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Nasdaq - Delayed Quote USD

JPMorgan Large Cap Growth C (OLGCX)

46.60
-0.03
(-0.06%)
At close: 8:01:55 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.50%
5y Average Return 16.96%
Number of Years Up 20
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2025) 54.90%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 54.90%
Worst 3Y Total Return 4.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OLGCX
Category
YTD
-7.93%
12.38%
1-Month
-7.62%
5.09%
3-Month
-7.93%
10.28%
1-Year
5.54%
41.70%
3-Year
10.54%
22.56%
5-Year
20.08%
21.98%
10-Year
15.27%
15.99%
Last Bull Market
21.10%
25.99%
Last Bear Market
-18.58%
-17.29%

Annual Total Return (%) History

Year
OLGCX
Category
2025
--
--
2024
32.84%
--
2023
33.60%
--
2022
-25.96%
--
2021
17.61%
--
2020
54.90%
35.86%
2019
37.99%
31.90%
2018
-0.43%
-2.09%

2017
37.01%
27.67%
2016
-2.66%
3.23%
2015
6.92%
3.60%
2014
10.13%
10.00%
2013
31.80%
33.92%
2012
11.31%
15.34%
2011
2.21%
-2.46%
2010
21.72%
15.53%
2009
33.66%
35.68%
2008
-40.01%
-40.67%
2007
22.79%
13.35%
2006
5.30%
7.05%
2005
4.18%
6.71%
2004
5.85%
7.81%
2003
26.09%
28.66%
2002
-29.09%
-27.64%
2001
-21.10%
-22.30%
2000
-24.73%
-13.05%
1999
26.59%
38.87%
1998
43.30%
34.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.93% -- -- --
2024 15.88% 6.81% 2.16% 5.06%
2023 8.91% 12.77% -3.87% 13.16%
2022 -10.44% -18.58% -1.72% 3.31%
2021 0.14% 8.50% 0.26% 7.96%
2020 -11.75% 35.90% 16.14% 11.19%
2019 19.15% 7.34% -1.39% 9.42%
2018 4.97% 7.24% 9.04% -18.88%
2017 11.37% 8.34% 5.32% 7.82%
2016 -6.55% -0.88% 6.18% -1.03%

2015 4.24% 2.05% -6.31% 7.28%
2014 -1.51% 3.58% 3.25% 4.55%
2013 6.17% 1.70% 11.12% 9.85%
2012 16.51% -5.89% 4.18% -2.57%
2011 5.01% 1.49% -12.04% 9.03%
2010 2.69% -9.97% 17.18% 12.36%
2009 -5.19% 11.19% 14.14% 11.08%
2008 -13.51% 6.38% -16.74% -21.69%
2007 1.68% 6.92% 7.96% 4.62%
2006 2.58% -3.78% 2.20% 4.38%
2005 -6.59% 3.34% 3.89% 3.88%
2004 0.30% 1.42% -4.35% 8.79%
2003 -1.13% 14.05% 2.51% 9.08%
2002 -3.62% -18.43% -14.66% 5.69%
2001 -18.93% 7.31% -19.64% 12.86%
2000 3.34% -3.72% -5.51% -19.94%
1999 7.72% 2.39% -3.81% 19.33%
1998 16.36% 6.51% -6.89% 24.16%

Rank in Category (By Total Return)

YTD 36
1-Month 34
3-Month 36
1-Year 43
3-Year 11
5-Year 10

Load Adjusted Returns

1-Year 4.54%
3-Year 10.54%
5-Year 20.08%
10-Year 15.27%

Performance & Risk

YTD Return -7.50%
5y Average Return 16.96%
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 -7.93%
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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