Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OLGCX (JPMORGAN LARGE CAP GROWTH FUND CLASS C) | 6.39% | 14.77% | 22.17% | 14.13% | 16.22% | 16.80% | 12.68% | 7.66% |
Data as of 07/22/2025, AR inception is 12/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLGCX (JPMORGAN LARGE CAP GROWTH FUND CLASS C) | 12/16/1999 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 14.77 | 22.17 | 14.13 | 16.22 | 16.80 | 12.68 | 7.66 | 6.39 | 30.83 | 33.60 | -29.12 | -4.33 | 43.97 | 38.11 | -0.20 | 38.41 | -2.69 | 6.78 | 10.13 | 31.80 | 11.31 | 2.21 | 21.72 | 33.67 | -40.01 | 22.79 | 5.30 | 4.18 | 5.85 | 26.09 | -29.09 | -21.10 | -24.73 | 3.13 |
| Sharpe Ratio | NA | 0.59 | 1.01 | 0.59 | 0.68 | NA | NA | 0.28 | 0.41 | 1.30 | 1.77 | -1.17 | -0.15 | 1.15 | 2.15 | -0.06 | 3.73 | -0.19 | 0.38 | 0.64 | 2.41 | 0.74 | 0.09 | 1.14 | 1.32 | -1.11 | 1.06 | 0.15 | 0.18 | 0.43 | 1.51 | -1.12 | -0.80 | -0.94 | 12.55 |
| Standard Deviation(%) | NA | 23.45 | 20.35 | 21.57 | 21.92 | NA | NA | 21.76 | 26.19 | 18.66 | 16.75 | 26.15 | 29.64 | 37.81 | 17.04 | 23.59 | 10.17 | 15.26 | 17.64 | 15.76 | 13.17 | 15.32 | 23.86 | 19.04 | 25.36 | 36.77 | 18.85 | 13.36 | 10.90 | 11.53 | 16.78 | 27.00 | 29.62 | 30.59 | 9.05 |
| Draw Down(%) | NA | 21.63 | 21.63 | 31.62 | 31.88 | NA | NA | 65.04 | 21.63 | 13.24 | 11.91 | 30.58 | 24.65 | 31.88 | 8.23 | 25.55 | 3.44 | 16.55 | 13.72 | 11.11 | 7.63 | 11.60 | 17.35 | 13.67 | 19.54 | 47.84 | 10.95 | 11.44 | 9.28 | 10.04 | 12.09 | 36.09 | 39.97 | 32.38 | 0.50 |
| Yield(%) | 0.00 | 1.68 | 2.30 | 7.51 | 10.64 | 16.15 | 12.82 | 5.89 | 0.00 | 2.11 | 0.00 | 3.30 | 21.98 | 10.43 | 20.60 | 17.15 | 22.06 | 10.59 | 5.35 | 2.25 | 0.00 | 0.18 | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 3.48 | 0.00 |
Data as of 07/22/2025, AR inception is 12/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLGCX (JPMORGAN LARGE CAP GROWTH FUND CLASS C) |
-26.14%
Mar 2000 - Mar 2003 |
-12.67%
Mar 2000 - Mar 2005 |
-5.64%
Aug 2000 - Aug 2010 |
1.34%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLGCX (JPMORGAN LARGE CAP GROWTH FUND CLASS C) |
35.81%
Dec 2018 - Dec 2021 |
28.18%
Dec 2016 - Dec 2021 |
19.75%
Aug 2010 - Aug 2020 |
18.22%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart