Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSGIX (JPMORGAN MID CAP GROWTH FUND CLASS A) | 5.34% | 10.96% | 13.17% | 4.85% | 12.53% | 11.78% | 10.20% | … | … |
Data as of 06/03/2026, Common starting date is 03/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSGIX (JPMORGAN MID CAP GROWTH FUND CLASS A) | 03/30/1992 | 06/03/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 10.96 | 13.17 | 4.85 | 12.53 | 11.78 | 10.20 | … | … | 5.34 | 8.41 | 13.33 | 23.55 | -27.26 | 10.32 | 47.86 | 39.31 | -5.34 | 29.08 | -0.12 | 2.37 | 10.48 | 41.92 | 15.54 | -6.08 | 25.23 | 42.93 | -43.98 | 16.38 | 11.01 | 10.56 | 12.61 | 26.53 | -20.42 | -10.91 | 5.72 | 28.97 | 37.14 | 29.46 | 19.92 | 5.67 | -7.13 | 6.28 | -2.68 |
| Sharpe Ratio | NA | 0.66 | 0.56 | 0.09 | 0.49 | NA | NA | … | … | 0.63 | 0.23 | 0.58 | 1.23 | -0.92 | 0.51 | 1.20 | 2.42 | -0.34 | 2.93 | -0.02 | 0.15 | 0.67 | 3.12 | 0.94 | -0.21 | 1.14 | 1.44 | -1.05 | 0.78 | 0.52 | 0.66 | 0.82 | 1.59 | -0.82 | -0.48 | 0.04 | 1.21 | 1.31 | 1.35 | 1.00 | 0.07 | -1.04 | 0.35 | -0.37 |
| Standard Deviation(%) | NA | 17.42 | 19.53 | 22.11 | 22.60 | NA | NA | … | … | 20.34 | 23.93 | 16.76 | 16.37 | 31.41 | 20.33 | 39.57 | 15.62 | 19.83 | 9.76 | 17.43 | 16.09 | 15.73 | 13.41 | 16.58 | 29.75 | 22.02 | 29.68 | 42.67 | 16.98 | 14.65 | 12.57 | 14.11 | 16.19 | 26.19 | 28.45 | 38.69 | 21.21 | 25.66 | 19.00 | 16.09 | 23.28 | 9.79 | 11.57 | 15.72 |
| Draw Down(%) | NA | 14.25 | 25.89 | 37.26 | 37.26 | NA | NA | … | … | 13.04 | 25.54 | 11.23 | 13.97 | 32.92 | 11.86 | 34.17 | 8.41 | 23.87 | 3.26 | 19.27 | 14.67 | 10.70 | 6.95 | 13.90 | 27.91 | 17.50 | 21.39 | 55.37 | 10.10 | 14.56 | 7.79 | 14.41 | 11.97 | 31.37 | 31.32 | 25.09 | 11.02 | 30.89 | 12.05 | 16.59 | 25.27 | 12.39 | 9.18 | 13.23 |
| Yield(%) | 0.00 | 11.58 | 8.26 | 6.16 | 10.75 | 10.53 | 8.92 | … | … | 0.00 | 11.86 | 9.94 | 0.00 | 0.71 | 11.04 | 16.51 | 11.09 | 7.32 | 8.79 | 0.05 | 5.81 | 11.10 | 13.66 | 5.40 | 9.23 | 0.13 | 0.00 | 1.73 | 17.07 | 17.35 | 8.77 | 0.00 | 0.00 | 0.01 | 0.34 | 16.93 | 17.90 | 14.05 | 15.47 | 19.70 | 0.09 | 0.21 | 0.30 | 0.13 |
Data as of 06/03/2026, Common starting date is 03/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSGIX (JPMORGAN MID CAP GROWTH FUND CLASS A) |
-15.53%
Feb 2006 – Feb 2009 |
-5.27%
Feb 2004 – Feb 2009 |
-0.97%
Aug 2000 – Aug 2010 |
4.78%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSGIX (JPMORGAN MID CAP GROWTH FUND CLASS A) |
40.96%
Mar 1997 – Mar 2000 |
26.98%
Feb 2009 – Feb 2014 |
18.69%
Sep 2011 – Sep 2021 |
16.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart