JPMorgan Mid Cap Growth Fund Class A (OSGIX)

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The chart shows the growth of an initial investment of $10,000 in JPMorgan Mid 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.

JPMorgan Mid Cap Growth Fund Class A (OSGIX) has returned -9.42% so far this year and 8.27% over the past 12 months. Over the last decade, OSGIX has posted an annualized return of 12.18%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Feb 18, 1992, OSGIX's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, your investment would double in approximately 6.6 years.

Historically, 58% of months were positive and 42% were negative. The best month was Dec 1998 with a return of +17.5%, while the worst month was Oct 2008 at -22.1%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, OSGIX closed higher 52% of trading days. The best single day was Dec 11, 2020 with a return of +13.3%, while the worst single day was Dec 15, 2006 at -15.7%.

JPMorgan Mid Cap Growth Fund Class A has an annualized alpha of 0.90%, beta of 1.06, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since February 19, 1992.

• This fund captured 109.35% of S&P 500 Index gains and 105.90% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.06 and R² of 0.75, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

OSGIX has a high expense ratio of 1.14%, indicating above-average management fees.

OSGIX ranks 13 for risk / return — in the bottom 13% 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.

The table below present risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund Class A (OSGIX) and compare them to a chosen benchmark (S&P 500 Index).

JPMorgan Mid Cap Growth Fund Class A provided a 13.59% dividend yield over the last twelve months, with an annual payout of $4.68 per share.

The table displays the monthly dividend distributions for JPMorgan Mid Cap Growth Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the JPMorgan Mid 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 Mid Cap Growth Fund Class A was 57.79%, occurring on Nov 20, 2008. Recovery took 608 trading sessions.

The current JPMorgan Mid Cap Growth Fund Class A drawdown is 14.25%.

The chart below shows the rolling one-month volatility.