Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGEAX (JPMORGAN EQUITY INDEX FUND CLASS A) | 8.04% | 25.09% | 21.03% | 12.58% | 14.65% | 13.82% | 10.76% | … | … |
Data as of 06/05/2026, Common starting date is 02/27/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGEAX (JPMORGAN EQUITY INDEX FUND CLASS A) | 02/27/1992 | 06/05/2026 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 25.09 | 21.03 | 12.58 | 14.65 | 13.82 | 10.76 | … | … | 8.04 | 17.36 | 24.12 | 26.07 | -18.51 | 26.44 | 17.93 | 30.90 | -4.86 | 22.01 | 11.40 | 0.58 | 12.98 | 31.77 | 15.50 | 1.69 | 14.54 | 26.12 | -37.23 | 5.00 | 15.33 | 4.46 | 10.23 | 27.90 | -22.37 | -12.39 | -9.54 | 20.26 | 27.93 | 32.69 | 22.18 | 32.20 | -0.62 | 7.95 | 7.25 |
| Sharpe Ratio | NA | 2.21 | 1.31 | 0.64 | 0.74 | NA | NA | … | … | 1.93 | 0.78 | 1.62 | 1.73 | -0.83 | 1.93 | 0.51 | 2.35 | -0.37 | 3.20 | 0.85 | 0.04 | 1.14 | 2.89 | 1.22 | 0.07 | 0.80 | 0.96 | -0.93 | 0.12 | 1.19 | 0.21 | 0.83 | 1.60 | -0.91 | -0.70 | -0.62 | 0.94 | 1.20 | 1.60 | 1.57 | 3.32 | -0.37 | 0.71 | 0.81 |
| Standard Deviation(%) | NA | 11.90 | 14.82 | 16.92 | 18.14 | NA | NA | … | … | 13.57 | 18.65 | 12.69 | 13.08 | 24.20 | 13.68 | 34.57 | 12.52 | 17.11 | 6.71 | 13.13 | 15.56 | 11.42 | 10.96 | 12.74 | 23.50 | 18.15 | 27.17 | 41.00 | 16.02 | 10.05 | 10.29 | 11.09 | 17.03 | 25.97 | 21.61 | 22.18 | 18.00 | 20.30 | 18.03 | 11.70 | 8.50 | 9.86 | 8.07 | 7.61 |
| Draw Down(%) | NA | 9.11 | 18.80 | 24.77 | 33.75 | NA | NA | … | … | 9.11 | 18.80 | 8.47 | 10.04 | 24.77 | 5.90 | 33.75 | 6.67 | 19.49 | 2.61 | 10.29 | 12.06 | 7.30 | 5.61 | 9.66 | 18.78 | 15.69 | 27.15 | 47.85 | 9.92 | 7.48 | 7.01 | 7.62 | 13.86 | 33.09 | 29.33 | 16.79 | 11.93 | 19.16 | 10.71 | 7.41 | 5.63 | 8.49 | 4.02 | 2.10 |
| Yield(%) | 0.00 | 0.85 | 1.19 | 1.13 | 3.08 | 5.80 | 4.83 | … | … | 0.00 | 1.04 | 1.07 | 1.37 | 0.98 | 1.09 | 1.56 | 2.30 | 1.79 | 3.32 | 11.21 | 16.79 | 9.18 | 8.74 | 2.04 | 1.68 | 1.66 | 2.26 | 1.61 | 1.59 | 1.56 | 1.49 | 1.54 | 1.30 | 1.01 | 0.69 | 0.59 | 2.33 | 5.01 | 4.98 | 2.91 | 2.28 | 2.26 | 2.43 | 1.98 |
Data as of 06/05/2026, Common starting date is 02/27/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGEAX (JPMORGAN EQUITY INDEX FUND CLASS A) |
-16.49%
Mar 2000 – Mar 2003 |
-7.03%
Feb 2004 – Feb 2009 |
-3.89%
Feb 1999 – Feb 2009 |
3.29%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGEAX (JPMORGAN EQUITY INDEX FUND CLASS A) |
30.54%
Mar 1995 – Mar 1998 |
26.95%
Dec 1994 – Dec 1999 |
16.15%
Feb 2009 – Feb 2019 |
15.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart