Nasdaq - Delayed Quote USD

JPMorgan Investor Conservative Growth C (OCGCX)

12.03 -0.04 (-0.33%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.09%
5y Average Return 3.19%
Number of Years Up 21
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 17.54%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 17.54%
Worst 3Y Total Return 0.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OCGCX
Category
YTD
2.67%
5.91%
1-Month
1.67%
0.61%
3-Month
2.67%
4.02%
1-Year
8.32%
18.59%
3-Year
0.84%
8.56%
5-Year
3.88%
7.44%
10-Year
3.55%
6.20%
Last Bull Market
12.38%
11.89%
Last Bear Market
-7.89%
-8.23%

Annual Total Return (%) History

Year
OCGCX
Category
2024
--
--
2023
9.43%
--
2022
-12.97%
--
2021
5.73%
--
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
--
14.12%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.67% -- -- --
2023 3.72% 1.27% -2.96% 7.35%
2022 -4.91% -7.89% -4.02% 3.51%
2021 0.82% 3.23% -0.57% 2.16%
2020 -7.39% 9.04% 3.10% 5.81%
2019 5.54% 2.57% 1.05% 2.50%
2018 -0.73% -0.05% 1.57% -4.28%
2017 2.49% 1.74% 1.97% 1.90%
2016 1.02% 1.32% 2.25% -0.21%
2015 1.12% -0.59% -2.94% 1.00%

2014 1.28% 2.30% -0.60% 1.52%
2013 3.05% -0.57% 2.20% 3.33%
2012 5.19% -0.92% 3.23% 0.47%
2011 2.03% 0.81% -5.39% 3.53%
2010 2.75% -2.52% 4.84% 2.67%
2009 -1.51% 7.90% 7.98% 2.43%
2008 -1.80% -0.75% -4.86% -5.86%
2007 1.63% 1.28% 1.52% 0.05%
2006 1.33% -0.06% 2.92% 2.64%
2005 -0.78% 2.00% 0.92% 0.81%
2004 1.77% -0.88% 0.95% 3.21%
2003 -0.27% 6.21% 1.10% 3.74%
2002 0.36% -2.49% -3.64% 2.89%
2001 -1.84% 2.01% -2.90% 3.30%
2000 1.78% -0.00% 2.26% 0.32%
1999 0.23% 1.47% -1.90% 3.65%
1998 4.32% 1.78% -0.44% 4.68%
1997 1.25% -- -- --

Rank in Category (By Total Return)

YTD 67
1-Month 81
3-Month 67
1-Year 78
3-Year 78
5-Year 77

Load Adjusted Returns

1-Year 7.32%
3-Year 0.84%
5-Year 3.88%
10-Year 3.55%

Performance & Risk

YTD Return 0.09%
5y Average Return 3.19%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.67
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family JPMorgan
Net Assets 3.93B
YTD Return 2.67%
Yield 2.30%
Morningstar Rating
Inception Date Dec 10, 1996

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 70% in income securities and 30% in equity securities.

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