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Nasdaq - Delayed Quote USD

JPMorgan Large Cap Growth A (OLGAX)

71.62
-0.04
(-0.06%)
At close: 8:04:21 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.37%
5y Average Return 17.55%
Number of Years Up 24
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2025) 55.62%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 55.62%
Worst 3Y Total Return 5.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OLGAX
Category
YTD
-7.83%
12.38%
1-Month
-7.58%
5.09%
3-Month
-7.83%
10.28%
1-Year
6.07%
41.70%
3-Year
11.09%
22.56%
5-Year
20.69%
21.98%
10-Year
15.85%
15.99%
Last Bull Market
21.45%
25.99%
Last Bear Market
-18.49%
-17.29%

Annual Total Return (%) History

Year
OLGAX
Category
2025
--
--
2024
33.52%
--
2023
34.28%
--
2022
-25.59%
--
2021
18.20%
--
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
--
-2.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.83% -- -- --
2024 16.01% 6.95% 2.30% 5.19%
2023 9.06% 12.90% -3.76% 13.32%
2022 -10.32% -18.49% -1.59% 3.44%
2021 0.27% 8.63% 0.39% 8.10%
2020 -11.69% 36.13% 16.28% 11.33%
2019 19.29% 7.47% -1.24% 9.57%
2018 5.11% 7.36% 9.17% -18.78%
2017 11.52% 8.46% 5.47% 7.95%
2016 -6.40% -0.81% 6.38% -0.93%

2015 4.37% 2.16% -6.19% 7.42%
2014 -1.42% 3.70% 3.39% 4.68%
2013 6.30% 1.84% 11.29% 10.00%
2012 16.69% -5.82% 4.36% -2.47%
2011 5.16% 1.63% -11.93% 9.13%
2010 2.80% -9.89% 17.34% 12.52%
2009 -5.01% 10.59% 15.11% 11.24%
2008 -13.43% 6.55% -16.66% -21.59%
2007 1.75% 7.11% 8.08% 4.75%
2006 2.78% -3.67% 2.31% 4.58%
2005 -6.47% 3.53% 4.01% 3.98%
2004 0.48% 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%
2000 3.49% -3.55% -5.32% -19.80%
1999 7.91% 2.56% -3.69% 19.60%
1998 16.53% 6.73% -6.70% 24.37%
1997 2.23% 18.88% 5.62% 3.08%
1996 4.23% 2.79% 3.23% 5.67%
1995 8.12% 7.23% 4.87% 4.00%
1994 1.92% 5.40% -0.55% --

Rank in Category (By Total Return)

YTD 36
1-Month 33
3-Month 36
1-Year 37
3-Year 7
5-Year 6

Load Adjusted Returns

1-Year 0.50%
3-Year 9.11%
5-Year 19.40%
10-Year 15.23%

Performance & Risk

YTD Return -7.37%
5y Average Return 17.55%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family JPMorgan
Net Assets 97.34B
YTD Return -7.83%
Yield 0.00%
Morningstar Rating
Inception Date Feb 28, 1992

Fund Summary

Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of large, well-established companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Growth Index at the time of purchase. The fund is non-diversified.

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