Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGFAX (JPMORGAN EQUITY INDEX FUND CLASS R6) | 11.05% | 28.19% | 22.56% | 13.90% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGFAX (JPMORGAN EQUITY INDEX FUND CLASS R6) | 09/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 28.19 | 22.56 | 13.90 | NA | NA | NA | … | … | 11.05 | 18.00 | 24.98 | 26.23 | -18.16 | 28.63 | 18.40 | 31.42 | -4.48 | 22.54 | 3.31 |
| Sharpe Ratio | NA | 2.24 | 1.35 | 0.68 | NA | NA | NA | … | … | 1.94 | 0.82 | 1.69 | 1.74 | -0.81 | 2.18 | 0.52 | 2.40 | -0.34 | 3.28 | 0.98 |
| Standard Deviation(%) | NA | 11.91 | 14.81 | 16.88 | NA | NA | NA | … | … | 13.61 | 18.70 | 12.67 | 13.10 | 24.19 | 13.10 | 34.63 | 12.50 | 17.12 | 6.69 | 10.45 |
| Draw Down(%) | NA | 9.15 | 18.75 | 24.53 | NA | NA | NA | … | … | 9.15 | 18.75 | 8.45 | 9.94 | 24.53 | 5.13 | 33.73 | 6.61 | 19.39 | 2.56 | 4.33 |
| Yield(%) | 0.00 | 1.17 | 1.66 | 1.86 | 3.80 | 2.53 | 1.90 | … | … | 0.00 | 1.47 | 1.53 | 1.82 | 1.34 | 3.21 | 1.97 | 2.77 | 2.13 | 3.76 | 9.73 |
Data as of 06/04/2026, Common starting date is 09/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGFAX (JPMORGAN EQUITY INDEX FUND CLASS R6) |
5.27%
Mar 2017 – Mar 2020 |
9.31%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGFAX (JPMORGAN EQUITY INDEX FUND CLASS R6) |
26.02%
Dec 2018 – Dec 2021 |
19.00%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart