Nasdaq - Delayed Quote USD

JPMorgan Investor Growth I (ONIFX)

26.64
-0.10
(-0.37%)
At close: May 23 at 8:04:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.14%
5y Average Return 12.90%
Number of Years Up 21
Number of Years Down 7
Best 1Y Total Return (May 23, 2025) 27.80%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 27.80%
Worst 3Y Total Return 4.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ONIFX
Category
YTD
-1.43%
0.00%
1-Month
-0.16%
0.00%
3-Month
-4.36%
0.00%
1-Year
8.83%
0.00%
3-Year
9.01%
0.00%
5-Year
12.48%
0.00%
10-Year
8.96%
0.00%
Last Bull Market
14.42%
0.00%
Last Bear Market
-13.72%
0.00%

Annual Total Return (%) History

Year
ONIFX
Category
2025
--
--
2024
15.34%
--
2023
19.22%
--
2022
-15.86%
--
2021
18.23%
--
2020
20.06%
--
2019
25.21%
--
2018
-8.62%
--

2017
21.33%
--
2016
8.98%
--
2015
-1.11%
--
2014
9.27%
--
2013
27.80%
--
2012
15.47%
--
2011
-2.94%
--
2010
12.91%
--
2009
30.05%
--
2008
-33.10%
--
2007
6.75%
--
2006
14.91%
--
2005
6.94%
--
2004
11.99%
--
2003
28.64%
--
2002
-18.46%
--
2001
-8.82%
--
2000
0.81%
--
1999
16.00%
--
1998
21.76%
--
1997
25.07%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.27% -- -- --
2024 8.44% 1.87% 5.55% -1.09%
2023 5.94% 5.40% -3.68% 10.84%
2022 -5.26% -13.72% -5.17% 8.55%
2021 5.79% 6.01% -1.23% 6.73%
2020 -19.03% 20.02% 7.50% 14.92%
2019 11.95% 3.60% 0.04% 7.92%
2018 -0.34% 1.10% 4.27% -13.02%
2017 6.11% 3.48% 4.68% 5.56%
2016 -0.34% 0.51% 5.22% 3.39%

2015 2.06% 0.36% -7.73% 4.64%
2014 1.53% 4.19% -0.57% 3.89%
2013 8.70% 1.73% 6.30% 8.72%
2012 12.96% -4.73% 6.12% 1.10%
2011 5.07% 0.18% -15.81% 9.51%
2010 4.42% -10.45% 10.23% 9.55%
2009 -8.44% 16.63% 15.46% 5.47%
2008 -8.04% -0.14% -10.41% -18.68%
2007 2.45% 5.37% 1.30% -2.38%
2006 5.49% -0.97% 3.23% 6.55%
2005 -1.68% 1.82% 4.47% 2.25%
2004 2.38% 1.32% -1.38% 9.47%
2003 -3.55% 14.99% 4.41% 11.08%
2002 2.06% -10.26% -15.81% 5.74%
2001 -10.18% 6.79% -14.99% 11.82%
2000 5.88% -2.82% 3.44% -5.29%
1999 0.95% 7.32% -6.09% 14.01%
1998 11.07% 1.65% -9.92% 19.73%
1997 0.56% 13.41% 9.12% 0.50%

Rank in Category (By Total Return)

YTD 71
1-Month 88
3-Month 58
1-Year 47
3-Year 22
5-Year 13

Load Adjusted Returns

1-Year 8.83%
3-Year 9.01%
5-Year 12.48%
10-Year 8.96%

Performance & Risk

YTD Return 2.14%
5y Average Return 12.90%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category --
Fund Family JPMorgan
Net Assets 5.53B
YTD Return -1.43%
Yield 2.48%
Morningstar Rating
Inception Date Jul 01, 1997

Fund Summary

The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 90% in equity securities and 10% in income securities.

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