OGGCX
JPMorgan Investor Growth-C
$21.13
-0.10 (-0.47%)
Currency in USD / Last Updated: 4/25/2024
| Category | Aggressive |
|---|---|
| Market Cap | 5002.316M |
| 52 Week High | 21.89 |
| 52 Week Low | 17.565 |
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Key Data
| Symbol | OGGCX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 21.13 |
| Price Yesterday | 21.23 |
| Market Cap | 5,002.32 |
| YTD Return | 4.45% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 500 |
| Redeption Fee | 0 |
| Prospectus | 0.015 |
Overview
| 52 Week High | 21.89 |
|---|---|
| 52 Week Low | 17.57 |
| Market Cap | 5,002.32M |
| Shares Outstanding | 236.74M |
| Income Dividend Yield | 0.99% |
| Long Term Dividend Yield | 2.09% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.08% |
Returns Annualized
| One Day | -69.61% |
|---|---|
| Five Days | 61.57% |
| One Months | -28.60% |
| Three Months | 14.89% |
| Six Months | 42.01% |
| Nine Months | 11.69% |
| One Year | 17.82% |
| Three Years | 3.18% |
| Five Years | 9.39% |
| Ten Years | 8.45% |
| YTD | 14.71% |
| Since Inception | 6.51% |
Returns Total
| One Day | -0.47% |
|---|---|
| Five Days | 0.96% |
| One Month | -2.90% |
| Three Months | 3.53% |
| Six Months | 18.98% |
| Nine Months | 8.68% |
| One Year | 17.80% |
| Three Years | 9.82% |
| Five Years | 56.50% |
| Ten Years | 124.62% |
| YTD | 4.45% |
| Since Inception | 393.23% |
Yearly Returns
| 2024 | 4.45% |
|---|---|
| 2023 | 18.30% |
| 2022 | -16.45% |
| 2021 | 17.32% |
| 2020 | 19.15% |
| 2019 | 24.15% |
| 2018 | -9.38% |
| 2017 | 20.35% |
| 2016 | 8.10% |
| 2015 | -1.91% |
Risk against SP-DA
| Alpha | -5.31% |
|---|---|
| Beta | 0.86 |
| Correlation | 97.91% |
| Downside Deviation | 2.77% |
| Coefficient of determination | 95.87% |
| Standard Deviation | 2.99% |
| Sharpe Ratio | -0.78 |
| Sortino | -2.94 |
| Treynor | 14.42 |
| Ulcer Index | 3.19 |
| Ulcer Performance Index | -2.55 |