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JLGRX: JPMORGAN LARGE CAP GROWTH FUND CLASS R5 (MUTUAL FUND)
Basic Info 87.83 3.45(3.78%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 04/16/2009 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 11.42% |
| Expenses | 0.69% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.5 | 3.1 | 16.3 | 21.7 | 8.9 | 16.9 | 14.9 | 16.8 | 14.3 | 34.0 | 34.8 | -27.3 | 3.6 | 48.5 | 39.3 | 0.6 | 38.3 | -1.9 | 7.7 | 11.1 | 33.0 | 12.3 | 3.1 | 22.9 | 33.6 |
| Sharpe Ratio | NA | 0.91 | 1.23 | 1.09 | 0.33 | 0.7 | NA | 0.77 | 0.52 | 1.64 | 1.87 | -1.11 | 0.14 | 1.28 | 2.22 | -0.03 | 3.73 | -0.14 | 0.44 | 0.7 | 2.51 | 0.81 | 0.13 | 1.2 | 2.56 |
| Draw Down(%) | NA | 12.6 | 16.8 | 21.5 | 39.8 | 39.8 | NA | 39.8 | 21.5 | 13.2 | 11.7 | 29.5 | 19.1 | 31.8 | 8.1 | 25.4 | 3.4 | 16.5 | 13.6 | 11.0 | 7.5 | 11.5 | 17.2 | 13.5 | 8.9 |
| Standard Deviation(%) | NA | 16.5 | 15.6 | 19.0 | 21.4 | 22.3 | NA | 20.6 | 22.0 | 18.5 | 16.8 | 26.0 | 24.7 | 37.4 | 17.1 | 23.6 | 10.1 | 15.3 | 17.6 | 15.8 | 13.2 | 15.3 | 23.8 | 19.0 | 19.5 |
| Treynor Ratio | NA | 0.19 | 0.22 | 0.23 | 0.09 | 0.18 | NA | 0.18 | 0.13 | 0.32 | 0.36 | -0.43 | 0.04 | 0.49 | 0.48 | -0.01 | 0.34 | -0.02 | 0.07 | 0.1 | 0.31 | 0.12 | 0.03 | 0.23 | 0.51 |
| Alpha | NA | 0.03 | 0.02 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 0.01 | 0.04 | 0.01 |
| Beta | NA | 0.79 | 0.88 | 0.89 | 0.79 | 0.87 | NA | 0.9 | 0.88 | 0.95 | 0.87 | 0.67 | 0.89 | 0.97 | 0.79 | 1.12 | 1.12 | 1.01 | 1.07 | 1.13 | 1.05 | 1.02 | 0.89 | 0.97 | 0.98 |
| RSquared | NA | 0.8 | 0.87 | 0.95 | 0.84 | 0.85 | NA | 0.88 | 0.97 | 0.97 | 0.96 | 0.91 | 0.63 | 0.88 | 0.71 | 0.98 | 0.91 | 0.95 | 0.97 | 0.95 | 0.92 | 0.94 | 0.98 | 0.95 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 11.4 | 1.5 | 0.3 | 0.4 | 0.0 | 0.1 | 15.6 | 13.5 | 17.3 | 8.9 | 4.6 | 2.0 | 0.1 | 0.7 | 0.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 958.4 | 534.0 | -39.5 | N/A | -100.0 | -99.0 | -0.2 | -5.8 | 78.7 | 96.2 | 158.1 | 2595.7 | -84.0 | 928.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/15/2009
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