Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OMGCX (JPMORGAN MID CAP GROWTH FUND CLASS C) | 2.89% | 8.26% | 11.80% | 3.56% | 11.66% | 11.15% | 9.50% | … | … |
Data as of 06/05/2026, Common starting date is 07/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OMGCX (JPMORGAN MID CAP GROWTH FUND CLASS C) | 07/23/1999 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -2.74 | 8.26 | 11.80 | 3.56 | 11.66 | 11.15 | 9.50 | … | … | 2.89 | 7.94 | 13.41 | 22.19 | -27.62 | 9.70 | 47.12 | 38.66 | -5.79 | 28.45 | -0.60 | 1.80 | 9.94 | 41.21 | 14.92 | -6.51 | 24.44 | 42.03 | -44.32 | 15.57 | 10.33 | 9.88 | 11.72 | 25.55 | -20.98 | -11.58 | 4.93 | 20.07 |
| Sharpe Ratio | NA | 0.63 | 0.54 | 0.07 | 0.45 | NA | NA | … | … | 0.60 | 0.21 | 0.59 | 1.14 | -0.92 | 0.47 | 1.09 | 2.38 | -0.36 | 2.86 | -0.05 | 0.11 | 0.63 | 3.07 | 0.90 | -0.22 | 1.10 | 1.41 | -1.06 | 0.73 | 0.47 | 0.60 | 0.76 | 1.54 | -0.84 | -0.50 | 0.02 | 2.15 |
| Standard Deviation(%) | NA | 17.36 | 19.47 | 22.12 | 23.20 | NA | NA | … | … | 20.26 | 23.86 | 16.67 | 16.37 | 31.54 | 20.37 | 42.85 | 15.61 | 19.86 | 9.75 | 17.43 | 16.13 | 15.77 | 13.40 | 16.57 | 29.72 | 22.06 | 29.71 | 42.66 | 17.00 | 14.65 | 12.59 | 14.14 | 16.13 | 26.22 | 28.34 | 38.68 | 22.05 |
| Draw Down(%) | NA | 14.37 | 26.01 | 37.50 | 37.50 | NA | NA | … | … | 13.11 | 25.58 | 11.42 | 14.09 | 33.09 | 11.96 | 34.20 | 8.50 | 23.97 | 3.30 | 19.30 | 14.76 | 10.82 | 6.98 | 14.00 | 27.99 | 17.70 | 21.53 | 55.62 | 10.14 | 14.70 | 7.86 | 14.63 | 12.15 | 31.67 | 31.67 | 25.27 | 8.16 |
| Yield(%) | 0.00 | 18.45 | 12.42 | 8.57 | 13.13 | 11.89 | 9.40 | … | … | 0.00 | 18.83 | 14.99 | 0.00 | 1.05 | 15.57 | 22.09 | 14.38 | 9.24 | 10.84 | 0.06 | 7.00 | 13.04 | 15.68 | 6.13 | 10.27 | 0.00 | 0.00 | 1.89 | 18.25 | 18.25 | 9.12 | 0.00 | 0.00 | 0.00 | 0.34 | 16.95 | 16.43 |
Data as of 06/05/2026, Common starting date is 07/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMGCX (JPMORGAN MID CAP GROWTH FUND CLASS C) |
-16.06%
Feb 2006 – Feb 2009 |
-5.90%
Feb 2004 – Feb 2009 |
-1.65%
Aug 2000 – Aug 2010 |
4.18%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OMGCX (JPMORGAN MID CAP GROWTH FUND CLASS C) |
30.80%
Dec 2018 – Dec 2021 |
26.29%
Feb 2009 – Feb 2014 |
18.10%
Sep 2011 – Sep 2021 |
15.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart