JPMorgan Mid Cap Growth Fund Class A (OSGIX)
The mutual fund primarily focuses on investing in equity securities of mid cap companies to achieve sustained growth, with at least 80% of its assets allocated to such investments.
Fund Info
US4812C16862
4812C1686
Sep 21, 1994
$1,000
Large-Cap
Expense Ratio
OSGIX has a high expense ratio of 1.14%, 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 Mid Cap Growth Fund Class A (OSGIX) returned -0.51% year-to-date (YTD) and 6.59% over the past 12 months. Over the past 10 years, OSGIX had an annualized return of 10.21%, just below the S&P 500 benchmark at 10.69%.
OSGIX
-0.51%
14.58%
-5.04%
6.59%
11.08%
10.21%
^GSPC (Benchmark)
-0.64%
8.97%
-2.62%
11.90%
15.76%
10.69%
Monthly Returns
The table below presents the monthly returns of OSGIX, 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 | 6.57% | -6.72% | -8.76% | 2.67% | 6.84% | -0.51% | |||||||
| 2024 | 0.11% | 7.34% | 2.46% | -5.77% | 0.39% | 1.82% | -1.54% | 2.30% | 1.82% | 0.98% | 11.01% | -6.50% | 14.00% |
| 2023 | 7.74% | -0.94% | 0.86% | -1.46% | 1.08% | 7.16% | 2.77% | -2.58% | -5.56% | -4.95% | 11.50% | 6.70% | 22.83% |
| 2022 | -13.00% | 0.30% | 1.03% | -11.02% | -4.28% | -6.89% | 11.05% | -3.17% | -8.68% | 6.92% | 4.89% | -5.54% | -27.26% |
| 2021 | -0.49% | 4.62% | -2.77% | 4.34% | -2.00% | 4.76% | 0.52% | 2.39% | -4.42% | 6.80% | -3.40% | 0.25% | 10.32% |
| 2020 | 2.67% | -5.40% | -13.15% | 16.06% | 10.39% | 3.29% | 7.58% | 4.36% | -2.00% | 0.15% | 13.73% | 5.72% | 47.86% |
| 2019 | 11.84% | 7.19% | 1.21% | 3.62% | -4.43% | 7.51% | 1.91% | -1.85% | -2.31% | 2.08% | 6.51% | 1.50% | 39.31% |
| 2018 | 6.14% | -2.30% | -0.17% | -1.26% | 3.90% | -0.32% | 1.78% | 6.72% | -0.87% | -10.21% | 1.64% | -9.03% | -5.34% |
| 2017 | 4.54% | 3.35% | 0.38% | 1.82% | 2.91% | 1.56% | 1.93% | 1.65% | 2.21% | 2.13% | 3.17% | 0.23% | 29.08% |
| 2016 | -10.95% | 0.32% | 7.14% | 0.39% | 2.53% | -2.09% | 5.16% | -0.53% | -0.08% | -4.98% | 5.24% | -0.93% | -0.12% |
| 2015 | -1.47% | 6.30% | 1.44% | -0.11% | 3.56% | 0.29% | 2.49% | -6.90% | -5.86% | 4.42% | 1.19% | -2.15% | 2.37% |
| 2014 | -0.87% | 7.53% | -2.41% | -3.34% | 3.02% | 4.76% | -5.09% | 5.75% | -2.79% | 2.91% | 1.85% | -0.44% | 10.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of OSGIX is 38, 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 Mid Cap Growth Fund Class A (OSGIX) 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
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 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 73.41%, occurring on Dec 5, 2012. Recovery took 1988 trading sessions.
The current JPMorgan Mid Cap Growth Fund Class A drawdown is 8.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.41% | Jul 18, 2000 | 3116 | Dec 5, 2012 | 1988 | Nov 6, 2020 | 5104 |
| -37.26% | Nov 10, 2021 | 151 | Jun 16, 2022 | 611 | Nov 21, 2024 | 762 |
| -36.07% | Jul 21, 1998 | 57 | Oct 8, 1998 | 136 | Apr 26, 1999 | 193 |
| -26.39% | Sep 14, 1995 | 82 | Jan 10, 1996 | 383 | Jul 16, 1997 | 465 |
| -25.89% | Dec 9, 2024 | 82 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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