JMGZX
JPMorgan MidCap Growth-R2
$42.26
-0.44 (-1.03%)
Currency in USD / Last Updated: 4/19/2024
Category | MidCap Growth |
---|---|
Market Cap | 10680.707M |
52 Week High | 45.71 |
52 Week Low | 34.46 |
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Key Data
Symbol | JMGZX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 42.26 |
Price Yesterday | 42.7 |
Market Cap | 10,680.71 |
YTD Return | 1.76% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0145 |
Overview
52 Week High | 45.71 |
---|---|
52 Week Low | 34.46 |
Market Cap | 10,680.71M |
Shares Outstanding | 252.74M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | -92.67% |
---|---|
Five Days | -88.22% |
One Months | -46.23% |
Three Months | 7.12% |
Six Months | 37.35% |
Nine Months | 7.28% |
One Year | 16.60% |
Three Years | -1.76% |
Five Years | 10.51% |
Ten Years | 10.73% |
YTD | 5.95% |
Since Inception | 14.02% |
Returns Total
One Day | -1.03% |
---|---|
Five Days | -4.15% |
One Month | -5.27% |
Three Months | 1.73% |
Six Months | 17.03% |
Nine Months | 5.44% |
One Year | 16.58% |
Three Years | -5.17% |
Five Years | 64.67% |
Ten Years | 176.66% |
YTD | 1.76% |
Since Inception | 596.44% |
Yearly Returns
2024 | 1.76% |
---|---|
2023 | 22.44% |
2022 | -27.50% |
2021 | 10.16% |
2020 | 47.42% |
2019 | 38.89% |
2018 | -5.71% |
2017 | 28.80% |
2016 | -0.26% |
2015 | 2.32% |
Risk against SP-DA
Alpha | -8.09% |
---|---|
Beta | 1.2 |
Correlation | 93.63% |
Downside Deviation | 3.66% |
Coefficient of determination | 87.66% |
Standard Deviation | 4.37% |
Sharpe Ratio | -0.32 |
Sortino | -1.33 |
Treynor | 9.35 |
Ulcer Index | 4.54 |
Ulcer Performance Index | -1.07 |