Nasdaq - Delayed Quote USD

JPMorgan Investor Growth A (ONGAX)

23.87 +0.18 (+0.76%)
At close: 6:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.64%
5y Average Return 9.95%
Number of Years Up 20
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 29.69%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 29.69%
Worst 3Y Total Return 5.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ONGAX
Category
YTD
8.35%
13.38%
1-Month
3.29%
1.16%
3-Month
8.35%
6.75%
1-Year
21.74%
40.77%
3-Year
6.48%
13.59%
5-Year
11.27%
13.52%
10-Year
9.26%
10.48%
Last Bull Market
34.34%
21.11%
Last Bear Market
-13.78%
-19.34%

Annual Total Return (%) History

Year
ONGAX
Category
2024
--
--
2023
18.95%
--
2022
-16.03%
--
2021
17.93%
--
2020
19.80%
15.41%
2019
24.88%
24.78%
2018
-8.89%
-9.27%
2017
21.07%
18.41%

2016
8.71%
8.45%
2015
-1.42%
-1.74%
2014
8.99%
5.50%
2013
27.45%
26.84%
2012
15.20%
15.29%
2011
-3.16%
-4.13%
2010
12.58%
14.83%
2009
29.69%
30.03%
2008
-33.19%
-38.64%
2007
6.45%
7.48%
2006
14.59%
14.66%
2005
6.76%
7.75%
2004
11.72%
12.45%
2003
28.10%
30.32%
2002
-18.69%
-19.14%
2001
-9.02%
-7.34%
2000
0.58%
-0.06%
1999
15.73%
25.27%
1998
21.40%
14.49%
1997
24.04%
19.54%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.35% -- -- --
2023 5.87% 5.37% -3.76% 10.80%
2022 -5.27% -13.78% -5.23% 8.48%
2021 5.71% 5.99% -1.28% 6.62%
2020 -19.07% 19.97% 7.42% 14.86%
2019 11.93% 3.52% -0.06% 7.84%
2018 -0.41% 1.01% 4.20% -13.07%
2017 6.06% 3.43% 4.60% 5.51%
2016 -0.35% 0.41% 5.14% 3.34%
2015 1.97% 0.29% -7.79% 4.54%

2014 1.50% 4.09% -0.64% 3.83%
2013 8.56% 1.70% 6.22% 8.67%
2012 12.86% -4.72% 6.00% 1.06%
2011 5.02% 0.20% -15.89% 9.42%
2010 4.34% -10.51% 10.14% 9.47%
2009 -8.51% 16.45% 15.49% 5.40%
2008 -8.08% -0.20% -10.47% -18.66%
2007 2.42% 5.25% 1.25% -2.47%
2006 5.41% -1.04% 3.14% 6.51%
2005 -1.69% 1.78% 4.39% 2.21%
2004 2.40% 1.17% -1.39% 9.35%
2003 -3.79% 15.02% 4.35% 10.94%
2002 2.07% -10.33% -15.89% 5.61%
2001 -10.27% 6.75% -15.00% 11.74%
2000 5.86% -2.90% 3.33% -5.31%
1999 0.82% 7.23% -6.04% 13.94%
1998 10.97% 1.60% -10.03% 19.67%
1997 -0.01% 13.30% 9.10% 0.36%

Rank in Category (By Total Return)

YTD 29
1-Month 49
3-Month 29
1-Year 37
3-Year 14
5-Year 10

Load Adjusted Returns

1-Year 16.26%
3-Year 4.86%
5-Year 10.25%
10-Year 8.76%

Performance & Risk

YTD Return 4.64%
5y Average Return 9.95%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family JPMorgan
Net Assets 5.17B
YTD Return 8.35%
Yield 1.21%
Morningstar Rating
Inception Date Jul 01, 1997

Fund Summary

The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 90% in equity securities and 10% in income securities.

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