JLGZX
JPMorgan Large Cap Growth Fund Class R2
Mutual fund
$77.45+0.73 (+0.95%)Close Oct 2, 2026
Nov 3, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $147,591
- CAGR
- +16.22%
- Max drawdown
- −31.89%
- Sharpe ratio
- 0.83
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.95%
- 3M
- +3.86%
- 6M
- +15.27%
- YTD
- +6.34%
- 1Y
- +3.73%
- 3Y
- +21.84%
- 5Y
- +11.24%
- 10Y
- +18.57%
- 15Y
- +16.81%
- Since 2008
- +16.22%
Metrics
Since 2008| Volatility | 20.89% |
|---|---|
| Sortino ratio | 1.16 |
| Calmar ratio | 0.51 |
| Best year, 2020 | +55.21% |
| Worst year, 2022 | −25.77% |
| Positive years | 14 of 17 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −31.9% | Feb 2020 | Mar 2020 | May 2020 | 3 months |
| −31.5% | Nov 2021 | Jun 2022 | Jan 2024 | 2.2 years |
| −25.5% | Oct 2018 | Dec 2018 | Apr 2019 | 7 months |
| −25.1% | Nov 2008 | Mar 2009 | Jul 2009 | 9 months |
| −21.6% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
Annual returns
2008 from Nov 3 · 2026 through Oct 2