SEEGX vs. APGYX SEEGX vs. VDADX SEEGX vs. SFLNX SEEGX vs. MEGBX SEEGX vs. SPY SEEGX vs. ACWI SEEGX vs. VIIIX
Popular comparisons:
SEEGX vs. VFIAX SEEGX vs. VOO SEEGX vs. VUG SEEGX vs. APGYX SEEGX vs. VDADX SEEGX vs. SFLNX SEEGX vs. MEGBX SEEGX vs. SPY SEEGX vs. ACWI SEEGX vs. VIIIX

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.


-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
8.09%
8.53%
SEEGX (JPMorgan Large Cap Growth Fund)
Benchmark (^GSPC)

Returns By Period

JPMorgan Large Cap Growth Fund had a return of 34.24% year-to-date (YTD) and 34.42% in the last 12 months. Over the past 10 years, JPMorgan Large Cap Growth Fund had an annualized return of 8.92%, while the S&P 500 had an annualized return of 11.06%, indicating that JPMorgan Large Cap Growth Fund did not perform as well as the benchmark.


SEEGX

YTD

34.24%

1M

1.04%

6M

8.09%

1Y

34.42%

5Y*

14.93%

10Y*

8.92%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20244.32%8.89%2.18%-4.83%5.48%6.61%-2.78%3.03%2.19%-0.39%6.10%34.24%
20236.19%-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%
20210.43%1.23%-1.31%5.97%-1.34%3.98%2.96%3.42%-5.67%6.68%0.63%-12.43%2.98%
20203.89%-5.26%-10.20%17.93%9.04%5.91%9.85%10.76%-4.37%-3.71%10.47%-0.61%48.10%
201910.76%5.19%2.44%4.00%-3.99%7.71%1.79%0.62%-3.54%0.62%5.95%-9.11%22.88%
20189.89%-1.37%-2.94%1.08%4.88%1.32%1.19%6.96%0.91%-10.47%-0.53%-20.65%-12.79%
20175.48%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%
20134.18%-0.52%2.62%1.92%2.77%-2.77%6.28%-1.60%6.45%3.43%3.21%3.08%32.69%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 86, SEEGX is among the top 14% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SEEGX is 8686
Overall Rank
The Sharpe Ratio Rank of SEEGX is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of SEEGX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of SEEGX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of SEEGX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of SEEGX is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for SEEGX, currently valued at 1.92, compared to the broader market-1.000.001.002.003.004.001.922.10
The chart of Sortino ratio for SEEGX, currently valued at 2.51, compared to the broader market-2.000.002.004.006.008.0010.002.512.80
The chart of Omega ratio for SEEGX, currently valued at 1.35, compared to the broader market0.501.001.502.002.503.003.501.351.39
The chart of Calmar ratio for SEEGX, currently valued at 1.81, compared to the broader market0.002.004.006.008.0010.0012.0014.001.813.09
The chart of Martin ratio for SEEGX, currently valued at 10.38, compared to the broader market0.0020.0040.0060.0010.3813.49
SEEGX
^GSPC

The current JPMorgan Large Cap Growth Fund Sharpe ratio is 1.92. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of JPMorgan Large Cap Growth Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.92
2.10
SEEGX (JPMorgan Large Cap Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

JPMorgan Large Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.10%0.20%0.30%0.40%$0.00$0.05$0.10$0.1520192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019
Dividend$0.00$0.07$0.18$0.00$0.03$0.02

Dividend yield

0.00%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$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.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.46%
-2.62%
SEEGX (JPMorgan Large Cap Growth Fund)
Benchmark (^GSPC)

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 3.46%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.32%Nov 29, 1999662Jul 23, 20022799Sep 11, 20133461
-40.07%Nov 22, 2021143Jun 16, 2022499Jun 12, 2024642
-35.31%Oct 2, 201858Dec 24, 2018362Jun 3, 2020420
-25.87%Jul 21, 199858Oct 8, 199864Jan 6, 1999122
-23.87%Jul 21, 2015140Feb 8, 2016332Jun 2, 2017472

Volatility

Volatility Chart

The current JPMorgan Large Cap Growth Fund volatility is 5.28%, 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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.28%
3.79%
SEEGX (JPMorgan Large Cap Growth Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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