OGGCX
JPMorgan Investor Growth-C
$22.54
-0.02 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 5383.364M |
| 52 Week High | 22.56 |
| 52 Week Low | 17.562 |
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Key Data
| Symbol | OGGCX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 22.54 |
| Price Yesterday | 22.56 |
| Market Cap | 5,383.36 |
| YTD Return | 11.44% |
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 | 22.56 |
|---|---|
| 52 Week Low | 17.56 |
| Market Cap | 5,383.36M |
| Shares Outstanding | 238.84M |
| Income Dividend Yield | 0.92% |
| Long Term Dividend Yield | 1.96% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.88% |
Returns Annualized
| One Day | -20.04% |
|---|---|
| Five Days | 92.19% |
| One Months | 34.54% |
| Three Months | 15.71% |
| Six Months | 27.06% |
| Nine Months | 32.37% |
| One Year | 20.10% |
| Three Years | 4.74% |
| Five Years | 10.49% |
| Ten Years | 8.54% |
| YTD | 23.39% |
| Since Inception | 6.73% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 1.30% |
| One Month | 2.38% |
| Three Months | 3.65% |
| Six Months | 12.49% |
| Nine Months | 23.11% |
| One Year | 20.08% |
| Three Years | 14.84% |
| Five Years | 64.48% |
| Ten Years | 126.42% |
| YTD | 11.44% |
| Since Inception | 426.27% |
Yearly Returns
| 2024 | 11.44% |
|---|---|
| 2023 | 18.29% |
| 2022 | -16.46% |
| 2021 | 17.32% |
| 2020 | 19.15% |
| 2019 | 24.14% |
| 2018 | -9.38% |
| 2017 | 20.35% |
| 2016 | 8.10% |
| 2015 | -1.91% |
Risk against SP-DA
| Alpha | -5.36% |
|---|---|
| Beta | 0.86 |
| Correlation | 96.15% |
| Downside Deviation | 2.88% |
| Coefficient of determination | 92.45% |
| Standard Deviation | 2.88% |
| Sharpe Ratio | -0.86 |
| Sortino | -2.99 |
| Treynor | 17.11 |
| Ulcer Index | 3.21 |
| Ulcer Performance Index | -2.69 |