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JPMorgan Investor Conservative Growth Fund (OCGCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Add to watchlist

Visitors trend2W10W9M

12.01

+0.07

(+0.59%)

At close: 08:01PM EDT

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Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return3.43%

5-Year Average Return3.39%

Number of Years Up19

Number of Years Down4

Best 1 Yr Total Return (Feb 3, 2019)17.54%

Worst 1 Yr Total Return (Feb 3, 2019)-12.71%

Best 3-Yr Total Return17.54%

Worst 3-Yr Total Return-0.80%

Trailing Returns (%) Vs. Benchmarks

ReturnOCGCXCategory

YTD-12.41%5.91%

1-Month-3.88%0.61%

3-Month-7.89%4.02%

1-Year-11.02%18.59%

3-Year1.86%8.56%

5-Year3.37%7.44%

10-Year3.74%6.20%

Last Bull Market9.03%11.89%

Last Bear Market-6.30%-8.23%

Annual Total Return (%) History

Year

OCGCXCategory

2021

N/AN/A

2020

10.16%8.86%

2019

12.12%14.81%

2018

-3.54%-5.04%

2017

8.34%9.86%

2016

4.45%6.62%

2015

-1.46%-2.32%

2014

4.56%4.02%

2013

8.22%7.23%

2012

8.10%9.40%

2011

0.75%1.70%

2010

7.82%10.03%

2009

17.54%20.77%

2008

-12.71%-18.61%

2007

4.54%4.53%

2006

6.98%8.16%

2005

2.96%2.97%

2004

5.11%5.46%

2003

11.09%12.34%

2002

-2.98%-3.11%

2001

0.43%-0.39%

2000

4.40%4.28%

1999

3.42%5.85%

1998

10.65%9.66%

1997

N/A14.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4

20210.82%N/AN/AN/A

2020-7.39%9.04%3.10%5.81%

20195.54%2.57%1.05%2.50%

2018-0.73%-0.05%1.57%-4.28%

20172.49%1.74%1.97%1.90%

20161.02%1.32%2.25%-0.21%

20151.12%-0.59%-2.94%1.00%

20141.28%2.30%-0.60%1.52%

20133.05%-0.57%2.20%3.33%

20125.19%-0.92%3.23%0.47%

20112.03%0.81%-5.39%3.53%

20102.75%-2.52%4.84%2.67%

2009-1.51%7.90%7.98%2.43%

2008-1.80%-0.75%-4.86%-5.86%

20071.63%1.28%1.52%0.05%

20061.33%-0.06%2.92%2.64%

2005-0.78%2.00%0.92%0.81%

20041.77%-0.88%0.95%3.21%

2003-0.27%6.21%1.10%3.74%

20020.36%-2.49%-3.64%2.89%

2001-1.84%2.01%-2.90%3.30%

20001.78%-0.00%2.26%0.32%

19990.23%1.47%-1.90%3.65%

19984.32%1.78%-0.44%4.68%

19971.25%N/AN/AN/A

Rank In Category (By Total Return)

YTD85

1-Month60

3-Month87

1-Year88

3-Year70

5-Year77

Load Adjusted Returns

1-Year12.54%

3-Year7.72%

5-Year6.51%

10-Year5.18%

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