Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGIBX (JPMORGAN EQUITY INCOME FUND CLASS B) | NA | 1.90% | 0.63% | 0.38% | 0.19% | 0.13% | NA | … | … |
Data as of 06/26/2015, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGIBX (JPMORGAN EQUITY INCOME 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 | 1.90 | 0.63 | 0.38 | 0.19 | 0.13 | NA | … | … | -20.76 | 12.91 | 30.67 | 12.57 | 7.29 | 17.83 | 16.55 | -30.36 | 0.59 | 20.05 | 5.20 | 10.33 | 21.61 | -18.94 | -7.69 | 6.08 | -0.61 | 15.84 | 31.17 | 0.00 |
| Sharpe Ratio | NA | -0.59 | -0.24 | -0.16 | -0.10 | NA | NA | … | … | -0.07 | 1.20 | 2.92 | 1.09 | 0.34 | 1.05 | 0.68 | -0.82 | -0.17 | 2.03 | 0.32 | 0.96 | 1.40 | -0.89 | -0.64 | 0.12 | -0.27 | 0.73 | -1.50 | 1.28 |
| Standard Deviation(%) | NA | 37.99 | 37.99 | 37.99 | 37.99 | NA | NA | … | … | 37.99 | 10.72 | 10.49 | 11.62 | 21.64 | 16.87 | 24.22 | 38.01 | 14.18 | 8.30 | 9.47 | 9.75 | 14.94 | 22.41 | 16.00 | 17.18 | 14.43 | 17.18 | 16.00 | 0.00 |
| Draw Down(%) | NA | 23.48 | 23.48 | 23.48 | 23.48 | NA | NA | … | … | 23.48 | 7.19 | 4.95 | 8.47 | 16.67 | 13.44 | 25.43 | 41.31 | 10.56 | 5.95 | 6.40 | 6.06 | 12.99 | 30.32 | 19.60 | 15.56 | 13.03 | 16.46 | 8.98 | 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 |
|---|---|---|---|---|
| OGIBX (JPMORGAN EQUITY INCOME 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 |
|---|---|---|---|---|
| OGIBX (JPMORGAN EQUITY INCOME FUND CLASS B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart