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Jpmorgan Mid Cap Growth A: (MF: OSGIX)
(NASDAQ Mutual Funds) As of Jul 8, 2024 08:00 PM ET
$39.96 USD
+0.01 (0.03%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.13 | 82 |
| 3 months | -3.08 | 92 |
| 6 months | 11.11 | 80 |
| 1 Year | 19.30 | 77 |
| 3 Year | -0.24 | 87 |
| 5 Year | 11.96 | 55 |
| 10 Year | 10.92 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 125.20 |
| Bear Market (10/07 - 2/09) | -52.61 |
| Bull Market (2/09 - 3/21) | 803.81 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 19.36 |
| 5 Year | 11.84 |
| 10 Year | 10.92 |
| Since Inception | 10.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.09 | NA | NA | NA |
| 2023 | 7.64 | 6.73 | -5.45 | 13.07 |
| 2022 | -11.84 | -20.69 | -1.79 | 5.93 |
| 2021 | 1.22 | 7.12 | -1.62 | 3.54 |
| 2020 | -15.65 | 32.32 | 10.01 | 20.34 |
| 2019 | 21.33 | 6.46 | -2.27 | 10.29 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.13 | 22.82 | -27.26 | 10.44 | 47.77 | 39.23 | -5.46 | 29.05 | -0.12 | 2.51 | 10.60 |
| % Total Return Rel to Index | -7.16 | -3.41 | -9.06 | -18.23 | 29.37 | 7.74 | -1.06 | 7.25 | -12.06 | 1.12 | -3.03 |
| % Total Return Rel to Peer | -4.46 | -0.17 | -7.56 | -11.61 | 27.85 | 10.80 | 1.40 | 8.37 | -7.94 | 4.11 | 2.40 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.14 | 1.18 | 1.24 | 1.24 | 1.23 | 1.23 | 1.23 | 1.24 | 1.23 | 1.24 |
* 1 = Top 20%, 5 = Bottom 20%