JLGQX
JPMorgan Large Cap Growth Fund Class R4
Mutual fund
$87.10+0.82 (+0.95%)Close Oct 2, 2026
Sep 9, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $59,762
- CAGR
- +19.44%
- Max drawdown
- −31.84%
- Sharpe ratio
- 0.93
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.99%
- 3M
- +4.00%
- 6M
- +15.56%
- YTD
- +6.75%
- 1Y
- +4.25%
- 3Y
- +22.45%
- 5Y
- +11.81%
- 10Y
- +19.15%
- Since 2016
- +19.44%
Metrics
Since 2016| Volatility | 21.82% |
|---|---|
| Sortino ratio | 1.31 |
| Calmar ratio | 0.61 |
| Best year, 2020 | +55.99% |
| Worst year, 2022 | −25.40% |
| Positive years | 8 of 9 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2016| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −31.8% | Feb 2020 | Mar 2020 | May 2020 | 3 months |
| −31.2% | Nov 2021 | Jun 2022 | Jan 2024 | 2.2 years |
| −25.5% | Oct 2018 | Dec 2018 | Apr 2019 | 7 months |
| −21.5% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
| −16.8% | Oct 2025 | Mar 2026 | May 2026 | 6 months |
Annual returns
2016 from Sep 9 · 2026 through Oct 2