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Jpmorgan Small Cap Growth Fund C: (MF: OSGCX)
(NASDAQ Mutual Funds) As of Jun 18, 2025 08:00 PM ET
$9.48 USD
+0.06 (0.64%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.59 | 78 |
| 3 months | -5.80 | 77 |
| 6 months | -15.55 | 78 |
| 1 Year | -2.18 | 68 |
| 3 Year | 2.72 | 82 |
| 5 Year | 2.22 | 96 |
| 10 Year | 7.49 | 36 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 139.60 |
| Bear Market (10/07 - 2/09) | -53.28 |
| Bull Market (2/09 - 3/21) | 769.94 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -12.51 |
| 5 Year | 7.16 |
| 10 Year | 7.10 |
| Since Inception | 7.58 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -12.05 | NA | NA | NA |
| 2024 | 11.29 | -4.53 | 3.71 | 1.48 |
| 2023 | 4.34 | 8.09 | -9.25 | 10.68 |
| 2022 | -14.08 | -21.98 | 1.85 | -1.53 |
| 2021 | -1.27 | 1.84 | -5.90 | -1.11 |
| 2020 | -21.49 | 37.24 | 13.72 | 29.22 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.59 | 11.83 | 13.29 | -32.77 | -6.44 | 58.34 | 36.41 | -5.28 | 40.34 | 7.25 | -2.58 |
| % Total Return Rel to Index | -9.65 | -13.18 | -12.95 | -14.57 | -35.13 | 39.93 | 4.92 | -0.89 | 18.54 | -4.68 | -3.97 |
| % Total Return Rel to Peer | -2.57 | -0.08 | -2.78 | -13.25 | -25.76 | 39.34 | 10.98 | 5.48 | 24.74 | -8.69 | 2.14 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.73 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.06 | 3.27 | 1.82 | 1.07 | 2.01 | 1.33 | 0.46 | 1.04 |
| Expense Ratio | 0.00 | 1.73 | 1.74 | 1.75 | 1.73 | 1.74 | 1.74 | 1.74 | 1.74 | 1.75 | 1.75 |
* 1 = Top 20%, 5 = Bottom 20%