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
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
JPMorgan Mid Cap Growth Fund Class A had a return of 19.76% year-to-date (YTD) and 29.70% in the last 12 months. Over the past 10 years, JPMorgan Mid Cap Growth Fund Class A had an annualized return of 4.74%, while the S&P 500 had an annualized return of 11.16%, indicating that JPMorgan Mid Cap Growth Fund Class A did not perform as well as the benchmark.
OSGIX
19.76%
8.67%
12.60%
29.70%
5.52%
4.74%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.11% | 7.34% | 2.46% | -5.77% | 0.39% | 1.82% | -1.54% | 2.30% | 1.82% | 0.98% | 19.76% | ||
| 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% | -6.41% | -27.94% |
| 2021 | -0.49% | 4.62% | -2.77% | 4.34% | -2.00% | 4.76% | 0.52% | 2.39% | -4.42% | 6.80% | -3.40% | -9.75% | -0.68% |
| 2020 | 2.67% | -5.40% | -13.15% | 16.06% | 10.39% | 3.29% | 7.58% | 4.36% | -2.00% | 0.15% | 13.73% | -6.68% | 30.51% |
| 2019 | 11.84% | 7.19% | 1.21% | 3.62% | -4.43% | 7.51% | 1.91% | -2.20% | -1.95% | 2.08% | 6.51% | -6.74% | 28.00% |
| 2018 | 6.14% | -2.30% | -0.17% | -1.26% | 3.90% | -0.32% | 1.78% | 6.72% | -0.87% | -10.21% | 1.64% | -15.87% | -12.46% |
| 2017 | 4.54% | 3.35% | 0.38% | 1.83% | 2.91% | 1.56% | 1.93% | 1.65% | 2.21% | 2.13% | 3.17% | -6.72% | 20.12% |
| 2016 | -10.95% | 0.32% | 7.14% | 0.39% | 2.53% | -2.09% | 5.16% | -0.53% | -0.08% | -4.98% | 5.24% | -0.98% | -0.16% |
| 2015 | -1.47% | 6.30% | 1.44% | -0.11% | 3.56% | 0.29% | 2.49% | -6.90% | -5.86% | 4.42% | 1.19% | -7.64% | -3.38% |
| 2014 | -0.87% | 7.53% | -2.41% | -3.34% | 3.02% | 4.76% | -5.09% | 5.75% | -2.79% | 2.91% | 1.85% | -10.57% | -0.75% |
| 2013 | 6.53% | 0.80% | 3.65% | 1.71% | 3.86% | -2.09% | 7.24% | -0.89% | 5.38% | 2.73% | 2.16% | -6.01% | 27.16% |
Expense Ratio
OSGIX has a high expense ratio of 1.14%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of OSGIX is 47, 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 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.
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.
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 69.04%, occurring on Nov 20, 2008. Recovery took 2399 trading sessions.
The current JPMorgan Mid Cap Growth Fund Class A drawdown is 10.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.04% | Jul 18, 2000 | 2094 | Nov 20, 2008 | 2399 | Jun 6, 2018 | 4493 |
| -43.51% | Nov 10, 2021 | 151 | Jun 16, 2022 | — | — | — |
| -36.07% | Jul 21, 1998 | 58 | Oct 8, 1998 | 142 | Apr 26, 1999 | 200 |
| -34.17% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 3, 2020 | 73 |
| -29.6% | Sep 5, 2018 | 77 | Dec 24, 2018 | 136 | Jul 11, 2019 | 213 |
Volatility
Volatility Chart
The current JPMorgan Mid Cap Growth Fund Class A volatility is 5.39%, 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.