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JPMorgan Large Cap Growth Fund Class A (OLGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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52.87-1.48 (-2.72%)
At close: 08:01PM EST
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return11.91%
5-Year Average Return13.03%
Number of Years Up21
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)55.62%
Worst 1 Yr Total Return (Feb 3, 2019)-39.72%
Best 3-Yr Total Return55.62%
Worst 3-Yr Total Return-7.63%

Trailing Returns (%) Vs. Benchmarks

ReturnOLGAXCategory
YTD-3.66%12.38%
1-Month-0.39%5.09%
3-Month3.90%10.28%
1-Year13.95%41.70%
3-Year34.55%22.56%
5-Year22.63%21.98%
10-Year19.08%15.99%
Last Bull Market27.96%25.99%
Last Bear Market-13.06%-17.29%

Annual Total Return (%) History

Year
OLGAXCategory
2021
N/AN/A
2020
55.62%35.86%
2019
38.73%31.90%
2018
0.05%-2.09%
2017
37.71%27.67%
2016
-2.16%3.23%
2015
7.45%3.60%
2014
10.64%10.00%
2013
32.53%33.92%
2012
11.86%15.34%
2011
2.72%-2.46%
2010
22.31%15.53%
2009
34.51%35.68%
2008
-39.72%-40.67%
2007
23.40%13.35%
2006
5.93%7.05%
2005
4.73%6.71%
2004
6.68%7.81%
2003
27.06%28.66%
2002
-28.58%-27.64%
2001
-20.57%-22.30%
2000
-24.20%-13.05%
1999
27.49%38.87%
1998
44.33%34.55%
1997
32.31%26.36%
1996
16.87%19.76%
1995
26.43%32.65%
1994
N/A-2.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20210.27%N/AN/AN/A
2020-11.69%36.13%16.28%11.33%
201919.29%7.47%-1.24%9.57%
20185.11%7.36%9.17%-18.78%
201711.52%8.46%5.47%7.95%
2016-6.40%-0.81%6.38%-0.93%
20154.37%2.16%-6.19%7.42%
2014-1.42%3.70%3.39%4.68%
20136.30%1.84%11.29%10.00%
201216.69%-5.82%4.36%-2.47%
20115.16%1.63%-11.93%9.13%
20102.80%-9.89%17.34%12.52%
2009-5.01%10.59%15.11%11.24%
2008-13.43%6.55%-16.66%-21.59%
20071.75%7.11%8.08%4.75%
20062.78%-3.67%2.31%4.58%
2005-6.47%3.53%4.01%3.98%
20040.48%1.65%-4.25%9.09%
2003-0.88%14.22%2.71%9.26%
2002-3.44%-18.26%-14.50%5.84%
2001-18.83%7.53%-19.52%13.08%
20003.49%-3.55%-5.32%-19.80%
19997.91%2.56%-3.69%19.60%
199816.53%6.73%-6.70%24.37%
19972.23%18.88%5.62%3.08%
19964.23%2.79%3.23%5.67%
19958.12%7.23%4.87%4.00%
19941.92%5.40%-0.55%N/A

Rank In Category (By Total Return)

YTD88
1-Month72
3-Month79
1-Year49
3-Year10
5-Year7

Load Adjusted Returns

1-Year33.60%
3-Year25.48%
5-Year26.47%
10-Year17.67%
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