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JPMorgan Small Cap Growth C (OSGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.68+0.03 (+0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.14%
5-year average return5.11%
Number of years up16
Number of years down10
Best 1-yr total return (4 Jul 2024)58.34%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return58.34%
Worst 3-yr total return-10.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOSGCXCategory
YTD6.25%12.40%
1-month1.68%3.37%
3-month-4.53%4.88%
1-year6.72%55.69%
3-year-9.03%19.34%
5-year5.31%20.72%
10-year8.86%13.98%
Last bull market36.06%27.85%
Last bear market-21.99%-24.06%

Annual total return (%) history

Year
OSGCXCategory
2024
N/AN/A
2023
13.29%N/A
2022
-32.78%N/A
2021
-6.45%N/A
2020
58.34%38.62%
2019
36.46%27.68%
2018
-5.30%-5.76%
2017
40.35%21.50%
2016
7.26%11.20%
2015
-2.61%-2.41%
2014
-0.79%2.44%
2013
47.17%40.91%
2012
11.75%13.15%
2011
-4.09%-3.55%
2010
33.10%26.98%
2009
37.83%35.46%
2008
-43.62%-41.55%
2007
11.65%7.59%
2006
15.42%10.81%
2005
5.68%6.02%
2004
19.57%12.41%
2003
33.03%45.54%
2002
-21.65%-27.88%
2001
-7.35%-8.91%
2000
7.34%-3.85%
1999
25.54%64.77%
1998
-5.06%5.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.29%-4.53%N/AN/A
20234.35%8.10%-9.25%10.68%
2022-14.08%-21.99%1.85%-1.53%
2021-1.27%1.84%-5.90%-1.12%
2020-21.50%37.24%13.73%29.23%
201923.28%2.44%-4.08%12.65%
20185.66%8.32%5.98%-21.93%
201711.49%7.16%8.99%7.78%
2016-9.47%5.89%12.15%-0.23%
20155.89%3.23%-15.48%5.40%
20140.25%-3.81%-5.81%9.23%
201312.47%6.67%12.79%8.76%
201213.73%-7.40%7.89%-1.65%
20119.64%-0.95%-24.62%17.16%
20108.83%-9.13%13.11%18.99%
2009-8.37%22.82%16.89%4.77%
2008-15.76%-0.13%-9.30%-26.12%
20070.91%7.58%6.02%-2.99%
200615.65%-6.98%-3.11%10.73%
2005-5.32%3.34%5.86%2.03%
20044.55%4.92%-3.07%12.45%
2003-3.95%14.25%8.51%11.71%
20021.65%-11.05%-16.19%3.40%
2001-14.33%11.93%-17.53%17.15%
200013.41%0.80%-1.14%-5.02%
1999-4.40%14.36%-1.34%16.39%
199811.21%-5.00%-22.38%15.78%

Rank in category (by total return)

YTD33
1-month6
3-month76
1-year69
3-year82
5-year81

Load adjusted returns

1-year5.72%
3-year-9.03%
5-year5.31%
10-year8.86%