Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGIAX (JPMORGAN INVESTOR BALANCED FUND CLASS A) | 4.27% | 13.58% | 11.54% | 4.24% | 6.44% | 6.23% | 5.96% | … | … |
Data as of 06/03/2026, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGIAX (JPMORGAN INVESTOR BALANCED FUND CLASS A) | 01/30/1997 | 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 13.58 | 11.54 | 4.24 | 6.44 | 6.23 | 5.96 | … | … | 4.27 | 12.46 | 9.00 | 14.74 | -17.84 | 8.72 | 9.18 | 16.87 | -4.98 | 13.02 | 6.52 | -1.05 | 6.26 | 14.73 | 11.06 | -0.19 | 9.93 | 23.09 | -19.58 | 5.90 | 10.18 | 3.90 | 8.38 | 18.12 | -9.10 | -0.89 | 2.44 | 8.36 | 15.85 | 12.52 |
| Sharpe Ratio | NA | 1.71 | 1.10 | 0.19 | 0.51 | NA | NA | … | … | 1.07 | 1.10 | 0.76 | 1.48 | -1.38 | 1.07 | 0.53 | 2.66 | -0.80 | 3.25 | 0.82 | -0.13 | 0.99 | 2.30 | 1.65 | -0.02 | 1.09 | 1.83 | -1.21 | 0.39 | 1.28 | 0.32 | 1.31 | 2.40 | -0.92 | -0.30 | -0.17 | 0.61 | 1.53 | 1.31 |
| Standard Deviation(%) | NA | 6.75 | 7.89 | 9.31 | 9.48 | NA | NA | … | … | 8.14 | 8.74 | 7.10 | 7.53 | 13.98 | 8.12 | 16.87 | 5.79 | 8.02 | 3.82 | 7.70 | 7.99 | 6.29 | 6.40 | 6.75 | 12.06 | 9.06 | 12.57 | 16.97 | 7.05 | 5.31 | 5.16 | 5.62 | 7.24 | 11.13 | 11.31 | 10.42 | 8.18 | 8.08 | 7.64 |
| Draw Down(%) | NA | 5.62 | 8.70 | 20.38 | 21.07 | NA | NA | … | … | 5.62 | 8.54 | 3.57 | 7.38 | 18.78 | 4.52 | 21.07 | 2.75 | 10.93 | 1.09 | 6.79 | 7.21 | 4.80 | 4.89 | 5.74 | 11.78 | 7.92 | 12.75 | 27.85 | 4.63 | 4.57 | 4.24 | 4.88 | 5.36 | 16.00 | 13.65 | 6.76 | 6.45 | 8.90 | 4.48 |
| Yield(%) | 0.00 | 5.60 | 5.36 | 3.53 | 4.72 | 4.69 | 4.69 | … | … | 0.00 | 6.23 | 6.04 | 3.63 | 1.46 | 2.52 | 1.81 | 7.15 | 6.72 | 7.10 | 3.70 | 4.66 | 3.85 | 2.19 | 1.99 | 1.94 | 2.04 | 3.00 | 5.31 | 7.12 | 5.84 | 3.06 | 2.43 | 2.49 | 2.66 | 3.57 | 8.04 | 3.85 | 7.27 | 3.45 |
Data as of 06/03/2026, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGIAX (JPMORGAN INVESTOR BALANCED FUND CLASS A) |
-5.29%
Feb 2006 – Feb 2009 |
-0.94%
Feb 2004 – Feb 2009 |
1.60%
Feb 1999 – Feb 2009 |
4.29%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGIAX (JPMORGAN INVESTOR BALANCED FUND CLASS A) |
16.00%
Feb 2009 – Feb 2012 |
13.49%
Feb 2009 – Feb 2014 |
9.11%
Feb 2009 – Feb 2019 |
7.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart