Canada markets open in 4 hours 11 minutes

JPMorgan Small Cap Growth I (OGGFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
19.64-0.21 (-1.06%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.66%
5-Year Average Return6.10%
Number of Years Up18
Number of Years Down9
Best 1 Yr Total Return (Jun 27, 2024)59.60%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return59.60%
Worst 3-Yr Total Return-10.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOGGFXCategory
YTD4.84%12.40%
1-Month2.96%3.37%
3-Month-4.03%4.88%
1-Year14.63%55.69%
3-Year-7.84%19.34%
5-Year7.29%20.72%
10-Year10.29%13.98%
Last Bull Market36.45%27.85%
Last Bear Market-21.86%-24.06%

Annual Total Return (%) History

Year
OGGFXCategory
2024
N/AN/A
2023
14.17%N/A
2022
-32.27%N/A
2021
-5.80%N/A
2020
59.60%38.62%
2019
37.48%27.68%
2018
-4.61%-5.76%
2017
41.49%21.50%
2016
8.04%11.20%
2015
-1.93%-2.41%
2014
0.05%2.44%
2013
48.23%40.91%
2012
12.56%13.15%
2011
-3.37%-3.55%
2010
34.21%26.98%
2009
39.14%35.46%
2008
-43.19%-41.55%
2007
12.59%7.59%
2006
16.35%10.81%
2005
6.67%6.02%
2004
20.71%12.41%
2003
34.45%45.54%
2002
-20.94%-27.88%
2001
-6.35%-8.91%
2000
8.44%-3.85%
1999
26.57%64.77%
1998
-4.04%5.23%
1997
28.78%17.41%
1996
N/A18.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.45%N/AN/AN/A
20234.60%8.27%-9.10%10.91%
2022-13.87%-21.86%2.03%-1.36%
2021-1.09%2.04%-5.76%-0.95%
2020-21.29%37.45%13.91%29.51%
201923.52%2.64%-3.89%12.82%
20185.82%8.54%6.15%-21.75%
201711.80%7.30%9.21%8.00%
2016-9.22%6.06%12.24%-0.02%
20156.04%3.45%-15.37%5.64%
20140.52%-3.62%-5.70%9.52%
201312.77%6.83%12.93%8.96%
201213.91%-7.22%8.12%-1.50%
20119.84%-0.78%-24.41%17.30%
20109.07%-8.95%13.41%19.16%
2009-8.15%23.13%17.09%5.07%
2008-15.61%0.11%-9.13%-26.00%
20071.14%7.75%6.22%-2.74%
200615.84%-6.72%-2.95%10.95%
2005-5.08%3.49%6.19%2.26%
20044.81%5.12%-2.77%12.68%
2003-3.61%14.45%8.79%12.02%
20021.77%-10.82%-16.03%3.74%
2001-14.09%12.22%-17.29%17.44%
200013.73%1.01%-0.87%-4.78%
1999-4.14%14.69%-1.22%16.55%
199811.46%-4.67%-22.12%15.97%
1997-7.19%19.30%21.57%-4.34%
19966.33%1.72%0.71%N/A

Rank In Category (By Total Return)

YTD47
1-Month79
3-Month90
1-Year72
3-Year82
5-Year75

Load Adjusted Returns

1-Year14.63%
3-Year-7.84%
5-Year7.29%
10-Year10.29%