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Jpmorgan Mid Cap Growth C: (MF: OMGCX)
(NASDAQ Mutual Funds) As of Jul 8, 2024 08:00 PM ET
$26.43 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.94 | 83 |
| 3 months | -3.22 | 93 |
| 6 months | 10.82 | 81 |
| 1 Year | 18.72 | 80 |
| 3 Year | -0.74 | 89 |
| 5 Year | 11.40 | 62 |
| 10 Year | 10.36 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 117.47 |
| Bear Market (10/07 - 2/09) | -53.00 |
| Bull Market (2/09 - 3/21) | 736.49 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 23.74 |
| 5 Year | 12.44 |
| 10 Year | 10.93 |
| Since Inception | 9.55 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.98 | NA | NA | NA |
| 2023 | 7.53 | 6.59 | -5.58 | 12.91 |
| 2022 | -11.94 | -20.78 | -1.96 | 5.82 |
| 2021 | 1.09 | 7.00 | -1.77 | 3.42 |
| 2020 | -15.78 | 32.18 | 9.87 | 20.18 |
| 2019 | 21.14 | 6.33 | -2.36 | 10.16 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.94 | 22.19 | -27.63 | 9.88 | 46.99 | 38.55 | -5.94 | 28.40 | -0.60 | 1.97 | 10.09 |
| % Total Return Rel to Index | -7.36 | -4.05 | -9.42 | -18.79 | 28.59 | 7.06 | -1.54 | 6.61 | -12.54 | 0.58 | -3.55 |
| % Total Return Rel to Peer | -4.65 | -0.80 | -7.93 | -12.17 | 27.07 | 10.13 | 0.92 | 7.73 | -8.42 | 3.57 | 1.88 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.29 | 4.64 | 5.45 | 2.81 | 2.15 | 2.14 | 0.01 | 1.46 | 2.78 |
| Expense Ratio | 0.00 | 1.64 | 1.68 | 1.74 | 1.74 | 1.73 | 1.79 | 1.73 | 1.74 | 1.73 | 1.73 |
* 1 = Top 20%, 5 = Bottom 20%