HLGEX
JPMorgan Mid Cap Growth Fund Class I
Mutual fund
$51.10+0.47 (+0.93%)Close Oct 2, 2026
Mar 2, 1989 – Oct 2, 2026, Dividends reinvested
- Final balance
- $450,679
- CAGR
- +10.66%
- Max drawdown
- −57.65%
- Sharpe ratio
- 0.58
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.28%
- 3M
- −4.34%
- 6M
- +7.94%
- YTD
- +3.02%
- 1Y
- −0.45%
- 3Y
- +13.30%
- 5Y
- +3.33%
- 10Y
- +12.37%
- 15Y
- +13.64%
- 20Y
- +10.36%
- 25Y
- +10.31%
- 30Y
- +10.70%
- Since 1989
- +10.66%
Metrics
Since 1989| Volatility | 21.60% |
|---|---|
| Sortino ratio | 0.81 |
| Calmar ratio | 0.18 |
| Best year, 2020 | +48.33% |
| Worst year, 2008 | −43.80% |
| Positive years | 29 of 36 |
| Longest drawdown | 5.6 years |
Worst drawdowns
Since 1989| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −57.6% | Oct 2007 | Nov 2008 | Feb 2011 | 3.3 years |
| −49.0% | Sep 2000 | Oct 2002 | Mar 2006 | 5.6 years |
| −37.2% | Nov 2021 | Jun 2022 | Nov 2024 | 3 years |
| −34.2% | Feb 2020 | Mar 2020 | Jun 2020 | 3 months |
| −30.8% | Jul 1998 | Oct 1998 | Dec 1998 | 5 months |
Annual returns
1989 from Mar 2 · 2026 through Oct 2