JMGZX
JPMorgan MidCap Growth-R2
$44.00
-0.25 (-0.56%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 10829.28M |
| 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 | 44 |
| Price Yesterday | 44.25 |
| Market Cap | 10,829.28 |
| YTD Return | 5.95% |
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 | 10,829.28M |
| Shares Outstanding | 246.12M |
| 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 | -76.05% |
|---|---|
| Five Days | 39.60% |
| One Months | 32.08% |
| Three Months | -10.85% |
| Six Months | 16.14% |
| Nine Months | 26.38% |
| One Year | 15.35% |
| Three Years | -1.64% |
| Five Years | 10.09% |
| Ten Years | 10.53% |
| YTD | 11.86% |
| Since Inception | 14.11% |
Returns Total
| One Day | -0.56% |
|---|---|
| Five Days | 0.66% |
| One Month | 2.23% |
| Three Months | -2.78% |
| Six Months | 7.63% |
| Nine Months | 18.95% |
| One Year | 15.33% |
| Three Years | -4.81% |
| Five Years | 61.51% |
| Ten Years | 171.45% |
| YTD | 5.95% |
| Since Inception | 625.12% |
Yearly Returns
| 2024 | 5.95% |
|---|---|
| 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 | -16.21% |
|---|---|
| Beta | 1.12 |
| Correlation | 84.48% |
| Downside Deviation | 3.50% |
| Coefficient of determination | 71.37% |
| Standard Deviation | 4.27% |
| Sharpe Ratio | -0.9 |
| Sortino | -3.82 |
| Treynor | 8.89 |
| Ulcer Index | 4.92 |
| Ulcer Performance Index | -2.72 |