Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

JPMorgan Investor Conservative Growth Fund (OCGCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
12.01+0.07 (+0.59%)
At close: 08:01PM EDT
Advertisement

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%
Advertisement
Advertisement