Back to top
Jpmorgan Mid Cap Growth A: (MF: OSGIX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$39.70 USD
-0.04 (-0.10%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.87 | 63 |
| 3 months | -12.62 | 86 |
| 6 months | -3.29 | 57 |
| 1 Year | 2.38 | 79 |
| 3 Year | 6.54 | 69 |
| 5 Year | 9.61 | 85 |
| 10 Year | 9.76 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 125.20 |
| Bear Market (10/07 - 2/09) | -52.61 |
| Bull Market (2/09 - 3/21) | 954.87 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -10.73 |
| 5 Year | 11.18 |
| 10 Year | 8.90 |
| Since Inception | 10.08 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.29 | NA | NA | NA |
| 2024 | 10.09 | -3.68 | 2.56 | 4.86 |
| 2023 | 7.64 | 6.73 | -5.45 | 13.07 |
| 2022 | -11.84 | -20.69 | -1.79 | 5.93 |
| 2021 | 1.22 | 7.12 | -1.62 | 3.54 |
| 2020 | -15.65 | 32.32 | 10.01 | 20.34 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.87 | 14.04 | 22.82 | -27.26 | 10.44 | 47.77 | 39.23 | -5.46 | 29.05 | -0.12 | 2.51 |
| % Total Return Rel to Index | -1.96 | -10.97 | -3.41 | -9.06 | -18.23 | 29.37 | 7.74 | -1.06 | 7.25 | -12.06 | 1.12 |
| % Total Return Rel to Peer | -1.40 | -5.34 | -0.17 | -7.56 | -11.61 | 27.85 | 10.80 | 1.40 | 8.37 | -7.94 | 4.11 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 3.66 | 0.00 | 0.29 | 4.64 | 5.45 | 2.81 | 2.15 | 2.14 | 0.01 | 1.46 |
| Expense Ratio | 0.00 | 1.12 | 1.14 | 1.18 | 1.24 | 1.24 | 1.23 | 1.23 | 1.23 | 1.24 | 1.23 |
* 1 = Top 20%, 5 = Bottom 20%