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OLGCX

JPMorgan Large Cap Growth Fund Class C

Mutual fund

$50.91+0.47 (+0.93%)Close Oct 2, 2026

Nov 4, 1997 – Oct 2, 2026, Dividends reinvested

Final balance
$95,024
CAGR
+8.10%
Max drawdown
−65.26%
Sharpe ratio
0.47

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Growth of $10,000

Trailing returns

Annualized from 3Y
1M
+4.90%
3M
+3.79%
6M
+15.13%
YTD
+6.13%
1Y
+3.44%
3Y
+21.52%
5Y
+10.93%
10Y
+18.38%
15Y
+16.59%
20Y
+13.14%
25Y
+10.82%
Since 1997
+8.10%

Metrics

Since 1997
Volatility21.87%
Sortino ratio0.65
Calmar ratio0.12
Best year, 2020+54.86%
Worst year, 2008−40.01%
Positive years21 of 28
Longest drawdown14.1 years

Worst drawdowns

Since 1997
DeclinePeakBottomRecoveredLength
−65.3%Nov 1999Mar 2009Dec 201314.1 years
−31.9%Feb 2020Mar 2020May 20203 months
−31.6%Nov 2021Jun 2022Jan 20242.2 years
−26.1%Jul 1998Oct 1998Jan 19996 months
−25.6%Oct 2018Dec 2018Apr 20197 months

Annual returns

1997 from Nov 4 · 2026 through Oct 2