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Jpmorgan Large Cap Growth Fund A: (MF: OLGAX)
(NASDAQ Mutual Funds) As of Apr 24, 2024 08:00 PM ET
$64.91 USD
-0.30 (-0.46%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.01 | 3 |
| 3 months | 16.01 | 3 |
| 6 months | 31.46 | 6 |
| 1 Year | 42.84 | 6 |
| 3 Year | 10.97 | 17 |
| 5 Year | 19.92 | 1 |
| 10 Year | 17.00 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 99.72 |
| Bear Market (10/07 - 2/09) | -47.74 |
| Bull Market (2/09 - 3/21) | 1,247.21 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 35.71 |
| 5 Year | 18.69 |
| 10 Year | 16.40 |
| Since Inception | 10.51 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.01 | NA | NA | NA |
| 2023 | 9.06 | 12.89 | -3.76 | 13.32 |
| 2022 | -10.32 | -18.49 | -1.58 | 3.43 |
| 2021 | 0.27 | 8.62 | 0.38 | 8.09 |
| 2020 | -11.68 | 36.12 | 16.27 | 11.32 |
| 2019 | 19.29 | 7.46 | -1.24 | 9.58 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.01 | 34.28 | -25.59 | 18.19 | 55.62 | 38.74 | 0.04 | 37.70 | -2.16 | 7.44 | 10.64 |
| % Total Return Rel to Index | 5.45 | 8.03 | -7.38 | -10.48 | 37.22 | 7.25 | 4.43 | 15.91 | -14.10 | 6.06 | -3.00 |
| % Total Return Rel to Peer | 6.06 | 11.28 | -5.89 | -3.86 | 35.70 | 10.31 | 6.90 | 17.02 | -9.98 | 9.04 | 2.43 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 1.35 | 9.23 | 3.13 | 5.21 | 5.28 | 5.61 | 3.14 | 1.60 | 0.62 |
| Expense Ratio | 0.00 | 0.94 | 0.94 | 0.93 | 0.94 | 0.93 | 0.97 | 1.05 | 1.04 | 1.06 | 1.10 |
* 1 = Top 20%, 5 = Bottom 20%