- ISIN
- US4812C05063
- CUSIP
- 4812C0506
- Issuer
- JPMorgan
- Inception Date
- Feb 22, 1994
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
OLGAX Performance Chart
JPMorgan Large Cap Growth Fund Class A (OLGAX) is up 6.6% since the beginning of the year. OLGAX is currently trading at $84 per share. Investors who bought $1,000 worth of OLGAX shares 5 years ago would now be looking at an investment worth $1,833.
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Returns By Period
JPMorgan Large Cap Growth Fund Class A (OLGAX) has returned 6.55% so far this year and 20.24% over the past 12 months. Looking at the last ten years, OLGAX has achieved an annualized return of 19.68%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
JPMorgan Large Cap Growth Fund Class A
- 1D
- 1.83%
- 1M
- 1.31%
- YTD
- 6.55%
- 6M
- 5.55%
- 1Y
- 20.24%
- 3Y*
- 21.61%
- 5Y*
- 12.89%
- 10Y*
- 19.68%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
OLGAX Monthly Returns History
Based on dividend-adjusted daily data since Feb 22, 1994, OLGAX's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +17.9%, while the worst month was Oct 2008 at -15.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, OLGAX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +10.4%, while the worst single day was Mar 16, 2020 at -12.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.25% | -2.54% | -5.02% | 10.37% | 5.71% | -0.10% | 6.55% | ||||||
| 2025 | 3.19% | -3.36% | -7.58% | 1.30% | 7.20% | 6.25% | 2.56% | 0.50% | 5.88% | 2.47% | -3.08% | -1.29% | 13.79% |
| 2024 | 4.31% | 8.86% | 2.17% | -4.83% | 5.45% | 6.58% | -2.80% | 2.99% | 2.19% | -0.42% | 6.08% | 0.56% | 34.85% |
| 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% | -6.48% | -25.58% |
| 2021 | 0.41% | 1.22% | -1.34% | 5.95% | -1.37% | 3.95% | 2.96% | 3.39% | -5.69% | 6.65% | 0.61% | 0.46% | 17.87% |
Benchmark Metrics
JPMorgan Large Cap Growth Fund Class A has an annualized alpha of 1.25%, beta of 1.05, and R2 of 0.87 versus S&P 500 Index. Calculated based on daily prices since February 22, 1994.
- This fund captured 107.33% of S&P 500 Index gains and 101.11% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.05 and R2 of 0.87, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.25%
- Beta
- 1.05
- R²
- 0.87
- Upside Capture
- 107.33%
- Downside Capture
- 101.11%
Expense Ratio
OLGAX has a high expense ratio of 0.94%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
OLGAX ranks 16 for risk / return — in the bottom 16% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class A (OLGAX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OLGAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.37 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.16 | 2.78 | -1.62 |
| Martin ratioReturn relative to average drawdown | 3.28 | 12.44 | -9.16 |
Dividends
Dividend History
JPMorgan Large Cap Growth Fund Class A provided a 11.09% dividend yield over the last twelve months, with an annual payout of $9.33 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $9.33 | $9.33 | $1.60 | $0.00 | $1.40 | $9.24 | $3.14 | $5.21 | $5.28 | $5.61 | $3.14 | $1.60 |
Dividend yield | 11.09% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.33 | $9.33 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 | $1.60 |
| 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 | $1.40 | $1.40 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.24 | $9.24 |
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 63.25%, occurring on Jul 23, 2002. Recovery took 2804 trading sessions.
The current JPMorgan Large Cap Growth Fund Class A drawdown is 1.11%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -63.25%Jul 2002 | 2y 3mo | 11y 1mo | 13y 5moMar 2000 - Sep 2013 |
COVID crash2020 | -31.87%Mar 2020 | 1mo 2d | 2mo 7d | 3mo 9dFeb 2020 - May 2020 |
Bear market2022 | -31.34%Jun 2022 | 6mo 26d | 1y 7mo | 2y 1moNov 2021 - Jan 2024 |
Rate-hike selloffLate 2018 | -25.49%Dec 2018 | 2mo 23d | 4mo 3d | 6mo 26dOct 2018 - Apr 2019 |
2025 selloff2025 | -21.55%Apr 2025 | 2mo 14d | 2mo 20d | 5mo 4dJan 2025 - Jun 2025 |
Drawdown Indicators
| OLGAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.25% | -56.78% | -6.47% |
Max Drawdown (1Y)Largest decline over 1 year | -16.92% | -9.10% | -7.82% |
Max Drawdown (3Y)Largest decline over 3 years | -21.55% | -18.90% | -2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -31.34% | -25.43% | -5.91% |
Max Drawdown (10Y)Largest decline over 10 years | -31.87% | -33.92% | +2.05% |
Current DrawdownCurrent decline from peak | -1.11% | -1.80% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -18.68% | -10.71% | -7.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.99% | 2.03% | +3.96% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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