OSGIX
JPMorgan Mid Cap Growth Fund Class A
Mutual fund
$39.06+0.36 (+0.93%)Close Oct 2, 2026
Feb 18, 1992 – Oct 2, 2026, Dividends reinvested
- Final balance
- $238,459
- CAGR
- +9.59%
- Max drawdown
- −57.79%
- Sharpe ratio
- 0.52
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.25%
- 3M
- −4.41%
- 6M
- +7.81%
- YTD
- +2.82%
- 1Y
- −0.68%
- 3Y
- +13.02%
- 5Y
- +3.07%
- 10Y
- +12.06%
- 15Y
- +13.31%
- 20Y
- +10.04%
- 25Y
- +10.01%
- 30Y
- +10.40%
- Since 1992
- +9.59%
Metrics
Since 1992| Volatility | 22.24% |
|---|---|
| Sortino ratio | 0.73 |
| Calmar ratio | 0.17 |
| Best year, 2020 | +47.86% |
| Worst year, 2008 | −43.98% |
| Positive years | 25 of 33 |
| Longest drawdown | 5.6 years |
Worst drawdowns
Since 1992| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −57.8% | Oct 2007 | Nov 2008 | Feb 2011 | 3.3 years |
| −49.2% | Sep 2000 | Oct 2002 | Apr 2006 | 5.6 years |
| −37.3% | Nov 2021 | Jun 2022 | Nov 2024 | 3 years |
| −34.2% | Feb 2020 | Mar 2020 | Jun 2020 | 3 months |
| −30.9% | Jul 1998 | Oct 1998 | Dec 1998 | 5 months |
Annual returns
1992 from Feb 18 · 2026 through Oct 2