Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGHCX (JPMORGAN HIGH YIELD FUND CLASS C) | 0.98% | 6.01% | 7.99% | 3.36% | 4.24% | 4.08% | 4.97% | … | … |
Data as of 06/03/2026, Common starting date is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGHCX (JPMORGAN HIGH YIELD FUND CLASS C) | 03/30/1999 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.01 | 7.99 | 3.36 | 4.24 | 4.08 | 4.97 | … | … | 0.98 | 7.42 | 7.90 | 11.02 | -11.16 | 6.15 | 2.06 | 12.67 | -3.73 | 4.97 | 12.92 | -5.31 | 1.90 | 6.19 | 13.78 | 1.72 | 12.89 | 47.08 | -23.15 | 1.25 | 11.81 | 2.07 | 10.15 | 24.97 | -1.94 | 4.42 | -4.39 | -0.48 |
| Sharpe Ratio | NA | 1.49 | 1.53 | 0.20 | 0.47 | NA | NA | … | … | 0.11 | 1.46 | 1.46 | 1.43 | -1.64 | 2.57 | 0.14 | 3.49 | -1.48 | 1.76 | 2.44 | -1.27 | 0.56 | 2.01 | 4.85 | 0.31 | 3.23 | 8.81 | -2.99 | -0.58 | 4.89 | -0.07 | 3.73 | 8.40 | -0.76 | 0.50 | -2.36 | -1.44 |
| Standard Deviation(%) | NA | 2.35 | 3.40 | 4.74 | 5.58 | NA | NA | … | … | 2.82 | 3.12 | 2.92 | 5.19 | 7.68 | 2.39 | 12.59 | 3.21 | 3.46 | 2.46 | 5.20 | 4.19 | 3.36 | 3.06 | 2.85 | 5.38 | 3.97 | 5.33 | 8.04 | 3.31 | 1.72 | 2.80 | 2.46 | 2.89 | 4.04 | 3.97 | 3.65 | 2.81 |
| Draw Down(%) | NA | 1.62 | 3.53 | 14.25 | 23.31 | NA | NA | … | … | 1.62 | 3.53 | 1.72 | 4.27 | 14.14 | 1.73 | 23.31 | 1.66 | 6.19 | 2.14 | 5.02 | 9.90 | 5.59 | 5.07 | 3.08 | 10.65 | 5.44 | 6.00 | 28.06 | 5.35 | 1.35 | 5.57 | 3.73 | 3.51 | 10.61 | 6.67 | 5.71 | 4.93 |
| Yield(%) | 0.00 | 5.13 | 6.09 | 4.87 | 4.89 | 4.93 | 5.42 | … | … | 1.74 | 5.81 | 6.58 | 6.01 | 4.44 | 4.09 | 3.83 | 5.37 | 4.94 | 4.96 | 5.14 | 4.87 | 6.82 | 7.99 | 6.71 | 8.22 | 7.24 | 9.14 | 6.44 | 7.69 | 7.21 | 6.74 | 6.63 | 8.00 | 7.71 | 8.83 | 8.56 | 6.09 |
Data as of 06/03/2026, Common starting date is 03/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGHCX (JPMORGAN HIGH YIELD FUND CLASS C) |
-5.40%
Nov 2005 – Nov 2008 |
-0.65%
Nov 2003 – Nov 2008 |
2.17%
Oct 2013 – Oct 2023 |
3.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGHCX (JPMORGAN HIGH YIELD FUND CLASS C) |
19.63%
Feb 2009 – Feb 2012 |
16.03%
Nov 2008 – Nov 2013 |
9.27%
Oct 2002 – Oct 2012 |
7.63%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart