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Jpmorgan Large Cap Growth Fund C: (MF: OLGCX)
(NASDAQ Mutual Funds) As of Oct 2, 2024 08:00 PM ET
$48.23 USD
+0.03 (0.06%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 23.80 | 4 |
| 3 months | 6.56 | 35 |
| 6 months | 9.10 | 44 |
| 1 Year | 31.66 | 9 |
| 3 Year | 7.62 | 30 |
| 5 Year | 18.58 | 3 |
| 10 Year | 16.22 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.51 |
| Bear Market (10/07 - 2/09) | -48.11 |
| Bull Market (2/09 - 3/21) | 1,233.06 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 33.29 |
| 5 Year | 19.20 |
| 10 Year | 16.77 |
| Since Inception | 8.90 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.88 | 6.80 | NA | NA |
| 2023 | 8.91 | 12.76 | -3.86 | 13.15 |
| 2022 | -10.44 | -18.57 | -1.71 | 3.31 |
| 2021 | 0.14 | 8.50 | 0.26 | 7.96 |
| 2020 | -11.74 | 35.90 | 16.14 | 11.19 |
| 2019 | 19.14 | 7.33 | -1.39 | 9.44 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.80 | 33.59 | -25.96 | 17.60 | 54.89 | 38.01 | -0.44 | 37.00 | -2.66 | 6.91 | 10.12 |
| % Total Return Rel to Index | 4.25 | 7.35 | -7.75 | -11.07 | 36.49 | 6.52 | 3.95 | 15.21 | -14.59 | 5.53 | -3.51 |
| % Total Return Rel to Peer | 8.95 | 10.60 | -6.26 | -4.45 | 34.97 | 9.58 | 6.41 | 16.32 | -10.48 | 8.51 | 1.92 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 1.35 | 9.23 | 3.13 | 5.21 | 5.28 | 5.61 | 3.14 | 1.60 | 0.62 |
| Expense Ratio | 1.44 | 1.43 | 1.44 | 1.43 | 1.44 | 1.43 | 1.47 | 1.55 | 1.55 | 1.56 | 1.59 |
* 1 = Top 20%, 5 = Bottom 20%