JLGRX
JPMorgan Large Cap Growth Fund Class R5
Mutual fund
$91.06+0.86 (+0.95%)Close Oct 2, 2026
Apr 14, 2009 – Oct 2, 2026, Dividends reinvested
- Final balance
- $179,213
- CAGR
- +17.97%
- Max drawdown
- −31.84%
- Sharpe ratio
- 0.92
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.99%
- 3M
- +4.03%
- 6M
- +15.65%
- YTD
- +6.87%
- 1Y
- +4.42%
- 3Y
- +22.64%
- 5Y
- +11.98%
- 10Y
- +19.34%
- 15Y
- +17.56%
- Since 2009
- +17.97%
Metrics
Since 2009| Volatility | 20.21% |
|---|---|
| Sortino ratio | 1.30 |
| Calmar ratio | 0.56 |
| Best year, 2020 | +56.25% |
| Worst year, 2022 | −25.27% |
| Positive years | 14 of 16 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2009| 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 |
| −25.4% | Oct 2018 | Dec 2018 | Apr 2019 | 7 months |
| −21.5% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
| −20.4% | Jul 2015 | Feb 2016 | Feb 2017 | 1.6 years |
Annual returns
2009 from Apr 14 · 2026 through Oct 2