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JPMorgan Mid Cap Growth A (OSGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.23-0.20 (-0.49%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.42%
5-year average return12.15%
Number of years up23
Number of years down8
Best 1-yr total return (21 May 2024)47.77%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return47.77%
Worst 3-yr total return-0.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOSGIXCategory
YTD3.74%10.80%
1-month-5.77%4.43%
3-month3.63%7.00%
1-year20.13%48.17%
3-year-1.04%21.26%
5-year10.87%20.18%
10-year11.22%14.07%
Last bull market30.97%27.14%
Last bear market-20.70%-21.26%

Annual total return (%) history

Year
OSGIXCategory
2024
N/AN/A
2023
22.83%N/A
2022
-27.27%N/A
2021
10.45%N/A
2020
47.77%39.26%
2019
39.23%32.52%
2018
-5.45%-6.65%
2017
29.07%23.91%
2016
-0.12%6.03%
2015
2.51%-0.95%
2014
10.64%7.00%
2013
41.90%34.93%
2012
15.59%14.07%
2011
-6.11%-3.96%
2010
25.09%24.61%
2009
42.93%39.11%
2008
-43.95%-43.77%
2007
16.84%15.09%
2006
11.04%9.00%
2005
10.60%9.84%
2004
12.61%13.23%
2003
26.53%35.96%
2002
-20.43%-27.24%
2001
-10.91%-19.98%
2000
5.58%-4.78%
1999
28.72%60.49%
1998
37.07%18.76%
1997
29.78%17.98%
1996
19.93%18.11%
1995
27.58%34.57%
1994
-3.90%-1.85%
1993
12.18%13.88%
1992
N/A7.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.09%N/AN/AN/A
20237.64%6.73%-5.45%13.07%
2022-11.84%-20.70%-1.79%5.93%
20211.22%7.12%-1.62%3.54%
2020-15.66%32.33%10.02%20.34%
201921.33%6.46%-2.28%10.29%
20183.54%2.25%7.68%-17.06%
20178.45%6.43%5.89%5.60%
2016-4.28%0.77%4.52%-0.93%
20156.25%3.74%-10.18%3.54%
20144.03%4.33%-2.44%4.50%
201311.30%3.43%11.99%10.07%
201218.12%-8.70%6.30%0.83%
20117.82%0.56%-22.36%11.54%
20106.17%-10.42%14.44%14.92%
2009-1.08%14.97%16.83%7.58%
2008-14.27%7.80%-16.67%-27.21%
20073.23%8.08%5.66%-0.89%
200610.38%-5.41%1.09%5.21%
2005-0.17%3.09%3.67%3.66%
20045.17%0.32%-4.35%11.58%
2003-2.63%13.94%5.07%8.55%
20022.48%-13.43%-14.25%4.60%
2001-18.96%15.29%-21.07%20.80%
200019.14%-3.98%10.83%-16.73%
1999-3.28%11.75%-7.23%28.39%
199813.63%1.96%-15.33%39.73%
1997-2.61%17.89%18.90%-4.94%
19968.62%3.47%4.90%1.71%
19956.96%7.84%13.02%-2.13%
1994-3.37%-4.01%7.24%-3.39%
19932.16%2.50%6.39%0.69%
1992-8.76%0.88%15.09%N/A

Rank in category (by total return)

YTD36
1-month26
3-month40
1-year30
3-year45
5-year17

Load adjusted returns

1-year13.82%
3-year-2.80%
5-year9.68%
10-year10.62%