Nasdaq - Delayed Quote
USD
JPMorgan Large Cap Growth A (OLGAX)
86.82
-2.54
(-2.84%)
At close: October 30 at 8:08:29 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.00% |
|---|---|
| 5y Average Return | 9.65% |
| Number of Years Up | 25 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 29, 2026) | 55.62% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 55.62% |
| Worst 3Y Total Return | 5.17% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OLGAX
Category
- YTD
- 5.44%
- 0.00%
- 1-Month
- 3.23%
- 0.00%
- 3-Month
- -1.84%
- 0.00%
- 1-Year
- 3.40%
- 0.00%
- 3-Year
- 22.00%
- 0.00%
- 5-Year
- 11.59%
- 0.00%
- 10-Year
- 18.75%
- 0.00%
- Last Bull Market
- 17.32%
- 0.00%
- Last Bear Market
- -18.49%
- 0.00%
Annual Total Return (%) History
Year
OLGAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-8.59% | 17.51% | -1.84% | -- |
|
2025
|
-7.83% | 15.39% | 9.14% | -1.93% |
|
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% |
Rank in Category (By Total Return)
| YTD | 77 |
| 1-Month | 13 |
|---|---|
| 3-Month | 84 |
| 1-Year | 86 |
| 3-Year | 66 |
| 5-Year | 44 |
Load Adjusted Returns
| 1-Year | -2.03% |
| 3-Year | 19.83% |
|---|---|
| 5-Year | 10.40% |
| 10-Year | 18.11% |
Performance & Risk
| YTD Return | 3.00% |
| 5y Average Return | 9.65% |
| Rank in Category (ytd) | 77 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | JPMorgan |
| Net Assets | 112.66B |
| YTD Return | 5.44% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Feb 22, 1994 |
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.
