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JPMorgan Investor Growth A (ONGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.95-0.07 (-0.28%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.34%
5-Year Average Return10.91%
Number of Years Up20
Number of Years Down7
Best 1 Yr Total Return (Jun 27, 2024)29.69%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return29.69%
Worst 3-Yr Total Return5.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnONGAXCategory
YTD8.53%13.38%
1-Month3.98%1.16%
3-Month3.46%6.75%
1-Year21.88%40.77%
3-Year4.65%13.59%
5-Year11.84%13.52%
10-Year9.06%10.48%
Last Bull Market23.15%21.11%
Last Bear Market-13.78%-19.34%

Annual Total Return (%) History

Year
ONGAXCategory
2024
N/AN/A
2023
18.95%N/A
2022
-16.03%N/A
2021
17.93%N/A
2020
19.80%15.41%
2019
24.88%24.78%
2018
-8.89%-9.27%
2017
21.07%18.41%
2016
8.71%8.45%
2015
-1.42%-1.74%
2014
8.99%5.50%
2013
27.45%26.84%
2012
15.20%15.29%
2011
-3.16%-4.13%
2010
12.58%14.83%
2009
29.69%30.03%
2008
-33.19%-38.64%
2007
6.45%7.48%
2006
14.59%14.66%
2005
6.76%7.75%
2004
11.72%12.45%
2003
28.10%30.32%
2002
-18.69%-19.14%
2001
-9.02%-7.34%
2000
0.58%-0.06%
1999
15.73%25.27%
1998
21.40%14.49%
1997
24.04%19.54%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.35%N/AN/AN/A
20235.87%5.37%-3.76%10.80%
2022-5.27%-13.78%-5.23%8.48%
20215.71%5.99%-1.28%6.62%
2020-19.07%19.97%7.42%14.86%
201911.93%3.52%-0.06%7.84%
2018-0.41%1.01%4.20%-13.07%
20176.06%3.43%4.60%5.51%
2016-0.35%0.41%5.14%3.34%
20151.97%0.29%-7.79%4.54%
20141.50%4.09%-0.64%3.83%
20138.56%1.70%6.22%8.67%
201212.86%-4.72%6.00%1.06%
20115.02%0.20%-15.89%9.42%
20104.34%-10.51%10.14%9.47%
2009-8.51%16.45%15.49%5.40%
2008-8.08%-0.20%-10.47%-18.66%
20072.42%5.25%1.25%-2.47%
20065.41%-1.04%3.14%6.51%
2005-1.69%1.78%4.39%2.21%
20042.40%1.17%-1.39%9.35%
2003-3.79%15.02%4.35%10.94%
20022.07%-10.33%-15.89%5.61%
2001-10.27%6.75%-15.00%11.74%
20005.86%-2.90%3.33%-5.31%
19990.82%7.23%-6.04%13.94%
199810.97%1.60%-10.03%19.67%
1997-0.01%13.30%9.10%0.36%

Rank In Category (By Total Return)

YTD25
1-Month47
3-Month31
1-Year38
3-Year11
5-Year12

Load Adjusted Returns

1-Year16.40%
3-Year3.06%
5-Year10.82%
10-Year8.56%