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Jpmorgan Investor Growth Fd Cl C: (MF: OGGCX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$23.08 USD
+0.10 (0.44%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.69 | 14 |
| 3 months | -4.54 | 9 |
| 6 months | -1.21 | 24 |
| 1 Year | 7.98 | 49 |
| 3 Year | 8.19 | 56 |
| 5 Year | 11.63 | 71 |
| 10 Year | 8.10 | 68 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 101.43 |
| Bear Market (10/07 - 2/09) | -45.79 |
| Bull Market (2/09 - 3/21) | 498.68 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 3.18 |
| 5 Year | 14.02 |
| 10 Year | 8.19 |
| Since Inception | 6.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.46 | NA | NA | NA |
| 2024 | 8.20 | 1.70 | 5.34 | -1.27 |
| 2023 | 5.68 | 5.22 | -3.85 | 10.65 |
| 2022 | -5.43 | -13.88 | -5.37 | 8.41 |
| 2021 | 5.55 | 5.86 | -1.43 | 6.53 |
| 2020 | -19.17 | 19.78 | 7.25 | 14.74 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.69 | 14.45 | 18.30 | -16.45 | 17.32 | 19.15 | 24.18 | -9.37 | 20.31 | 8.11 | -1.91 |
| % Total Return Rel to Index | 3.22 | -10.56 | -7.94 | 1.74 | -11.36 | 0.74 | -7.30 | -4.98 | -1.48 | -3.82 | -3.30 |
| % Total Return Rel to Peer | 3.78 | -4.93 | -4.69 | 3.24 | -4.73 | -0.76 | -4.23 | -2.51 | -0.36 | 0.29 | -0.31 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 3.00 | 5.00 | 4.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.48 | 0.21 | 0.16 | 0.61 | 0.16 | 0.15 | 0.39 | 0.31 | 0.13 | 0.17 |
| % Yield | 0.00 | 2.03 | 2.25 | 0.84 | 2.49 | 0.74 | 0.76 | 2.21 | 1.45 | 0.70 | 0.94 |
| Capital Gains ($) | 0.00 | 0.21 | 0.44 | 1.40 | 0.46 | 1.33 | 1.40 | 1.01 | 1.43 | 0.84 | 0.95 |
| Expense Ratio | 0.00 | 1.07 | 1.08 | 1.08 | 1.08 | 1.08 | 1.09 | 1.10 | 1.09 | 1.02 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%