Nasdaq - Delayed Quote USD

JPMorgan Investor Growth A (ONGAX)

26.36
-0.29
(-1.09%)
At close: June 13 at 8:04:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.92%
5y Average Return 11.31%
Number of Years Up 21
Number of Years Down 7
Best 1Y Total Return (Jun 9, 2025) 27.45%
Worst 1Y Total Return (Jun 9, 2025) --
Best 3Y Total Return 27.45%
Worst 3Y Total Return 4.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ONGAX
Category
YTD
3.26%
0.00%
1-Month
4.83%
0.00%
3-Month
0.75%
0.00%
1-Year
9.47%
0.00%
3-Year
10.35%
0.00%
5-Year
12.24%
0.00%
10-Year
9.06%
0.00%
Last Bull Market
14.26%
0.00%
Last Bear Market
-13.78%
0.00%

Annual Total Return (%) History

Year
ONGAX
Category
2025
--
--
2024
15.05%
--
2023
18.95%
--
2022
-16.03%
--
2021
17.93%
--
2020
19.80%
--
2019
24.88%
--
2018
-8.89%
--

2017
21.07%
--
2016
8.71%
--
2015
-1.42%
--
2014
8.99%
--
2013
27.45%
--
2012
15.20%
--
2011
-3.16%
--
2010
12.58%
--
2009
29.69%
--
2008
-33.19%
--
2007
6.45%
--
2006
14.59%
--
2005
6.76%
--
2004
11.72%
--
2003
28.10%
--
2002
-18.69%
--
2001
-9.02%
--
2000
0.58%
--
1999
15.73%
--
1998
21.40%
--
1997
24.04%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.29% -- -- --
2024 8.35% 1.84% 5.47% -1.14%
2023 5.87% 5.37% -3.76% 10.80%
2022 -5.27% -13.78% -5.23% 8.48%
2021 5.71% 5.99% -1.28% 6.62%
2020 -19.07% 19.97% 7.42% 14.86%
2019 11.93% 3.52% -0.06% 7.84%
2018 -0.41% 1.01% 4.20% -13.07%
2017 6.06% 3.43% 4.60% 5.51%
2016 -0.35% 0.41% 5.14% 3.34%

2015 1.97% 0.29% -7.79% 4.54%
2014 1.50% 4.09% -0.64% 3.83%
2013 8.56% 1.70% 6.22% 8.67%
2012 12.86% -4.72% 6.00% 1.06%
2011 5.02% 0.20% -15.89% 9.42%
2010 4.34% -10.51% 10.14% 9.47%
2009 -8.51% 16.45% 15.49% 5.40%
2008 -8.08% -0.20% -10.47% -18.66%
2007 2.42% 5.25% 1.25% -2.47%
2006 5.41% -1.04% 3.14% 6.51%
2005 -1.69% 1.78% 4.39% 2.21%
2004 2.40% 1.17% -1.39% 9.35%
2003 -3.79% 15.02% 4.35% 10.94%
2002 2.07% -10.33% -15.89% 5.61%
2001 -10.27% 6.75% -15.00% 11.74%
2000 5.86% -2.90% 3.33% -5.31%
1999 0.82% 7.23% -6.04% 13.94%
1998 10.97% 1.60% -10.03% 19.67%
1997 -0.01% 13.30% 9.10% 0.36%

Rank in Category (By Total Return)

YTD 78
1-Month 69
3-Month 90
1-Year 63
3-Year 27
5-Year 24

Load Adjusted Returns

1-Year 4.54%
3-Year 8.67%
5-Year 11.21%
10-Year 8.55%

Performance & Risk

YTD Return 4.92%
5y Average Return 11.31%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category --
Fund Family JPMorgan
Net Assets 5.81B
YTD Return 3.26%
Yield 2.23%
Morningstar Rating
Inception Date Dec 10, 1996

Fund Summary

The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 90% in equity securities and 10% in income securities.

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