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Jpmorgan Mid Cap Growth A: (MF: OSGIX)
(NASDAQ Mutual Funds) As of Jan 13, 2026 05:44 PM ET
$39.43 USD
+0.07 (0.18%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.30 | 74 |
| 3 months | -3.07 | 89 |
| 6 months | 1.21 | 86 |
| 1 Year | 8.30 | 74 |
| 3 Year | 14.91 | 61 |
| 5 Year | 4.04 | 88 |
| 10 Year | 11.81 | 51 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 125.20 |
| Bear Market (10/07 - 2/09) | -52.62 |
| Bull Market (2/09 - 3/21) | 972.02 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 2.90 |
| 5 Year | 2.97 |
| 10 Year | 11.24 |
| Since Inception | 10.42 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.29 | 17.97 | 4.42 | -3.07 |
| 2024 | 10.09 | -3.68 | 2.56 | 4.86 |
| 2023 | 7.64 | 6.73 | -5.45 | 13.07 |
| 2022 | -11.84 | -20.69 | -1.79 | 5.93 |
| 2021 | 1.22 | 7.12 | -1.62 | 3.54 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.30 | 14.04 | 22.82 | -27.26 | 10.44 | 47.77 | 39.23 | -5.46 | 29.05 | -0.12 |
| % Total Return Rel to Index | -9.91 | -10.97 | -3.41 | -9.06 | -18.23 | 29.37 | 7.74 | -1.06 | 7.25 | -12.06 |
| % Total Return Rel to Peer | -4.40 | -5.34 | -0.17 | -7.56 | -11.61 | 27.85 | 10.80 | 1.40 | 8.37 | -7.94 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 4.67 | 3.66 | 0.00 | 0.29 | 4.64 | 5.45 | 2.81 | 2.15 | 2.14 | 0.01 |
| Expense Ratio | 1.10 | 1.14 | 1.14 | 1.18 | 1.24 | 1.24 | 1.23 | 1.23 | 1.23 | 1.24 |
* 1 = Top 20%, 5 = Bottom 20%