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OSGIX: JPMORGAN MID CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 39.32 0.12(0.31%) April 24
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (45%) |
Start Date: | 03/30/1992 |
Last Dividend Date: | 12/13/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.95% |
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Performance Analytics (As of 04/19/2024)
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 | 1993 | 1992 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 4.4 | 20.8 | -0.6 | 11.1 | 11.1 | 14.3 | 10.1 | 10.7 | 23.5 | -27.5 | 10.7 | 47.9 | 39.3 | -5.3 | 29.1 | -0.1 | 2.4 | 10.5 | 41.9 | 15.5 | -6.1 | 25.2 | 42.9 | -44.0 | 16.4 | 11.0 | 10.6 | 12.6 | 26.5 | -20.4 | -10.9 | 5.7 | 29.0 | 37.1 | 29.5 | 19.9 | 5.7 | -7.1 | 6.3 | -2.7 |
Sharpe Ratio | NA | 0.03 | 0.86 | -0.16 | 0.35 | 0.45 | NA | NA | 0.35 | 1.19 | -0.91 | 0.54 | 1.2 | 2.43 | -0.34 | 2.93 | -0.02 | 0.15 | 0.67 | 3.12 | 0.94 | -0.21 | 1.14 | 1.44 | -1.05 | 0.79 | 0.53 | 0.67 | 0.83 | 1.6 | -0.82 | -0.47 | 0.04 | 1.21 | 1.32 | 1.36 | 1.01 | 0.08 | -1.03 | 0.36 | -0.37 |
Draw Down(%) | NA | 7.5 | 14.0 | 37.3 | 37.3 | 37.3 | NA | NA | 57.8 | 14.0 | 33.2 | 11.9 | 34.2 | 8.4 | 23.9 | 3.3 | 19.3 | 14.7 | 10.7 | 7.0 | 13.9 | 27.9 | 17.5 | 21.4 | 55.4 | 10.1 | 14.6 | 7.8 | 14.4 | 12.0 | 31.4 | 31.3 | 25.1 | 11.0 | 30.9 | 12.0 | 16.6 | 25.3 | 12.4 | 9.2 | 13.2 |
Standard Deviation(%) | NA | 15.7 | 15.2 | 22.8 | 26.4 | 21.8 | NA | NA | 22.5 | 16.3 | 31.7 | 19.9 | 39.6 | 15.6 | 19.8 | 9.8 | 17.4 | 16.1 | 15.7 | 13.4 | 16.6 | 29.8 | 22.0 | 29.7 | 42.7 | 17.0 | 14.7 | 12.6 | 14.1 | 16.2 | 26.2 | 28.5 | 38.7 | 21.2 | 25.7 | 19.0 | 16.1 | 23.3 | 9.8 | 11.6 | 15.7 |
Treynor Ratio | NA | 0.0 | 0.13 | -0.04 | 0.09 | 0.1 | NA | NA | 0.08 | 0.21 | -0.31 | 0.1 | 0.48 | 0.35 | -0.06 | 0.26 | 0.0 | 0.02 | 0.09 | 0.43 | 0.15 | -0.06 | 0.25 | 0.43 | -0.5 | 0.14 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.01 | -0.01 | 0.01 | 0.0 | NA | NA | 0.02 | 0.0 | 0.0 | -0.03 | 0.04 | 0.01 | 0.0 | 0.01 | -0.03 | 0.01 | -0.02 | 0.03 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.05 | 0.98 | 0.95 | 0.98 | 1.0 | NA | NA | 0.98 | 0.93 | 0.94 | 1.02 | 0.99 | 1.1 | 1.07 | 1.12 | 1.07 | 0.99 | 1.12 | 0.98 | 1.01 | 1.04 | 0.99 | 0.99 | 0.9 | 0.96 | 0.94 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.93 | 0.92 | 0.9 | 0.85 | 0.88 | NA | NA | 0.56 | 0.92 | 0.91 | 0.88 | 0.79 | 0.95 | 0.97 | 0.89 | 0.95 | 0.95 | 0.95 | 0.95 | 0.97 | 0.98 | 0.98 | 0.98 | 0.97 | 0.95 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 3.6 | 8.2 | 8.4 | 14.0 | 8.6 | N/A | 0.0 | 0.7 | 11.0 | 16.5 | 11.1 | 7.3 | 8.8 | 0.0 | 5.8 | 11.1 | 13.6 | 5.4 | 9.2 | 0.1 | 0.0 | 1.7 | 17.1 | 17.3 | 8.8 | 0.0 | 0.0 | 0.0 | 0.3 | 16.9 | 17.9 | 14.1 | 15.5 | 19.7 | 0.1 | 0.2 | 0.2 | 0.1 |
Dividend Growth(%) | N/A | N/A | -100.0 | -52.6 | 54.5 | 34.4 | N/A | N/A | N/A | -100.0 | -93.5 | -15.0 | 94.3 | 30.7 | 0.5 | 21300.0 | -99.3 | -47.7 | 0.4 | 180.8 | -50.7 | 9950.0 | N/A | -100.0 | -90.0 | -9.1 | 108.5 | N/A | N/A | N/A | -100.0 | -98.4 | 5.9 | 50.6 | 5.0 | -22.5 | 33200.0 | -66.7 | -25.0 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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