JPMorgan Large Cap Growth Fund Class A (OLGAX)
The JPMorgan Large Cap Growth Fund (OLGAX) aims to achieve long-term growth by primarily investing at least 80% of its net assets and borrowings for investment in the equity securities of large, established companies with market capitalizations similar to those in the Russell 1000 Growth Index.
Fund Info
US4812C05063
4812C0506
Feb 28, 1992
$1,000
Large-Cap
Growth
Expense Ratio
OLGAX has a high expense ratio of 1.01%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
JPMorgan Large Cap Growth Fund Class A (OLGAX) returned 0.34% year-to-date (YTD) and 13.55% over the past 12 months. Over the past 10 years, OLGAX returned 7.73% annually, underperforming the S&P 500 benchmark at 10.89%.
OLGAX
0.34%
14.18%
1.54%
13.55%
11.98%
7.73%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of OLGAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.19% | -3.36% | -7.58% | 1.30% | 7.46% | 0.34% | |||||||
| 2024 | 4.31% | 8.86% | 2.17% | -4.83% | 5.45% | 6.58% | -2.80% | 2.99% | 2.19% | -0.42% | 6.08% | -1.41% | 32.19% |
| 2023 | 6.17% | -2.36% | 5.20% | 0.21% | 5.44% | 6.85% | 3.48% | -1.08% | -5.99% | -2.46% | 11.63% | 4.07% | 34.28% |
| 2022 | -9.86% | -3.49% | 3.09% | -10.84% | -0.77% | -7.87% | 10.31% | -3.47% | -7.58% | 6.08% | 4.28% | -9.17% | -27.73% |
| 2021 | 0.41% | 1.22% | -1.34% | 5.95% | -1.37% | 3.95% | 2.96% | 3.39% | -5.69% | 6.65% | 0.61% | -12.75% | 2.37% |
| 2020 | 3.85% | -5.28% | -10.23% | 17.91% | 9.01% | 5.91% | 9.83% | 10.73% | -4.38% | -3.74% | 10.47% | -0.74% | 47.55% |
| 2019 | 10.75% | 5.17% | 2.42% | 3.95% | -4.00% | 7.69% | 1.77% | 0.61% | -3.55% | 0.58% | 5.91% | -9.28% | 22.35% |
| 2018 | 9.84% | -1.38% | -2.97% | 1.09% | 4.83% | 1.31% | 1.18% | 6.92% | 0.91% | -10.49% | -0.55% | -20.81% | -13.16% |
| 2017 | 5.41% | 3.36% | 2.35% | 2.95% | 6.01% | -0.62% | 2.85% | 1.53% | 1.00% | -8.54% | 2.68% | 0.03% | 19.83% |
| 2016 | -9.19% | -2.39% | 5.60% | -1.20% | 2.87% | -2.40% | 5.19% | -0.43% | 1.57% | -1.63% | 0.44% | -8.70% | -10.91% |
| 2015 | -0.61% | 6.50% | -1.40% | 0.53% | 2.76% | -1.10% | 4.43% | -6.32% | -4.11% | 7.15% | 1.16% | -5.26% | 2.72% |
| 2014 | -1.73% | 5.70% | -5.09% | -1.63% | 3.99% | 1.37% | 0.03% | 5.05% | -1.61% | 3.30% | 1.76% | -2.21% | 8.65% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of OLGAX is 61, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class A (OLGAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
JPMorgan Large Cap Growth Fund Class A provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.74% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Large Cap Growth Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.28 | $0.00 | $0.00 | $0.28 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Large Cap Growth Fund Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan Large Cap Growth Fund Class A was 64.30%, occurring on Jul 23, 2002. Recovery took 2813 trading sessions.
The current JPMorgan Large Cap Growth Fund Class A drawdown is 4.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.3% | Mar 27, 2000 | 579 | Jul 23, 2002 | 2813 | Oct 1, 2013 | 3392 |
| -40.36% | Nov 22, 2021 | 143 | Jun 16, 2022 | 499 | Jun 12, 2024 | 642 |
| -35.45% | Oct 2, 2018 | 58 | Dec 24, 2018 | 364 | Jun 5, 2020 | 422 |
| -25.79% | Jul 21, 1998 | 58 | Oct 8, 1998 | 64 | Jan 6, 1999 | 122 |
| -23.93% | Jul 21, 2015 | 140 | Feb 8, 2016 | 332 | Jun 2, 2017 | 472 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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