Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGGCX (JPMORGAN INVESTOR GROWTH FUND CLASS C) | 8.14% | 20.55% | 16.35% | 6.24% | 9.29% | 8.93% | 7.35% | … | … |
Data as of 06/04/2026, Common starting date is 07/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGGCX (JPMORGAN INVESTOR GROWTH 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 (%) | 0.37 | 20.55 | 16.35 | 6.24 | 9.29 | 8.93 | 7.35 | … | … | 8.14 | 15.93 | 14.45 | 18.29 | -22.49 | 15.01 | 11.83 | 24.24 | -9.45 | 20.47 | 8.08 | -1.99 | 8.49 | 26.73 | 14.61 | -3.74 | 11.99 | 28.90 | -33.63 | 5.91 | 13.97 | 5.37 | 10.92 | 27.41 | -20.05 | -8.87 | -0.23 | 14.87 | 14.46 | -0.87 |
| Sharpe Ratio | NA | 1.67 | 1.07 | 0.25 | 0.47 | NA | NA | … | … | 1.33 | 0.89 | 1.00 | 1.32 | -1.10 | 1.21 | 0.39 | 2.16 | -0.76 | 1.28 | 0.59 | -0.15 | 0.78 | 2.51 | 1.15 | -0.17 | 0.71 | 1.22 | -1.03 | 0.20 | 1.10 | 0.34 | 0.82 | 1.98 | -1.00 | -0.62 | -0.24 | 0.85 | 0.66 | -0.37 |
| Standard Deviation(%) | NA | 11.04 | 12.50 | 14.73 | 16.37 | NA | NA | … | … | 13.24 | 14.75 | 10.84 | 11.21 | 21.84 | 12.38 | 29.57 | 10.56 | 14.33 | 15.53 | 13.40 | 13.72 | 10.93 | 10.62 | 12.72 | 22.69 | 16.76 | 23.62 | 33.61 | 14.14 | 9.59 | 9.09 | 12.09 | 13.47 | 21.30 | 18.62 | 18.76 | 13.47 | 16.59 | 15.42 |
| Draw Down(%) | NA | 8.76 | 14.84 | 25.34 | 31.41 | NA | NA | … | … | 8.76 | 14.84 | 6.99 | 10.19 | 23.78 | 6.43 | 31.41 | 5.62 | 19.30 | 10.19 | 11.79 | 12.12 | 8.10 | 6.46 | 10.95 | 20.77 | 14.49 | 22.44 | 44.43 | 9.26 | 8.78 | 7.04 | 7.20 | 11.98 | 30.19 | 26.27 | 13.32 | 10.76 | 20.22 | 8.70 |
| Yield(%) | 0.00 | 3.72 | 3.89 | 2.62 | 5.07 | 5.51 | 4.76 | … | … | 0.00 | 3.87 | 3.49 | 3.71 | 0.73 | 3.01 | 0.91 | 9.60 | 7.20 | 9.98 | 5.76 | 6.07 | 3.70 | 1.15 | 0.70 | 0.41 | 0.28 | 0.94 | 6.20 | 8.37 | 5.00 | 0.29 | 0.33 | 0.00 | 0.03 | 1.65 | 9.30 | 2.98 | 2.78 | 0.21 |
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 |
|---|---|---|---|---|
| OGGCX (JPMORGAN INVESTOR GROWTH FUND CLASS C) |
-12.85%
Feb 2006 – Feb 2009 |
-4.88%
Feb 2004 – Feb 2009 |
-1.32%
Feb 1999 – Feb 2009 |
3.56%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGGCX (JPMORGAN INVESTOR GROWTH FUND CLASS C) |
21.48%
Feb 2009 – Feb 2012 |
19.00%
Feb 2009 – Feb 2014 |
12.62%
Feb 2009 – Feb 2019 |
10.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart