JMGMX
JPMorgan MidCap Growth-R6
$51.23
-0.30 (-0.58%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 10829.356M |
| 52 Week High | 53.11 |
| 52 Week Low | 39.92 |
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Key Data
| Symbol | JMGMX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 51.23 |
| Price Yesterday | 51.53 |
| Market Cap | 10,829.36 |
| YTD Return | 6.35% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 15000000 |
| Redeption Fee | 0 |
| Prospectus | 0.007 |
Overview
| 52 Week High | 53.11 |
|---|---|
| 52 Week Low | 39.92 |
| Market Cap | 10,829.36M |
| Shares Outstanding | 211.39M |
| 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 | -77.07% |
|---|---|
| Five Days | 41.32% |
| One Months | 33.16% |
| Three Months | -10.18% |
| Six Months | 17.02% |
| Nine Months | 27.33% |
| One Year | 16.21% |
| Three Years | -0.89% |
| Five Years | 10.92% |
| Ten Years | 11.33% |
| YTD | 12.69% |
| Since Inception | 13.88% |
Returns Total
| One Day | -0.58% |
|---|---|
| Five Days | 0.69% |
| One Month | 2.30% |
| Three Months | -2.60% |
| Six Months | 8.03% |
| Nine Months | 19.61% |
| One Year | 16.19% |
| Three Years | -2.64% |
| Five Years | 67.69% |
| Ten Years | 191.81% |
| YTD | 6.35% |
| Since Inception | 417.37% |
Yearly Returns
| 2024 | 6.35% |
|---|---|
| 2023 | 23.35% |
| 2022 | -26.96% |
| 2021 | 10.99% |
| 2020 | 48.51% |
| 2019 | 39.96% |
| 2018 | -4.97% |
| 2017 | 29.73% |
| 2016 | 0.37% |
| 2015 | 3.00% |
Risk against SP-DA
| Alpha | -15.52% |
|---|---|
| Beta | 1.13 |
| Correlation | 84.97% |
| Downside Deviation | 3.47% |
| Coefficient of determination | 72.21% |
| Standard Deviation | 4.27% |
| Sharpe Ratio | -0.84 |
| Sortino | -3.6 |
| Treynor | 9.59 |
| Ulcer Index | 4.82 |
| Ulcer Performance Index | -2.6 |