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Jpmorgan Small Cap Growth Fund C: (MF: OSGCX)
(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET
$9.97 USD
+0.13 (1.32%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.52 | 48 |
| 3 months | 5.77 | 57 |
| 6 months | 1.31 | 92 |
| 1 Year | 12.38 | 86 |
| 3 Year | -7.18 | 90 |
| 5 Year | 6.74 | 90 |
| 10 Year | 9.44 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 139.60 |
| Bear Market (10/07 - 2/09) | -53.28 |
| Bull Market (2/09 - 3/21) | 714.67 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 5.65 |
| 5 Year | 5.30 |
| 10 Year | 8.85 |
| Since Inception | 8.11 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.29 | -4.53 | NA | NA |
| 2023 | 4.34 | 8.09 | -9.25 | 10.68 |
| 2022 | -14.08 | -21.98 | 1.85 | -1.53 |
| 2021 | -1.27 | 1.84 | -5.90 | -1.11 |
| 2020 | -21.49 | 37.24 | 13.72 | 29.22 |
| 2019 | 23.28 | 2.43 | -4.07 | 12.61 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.52 | 13.29 | -32.77 | -6.44 | 58.34 | 36.41 | -5.28 | 40.34 | 7.25 | -2.58 | -0.76 |
| % Total Return Rel to Index | -9.02 | -12.95 | -14.57 | -35.13 | 39.93 | 4.92 | -0.89 | 18.54 | -4.68 | -3.97 | -14.40 |
| % Total Return Rel to Peer | -0.03 | -2.78 | -13.25 | -25.76 | 39.34 | 10.98 | 5.48 | 24.74 | -8.69 | 2.14 | -3.43 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.06 | 3.27 | 1.82 | 1.07 | 2.01 | 1.33 | 0.46 | 1.04 | 1.12 |
| Expense Ratio | 0.00 | 1.74 | 1.75 | 1.73 | 1.74 | 1.74 | 1.74 | 1.74 | 1.75 | 1.75 | 1.75 |
* 1 = Top 20%, 5 = Bottom 20%