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OLGAX: JPMORGAN LARGE CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 68.36 0.08(0.12%) May 17
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (48%) |
Start Date: | 04/28/1994 |
Last Dividend Date: | 12/20/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.69% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | 16.3 | 40.0 | 10.5 | 19.2 | 17.5 | 18.0 | 12.7 | 10.3 | 34.9 | -26.0 | 18.5 | 55.6 | 38.8 | 0.2 | 38.8 | -2.2 | 7.3 | 10.6 | 32.5 | 11.9 | 2.7 | 22.3 | 34.5 | -39.7 | 23.4 | 5.9 | 4.7 | 6.7 | 27.1 | -28.2 | -20.6 | -24.2 | 27.7 | 43.8 | 32.3 | 16.9 | 25.0 | 6.0 |
Sharpe Ratio | NA | 2.25 | 2.14 | 0.36 | 0.7 | 0.76 | NA | NA | 0.44 | 1.84 | -1.06 | 0.96 | 1.46 | 2.2 | -0.05 | 3.78 | -0.16 | 0.41 | 0.67 | 2.47 | 0.78 | 0.11 | 1.17 | 1.42 | -1.1 | 1.09 | 0.2 | 0.23 | 0.49 | 1.57 | -1.09 | -0.78 | -0.93 | 1.13 | 1.77 | 1.45 | 1.19 | 2.92 | 0.67 |
Draw Down(%) | NA | 7.9 | 11.8 | 31.3 | 31.9 | 31.9 | NA | NA | 63.1 | 11.8 | 29.5 | 12.9 | 31.9 | 8.1 | 25.5 | 3.4 | 16.5 | 13.6 | 11.1 | 7.6 | 11.5 | 17.3 | 13.6 | 19.4 | 47.6 | 10.9 | 11.4 | 9.1 | 9.7 | 11.9 | 35.4 | 39.7 | 32.0 | 11.2 | 18.7 | 11.3 | 7.5 | 4.0 | 5.3 |
Standard Deviation(%) | NA | 18.4 | 16.8 | 20.4 | 24.8 | 21.2 | NA | NA | 20.9 | 16.8 | 25.9 | 19.4 | 37.9 | 17.0 | 23.6 | 10.1 | 15.2 | 17.6 | 15.8 | 13.2 | 15.3 | 23.8 | 19.1 | 24.2 | 36.8 | 18.9 | 13.3 | 10.9 | 11.6 | 16.8 | 27.0 | 29.6 | 30.5 | 21.7 | 22.9 | 19.8 | 11.1 | 7.3 | 8.6 |
Treynor Ratio | NA | 0.43 | 0.39 | 0.11 | 0.21 | 0.18 | NA | NA | 0.1 | 0.36 | -0.43 | 0.23 | 0.54 | 0.48 | -0.01 | 0.34 | -0.02 | 0.07 | 0.09 | 0.31 | 0.12 | 0.03 | 0.23 | 0.36 | -0.42 | 0.18 | 0.03 | 0.03 | 0.08 | 0.31 | -0.35 | -0.28 | -0.33 | 0.25 | 0.45 | 0.3 | 0.22 | 0.41 | 0.08 |
Alpha | NA | 0.04 | 0.02 | 0.02 | 0.02 | 0.01 | NA | NA | 0.01 | -0.01 | 0.0 | 0.03 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.01 | 0.04 | 0.0 | -0.02 | 0.04 | 0.02 | -0.02 | 0.0 | 0.01 | 0.01 | 0.03 | -0.04 | 0.04 | 0.05 | 0.04 | 0.02 | 0.02 | 0.01 |
Beta | NA | 0.97 | 0.92 | 0.7 | 0.84 | 0.88 | NA | NA | 0.89 | 0.85 | 0.64 | 0.79 | 1.03 | 0.78 | 1.12 | 1.12 | 1.0 | 1.07 | 1.13 | 1.05 | 1.02 | 0.89 | 0.97 | 0.97 | 0.96 | 1.12 | 0.98 | 0.88 | 0.76 | 0.86 | 0.84 | 0.82 | 0.86 | 0.97 | 0.9 | 0.94 | 0.61 | 0.51 | 0.7 |
RSquared | NA | 0.97 | 0.94 | 0.82 | 0.86 | 0.86 | NA | NA | 0.9 | 0.91 | 0.83 | 0.76 | 0.94 | 0.71 | 0.98 | 0.9 | 0.95 | 0.97 | 0.95 | 0.92 | 0.94 | 0.98 | 0.95 | 0.96 | 0.96 | 0.95 | 0.92 | 0.9 | 0.91 | 0.97 | 0.96 | 0.95 | 0.94 | 0.91 | 0.9 | 0.91 | 0.61 | 0.54 | 0.67 |
Yield(%) | N/A | 0.0 | 0.0 | 5.9 | 9.5 | 11.5 | 18.1 | 12.6 | N/A | 0.0 | 2.3 | 15.9 | 7.7 | 15.9 | 13.8 | 18.5 | 9.1 | 4.6 | 2.0 | 0.0 | 0.4 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.4 | 0.0 | 3.3 | 13.8 | 12.5 | 17.8 | 6.2 | 1.4 | 1.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -21.9 | 14.8 | 26798.6 | N/A | N/A | N/A | -100.0 | -84.8 | 194.3 | -39.6 | -1.5 | -10.4 | 87.6 | 96.2 | 158.1 | N/A | -100.0 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | -73.1 | 41.5 | -18.6 | 215.2 | 441.2 | 54.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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