OMGCX
JPMorgan Mid Cap Growth Fund Class C
Mutual fund
$22.66+0.21 (+0.94%)Close Oct 2, 2026
Nov 4, 1997 – Oct 2, 2026, Dividends reinvested
- Final balance
- $100,120
- CAGR
- +8.30%
- Max drawdown
- −58.08%
- Sharpe ratio
- 0.46
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.21%
- 3M
- −4.51%
- 6M
- +7.55%
- YTD
- +2.44%
- 1Y
- −1.11%
- 3Y
- +12.46%
- 5Y
- +2.56%
- 10Y
- +11.51%
- 15Y
- +12.74%
- 20Y
- +9.51%
- 25Y
- +9.42%
- Since 1997
- +8.30%
Metrics
Since 1997| Volatility | 23.65% |
|---|---|
| Sortino ratio | 0.64 |
| Calmar ratio | 0.14 |
| Best year, 2020 | +47.12% |
| Worst year, 2008 | −44.32% |
| Positive years | 21 of 28 |
| Longest drawdown | 6.4 years |
Worst drawdowns
Since 1997| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −58.1% | Oct 2007 | Nov 2008 | Feb 2011 | 3.3 years |
| −50.0% | Sep 2000 | Oct 2002 | Feb 2007 | 6.4 years |
| −37.5% | Nov 2021 | Jun 2022 | Nov 2024 | 3 years |
| −35.8% | Jul 1998 | Oct 1998 | Apr 1999 | 9 months |
| −34.2% | Feb 2020 | Mar 2020 | Jun 2020 | 3 months |
Annual returns
1997 from Nov 4 · 2026 through Oct 2