OLGAX
JPMorgan Large Cap Growth Fund Class A
Mutual fund
$84.09+0.79 (+0.95%)Close Oct 2, 2026
Feb 22, 1994 – Oct 2, 2026, Dividends reinvested
- Final balance
- $294,879
- CAGR
- +10.94%
- Max drawdown
- −63.07%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.97%
- 3M
- +3.93%
- 6M
- +15.41%
- YTD
- +6.55%
- 1Y
- +4.00%
- 3Y
- +22.15%
- 5Y
- +11.52%
- 10Y
- +18.96%
- 15Y
- +17.17%
- 20Y
- +13.71%
- 25Y
- +11.44%
- 30Y
- +10.62%
- Since 1994
- +10.94%
Metrics
Since 1994| Volatility | 20.75% |
|---|---|
| Sortino ratio | 0.86 |
| Calmar ratio | 0.17 |
| Best year, 2020 | +55.60% |
| Worst year, 2008 | −39.72% |
| Positive years | 25 of 31 |
| Longest drawdown | 13.5 years |
Worst drawdowns
Since 1994| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −63.1% | Mar 2000 | Jul 2002 | Sep 2013 | 13.5 years |
| −31.9% | Feb 2020 | Mar 2020 | May 2020 | 3 months |
| −31.3% | Nov 2021 | Jun 2022 | Jan 2024 | 2.2 years |
| −25.5% | Oct 2018 | Dec 2018 | Apr 2019 | 7 months |
| −21.5% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
Annual returns
1994 from Feb 22 · 2026 through Oct 2