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ONGAX: JPMORGAN INVESTOR GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 27.28 0.13(0.47%) July 11
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 01/30/1997 |
| Last Dividend Date: | 03/31/2025 |
| 12-Mo. Yield | 3.08% |
| Expenses | 1.50% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/1997 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 8.1 | 10.2 | 11.5 | 8.4 | 7.9 | 9.6 | 7.5 | 7.5 | 11.9 | 16.7 | -21.5 | 15.8 | 13.0 | 24.9 | -8.9 | 21.1 | 8.7 | -1.5 | 9.0 | 27.5 | 15.2 | -3.1 | 12.6 | 29.7 | -33.2 | 6.4 | 14.6 | 5.9 | 11.7 | 28.3 | -19.6 | -8.0 | 0.6 | 15.7 | 21.5 | 20.0 |
| Sharpe Ratio | NA | 0.71 | 0.45 | 0.55 | 0.41 | 0.39 | NA | NA | 0.35 | 0.48 | 1.1 | -1.07 | 1.24 | 0.43 | 2.23 | -0.72 | 1.33 | 0.64 | -0.11 | 0.82 | 2.57 | 1.2 | -0.14 | 0.75 | 1.25 | -1.01 | 0.25 | 1.19 | 0.41 | 0.89 | 2.05 | -0.97 | -0.56 | -0.19 | 0.94 | 1.14 | 1.42 |
| Draw Down(%) | NA | 14.8 | 14.8 | 14.8 | 24.5 | 31.4 | NA | NA | 49.2 | 7.0 | 10.1 | 23.1 | 6.2 | 31.4 | 5.6 | 18.9 | 10.1 | 11.7 | 12.0 | 8.0 | 6.4 | 10.9 | 20.6 | 14.4 | 22.4 | 44.1 | 9.2 | 8.8 | 7.1 | 6.9 | 11.9 | 29.9 | 25.9 | 13.1 | 10.5 | 19.1 | 8.6 |
| Standard Deviation(%) | NA | 18.4 | 15.8 | 14.9 | 15.3 | 16.6 | NA | NA | 16.9 | 11.1 | 11.4 | 21.5 | 12.8 | 29.4 | 10.6 | 14.3 | 15.5 | 13.3 | 13.7 | 10.9 | 10.7 | 12.7 | 22.7 | 16.7 | 23.7 | 33.6 | 14.1 | 9.6 | 9.1 | 12.1 | 13.5 | 21.4 | 18.6 | 18.7 | 13.3 | 15.9 | 12.9 |
| Treynor Ratio | NA | 0.17 | 0.09 | 0.1 | 0.08 | 0.08 | NA | NA | 0.07 | 0.06 | 0.15 | -0.28 | 0.18 | 0.16 | 0.28 | -0.12 | 0.29 | 0.09 | -0.02 | 0.1 | 0.29 | 0.16 | -0.03 | 0.14 | 0.35 | -0.42 | 0.04 | 0.12 | 0.04 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | -0.02 | -0.02 | -0.01 | NA | NA | 0.0 | -0.03 | -0.02 | -0.03 | -0.02 | -0.02 | 0.0 | -0.02 | 0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.02 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.75 | 0.77 | 0.81 | 0.8 | 0.82 | NA | NA | 0.85 | 0.82 | 0.82 | 0.81 | 0.87 | 0.82 | 0.83 | 0.82 | 0.71 | 0.99 | 0.87 | 0.94 | 0.94 | 0.95 | 0.95 | 0.91 | 0.85 | 0.82 | 0.88 | 0.91 | 0.85 | 0.87 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.95 | 0.89 | 0.87 | 0.85 | NA | NA | 0.69 | 0.9 | 0.9 | 0.88 | 0.82 | 0.94 | 0.97 | 0.97 | 0.09 | 0.96 | 0.96 | 0.98 | 0.96 | 0.93 | 0.99 | 0.99 | 0.97 | 0.99 | 0.96 | 0.94 | 0.91 | 0.58 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.1 | 3.0 | 2.2 | 2.3 | 4.7 | 6.1 | 5.0 | N/A | 3.6 | 1.6 | 0.9 | 2.9 | 1.2 | 9.3 | 7.0 | 9.7 | 5.9 | 6.1 | 3.8 | 1.5 | 1.2 | 0.8 | 0.6 | 1.4 | 6.5 | 8.7 | 5.4 | 0.7 | 0.5 | 0.3 | 0.3 | 2.0 | 9.9 | 3.5 | 9.0 | 4.6 |
| Dividend Growth(%) | N/A | -97.1 | 155.3 | -46.6 | -68.4 | 100.2 | N/A | N/A | N/A | 163.1 | 26.4 | -63.2 | 169.3 | -84.9 | 11.0 | -19.2 | 72.6 | -11.4 | 68.1 | 214.8 | 42.9 | 44.4 | 54.3 | -44.9 | -87.4 | -27.7 | 73.6 | 760.2 | 47.6 | 125.0 | -24.3 | -85.7 | -82.3 | 214.9 | -56.9 | 124.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/1997
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