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JPMorgan Investor Conservative Growth Fund Class C OCGCX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | OCGCX | Replication |
|---|---|---|
| Annualized growth | 2.7% | 3.8% |
| Annualized volatility | 6.5% | 5.8% |
| Sharpe ratio | 0.44 | 0.67 |
| Maximum drawdown | 17.1% | 14.2% |
| Replication fit (R²) | 0.73 · Tracking error 3.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model OCGCX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPHY | FI · High Yield | 100.0% |