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
| ISIN | US4812C05063 |
|---|---|
| CUSIP | 4812C0506 |
| Issuer | JPMorgan Chase |
| Inception Date | Feb 28, 1992 |
| Category | Large Cap Growth Equities |
| Min. Investment | $1,000 |
| Home Page | am.jpmorgan.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
OLGAX has a high expense ratio of 1.01%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: OLGAX vs. VOO, OLGAX vs. SCHG, OLGAX vs. POLIX, OLGAX vs. VTSAX, OLGAX vs. FDEGX, OLGAX vs. VIGAX, OLGAX vs. VONG, OLGAX vs. JPM, OLGAX vs. DGRW, OLGAX vs. DSTL
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan Large Cap Growth Fund Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JPMorgan Large Cap Growth Fund Class A had a return of 34.19% year-to-date (YTD) and 43.93% in the last 12 months. Over the past 10 years, JPMorgan Large Cap Growth Fund Class A had an annualized return of 8.60%, while the S&P 500 had an annualized return of 11.43%, indicating that JPMorgan Large Cap Growth Fund Class A did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 34.19% | 25.82% |
| 1 month | 3.67% | 3.20% |
| 6 months | 17.09% | 14.94% |
| 1 year | 43.93% | 35.92% |
| 5 years (annualized) | 13.08% | 14.22% |
| 10 years (annualized) | 8.60% | 11.43% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.31% | 8.86% | 2.17% | -4.83% | 5.45% | 6.58% | -2.80% | 2.99% | 2.19% | -0.42% | 34.19% | ||
| 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% |
| 2013 | 4.21% | -0.56% | 2.58% | 1.92% | 2.77% | -2.77% | 6.24% | -1.60% | 6.45% | 3.39% | 3.21% | 3.08% | 32.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of OLGAX is 60, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
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 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 |
Dividend yield | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 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.
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.
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 current JPMorgan Large Cap Growth Fund Class A volatility is 4.78%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.