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JPMorgan Large Cap Growth C (OLGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.19-0.05 (-0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.69%
5-year average return18.53%
Number of years up19
Number of years down7
Best 1-yr total return (6 May 2024)54.90%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return54.90%
Worst 3-yr total return4.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOLGCXCategory
YTD10.23%12.38%
1-month-4.88%5.09%
3-month5.73%10.28%
1-year34.95%41.70%
3-year6.54%22.56%
5-year17.23%21.98%
10-year16.04%15.99%
Last bull market34.53%25.99%
Last bear market-18.58%-17.29%

Annual total return (%) history

Year
OLGCXCategory
2024
N/AN/A
2023
33.60%N/A
2022
-25.96%N/A
2021
17.61%N/A
2020
54.90%35.86%
2019
37.99%31.90%
2018
-0.43%-2.09%
2017
37.01%27.67%
2016
-2.66%3.23%
2015
6.92%3.60%
2014
10.13%10.00%
2013
31.80%33.92%
2012
11.31%15.34%
2011
2.21%-2.46%
2010
21.72%15.53%
2009
33.66%35.68%
2008
-40.01%-40.67%
2007
22.79%13.35%
2006
5.30%7.05%
2005
4.18%6.71%
2004
5.85%7.81%
2003
26.09%28.66%
2002
-29.09%-27.64%
2001
-21.10%-22.30%
2000
-24.73%-13.05%
1999
26.59%38.87%
1998
43.30%34.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.88%N/AN/AN/A
20238.91%12.77%-3.87%13.16%
2022-10.44%-18.58%-1.72%3.31%
20210.14%8.50%0.26%7.96%
2020-11.75%35.90%16.14%11.19%
201919.15%7.34%-1.39%9.42%
20184.97%7.24%9.04%-18.88%
201711.37%8.34%5.32%7.82%
2016-6.55%-0.88%6.18%-1.03%
20154.24%2.05%-6.31%7.28%
2014-1.51%3.58%3.25%4.55%
20136.17%1.70%11.12%9.85%
201216.51%-5.89%4.18%-2.57%
20115.01%1.49%-12.04%9.03%
20102.69%-9.97%17.18%12.36%
2009-5.19%11.19%14.14%11.08%
2008-13.51%6.38%-16.74%-21.69%
20071.68%6.92%7.96%4.62%
20062.58%-3.78%2.20%4.38%
2005-6.59%3.34%3.89%3.88%
20040.30%1.42%-4.35%8.79%
2003-1.13%14.05%2.51%9.08%
2002-3.62%-18.43%-14.66%5.69%
2001-18.93%7.31%-19.64%12.86%
20003.34%-3.72%-5.51%-19.94%
19997.72%2.39%-3.81%19.33%
199816.36%6.51%-6.89%24.16%

Rank in category (by total return)

YTD11
1-month60
3-month18
1-year21
3-year33
5-year5

Load adjusted returns

1-year33.95%
3-year6.54%
5-year17.23%
10-year16.04%