Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGEIX (JPMORGAN EQUITY INDEX FUND CLASS B) | NA | 4.69% | 1.54% | 0.92% | 0.46% | 0.31% | NA | … | … |
Data as of 06/26/2015, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGEIX (JPMORGAN EQUITY INDEX FUND CLASS B) | 06/21/1996 | 06/26/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.69 | 1.54 | 0.92 | 0.46 | 0.31 | NA | … | … | 152.95 | 12.26 | 30.76 | 14.63 | 0.74 | 13.69 | 25.20 | -37.71 | 4.24 | 14.44 | 3.68 | 9.40 | 26.90 | -23.04 | -13.05 | -10.20 | 19.39 | 26.87 | 31.71 | 0.00 |
| Sharpe Ratio | NA | 1.18 | 0.27 | 0.15 | 0.06 | NA | NA | … | … | 0.03 | 1.08 | 2.81 | 1.16 | 0.03 | 0.75 | 0.92 | -0.94 | 0.08 | 1.12 | 0.15 | 0.76 | 1.54 | -0.93 | -0.72 | -0.64 | 0.90 | 1.16 | -1.30 | 1.68 |
| Standard Deviation(%) | NA | 127.79 | 127.79 | 127.79 | 127.79 | NA | NA | … | … | 127.79 | 11.39 | 10.95 | 12.69 | 23.47 | 18.16 | 27.17 | 40.96 | 16.03 | 10.02 | 10.27 | 11.07 | 17.02 | 25.97 | 21.62 | 22.16 | 18.00 | 20.32 | 18.03 | 0.00 |
| Draw Down(%) | NA | 3.61 | 3.61 | 3.61 | 3.61 | NA | NA | … | … | 3.61 | 7.34 | 5.66 | 9.78 | 19.04 | 15.83 | 27.21 | 48.18 | 10.02 | 7.55 | 7.16 | 7.97 | 13.92 | 33.59 | 29.68 | 17.26 | 12.10 | 19.33 | 10.75 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/26/2015, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGEIX (JPMORGAN EQUITY INDEX FUND CLASS B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGEIX (JPMORGAN EQUITY INDEX FUND CLASS B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart