Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGBCX (JPMORGAN INVESTOR BALANCED FUND CLASS C) | 4.49% | 13.14% | 11.14% | 3.68% | 5.88% | 5.74% | 5.41% | … | … |
Data as of 06/04/2026, Common starting date is 07/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGBCX (JPMORGAN INVESTOR BALANCED FUND CLASS C) | 07/30/1997 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 13.14 | 11.14 | 3.68 | 5.88 | 5.74 | 5.41 | … | … | 4.49 | 11.85 | 9.76 | 12.87 | -18.32 | 8.14 | 8.48 | 16.30 | -5.54 | 12.35 | 5.93 | -1.59 | 5.79 | 14.04 | 10.56 | -0.77 | 9.41 | 22.47 | -20.08 | 5.27 | 9.56 | 3.40 | 7.56 | 17.62 | -9.52 | -1.79 | 1.60 | 7.52 | 11.94 | 0.06 |
| Sharpe Ratio | NA | 1.62 | 1.04 | 0.13 | 0.45 | NA | NA | … | … | 1.01 | 1.03 | 0.89 | 1.24 | -1.42 | 1.10 | 0.48 | 2.57 | -0.87 | 3.13 | 0.74 | -0.20 | 0.92 | 2.21 | 1.57 | -0.07 | 1.02 | 1.78 | -1.25 | 0.30 | 1.16 | 0.22 | 1.17 | 2.32 | -0.95 | -0.38 | -0.25 | 0.50 | 1.00 | -0.41 |
| Standard Deviation(%) | NA | 6.80 | 7.85 | 9.29 | 9.41 | NA | NA | … | … | 8.31 | 8.74 | 6.92 | 7.50 | 14.00 | 7.37 | 16.92 | 5.77 | 8.02 | 3.75 | 7.72 | 7.95 | 6.27 | 6.33 | 6.74 | 12.18 | 9.10 | 12.56 | 16.79 | 7.06 | 5.34 | 5.12 | 5.61 | 7.29 | 11.18 | 11.37 | 10.40 | 8.28 | 8.44 | 8.54 |
| Draw Down(%) | NA | 5.70 | 8.89 | 20.74 | 21.13 | NA | NA | … | … | 5.70 | 8.60 | 3.64 | 7.52 | 19.05 | 4.56 | 21.13 | 2.80 | 11.42 | 1.10 | 6.81 | 7.42 | 4.79 | 4.88 | 5.80 | 11.98 | 8.05 | 12.77 | 27.95 | 4.68 | 4.61 | 4.19 | 5.01 | 5.63 | 16.37 | 13.97 | 6.97 | 6.59 | 9.80 | 4.54 |
| Yield(%) | 0.00 | 5.33 | 4.96 | 3.13 | 4.23 | 4.17 | 4.14 | … | … | 0.00 | 5.84 | 5.61 | 3.17 | 1.04 | 2.03 | 1.30 | 6.66 | 6.26 | 6.59 | 3.15 | 4.20 | 3.43 | 1.71 | 1.47 | 1.47 | 1.55 | 2.45 | 4.83 | 6.60 | 5.30 | 2.64 | 1.70 | 2.15 | 2.05 | 2.89 | 7.32 | 3.11 | 3.68 | 1.31 |
Data as of 06/04/2026, Common starting date is 07/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGBCX (JPMORGAN INVESTOR BALANCED FUND CLASS C) |
-5.82%
Feb 2006 – Feb 2009 |
-1.51%
Feb 2004 – Feb 2009 |
0.97%
Feb 1999 – Feb 2009 |
3.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGBCX (JPMORGAN INVESTOR BALANCED FUND CLASS C) |
15.35%
Feb 2009 – Feb 2012 |
12.88%
Feb 2009 – Feb 2014 |
8.52%
Feb 2009 – Feb 2019 |
6.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart