Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OGVCX (JPMORGAN GOVERNMENT BOND FUND CLASS C) -0.74% 3.51% 2.58% -0.91% 0.29% 0.93% 2.13%
Data as of 06/03/2026, Common starting date is 03/30/1999
More Performance Analytics Comparison
Name Start Date End Date
OGVCX (JPMORGAN GOVERNMENT BOND 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 3.51 2.58 -0.91 0.29 0.93 2.13 -0.74 6.19 0.60 3.50 -12.55 -2.98 5.83 5.76 -0.04 1.45 0.48 0.04 4.47 -4.51 2.47 9.55 5.77 1.18 8.15 6.52 2.44 2.35 3.85 1.53 10.43 6.20 10.92 -1.53
Sharpe Ratio NA 0.28 -0.08 -0.61 -0.27 NA NA -0.91 0.77 -0.58 -0.02 -2.04 -0.94 1.38 1.23 -0.51 0.29 0.08 0.00 1.50 -1.20 0.72 1.85 1.18 0.19 0.98 0.76 -0.28 0.02 0.62 0.17 1.88 0.69 1.65 -1.05
Standard Deviation(%) NA 3.77 5.13 5.58 4.58 NA NA 3.92 4.32 5.21 7.06 6.87 3.19 4.03 3.49 2.78 2.78 3.38 3.92 2.97 3.77 3.41 5.15 4.79 5.60 7.33 4.46 3.44 3.69 4.62 4.82 4.94 5.50 4.05 5.18
Draw Down(%) NA 3.16 6.24 18.00 19.75 NA NA 3.16 2.54 4.20 7.69 15.29 3.47 4.05 2.10 2.95 1.79 4.98 2.89 1.37 6.01 1.99 2.71 4.58 3.78 4.48 2.83 3.00 2.88 5.04 5.68 2.63 5.19 3.20 4.18
Yield(%) 0.00 2.45 2.20 1.55 1.44 1.81 2.41 0.92 2.51 2.07 1.84 1.05 0.58 0.87 1.55 1.56 1.54 1.74 2.81 3.71 2.19 1.86 3.13 2.71 3.14 3.65 4.06 3.72 3.77 3.89 3.90 4.76 5.14 5.44 3.88
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
OGVCX (JPMORGAN GOVERNMENT BOND FUND CLASS C) -6.38%
Oct 2020 – Oct 2023
-2.07%
Jul 2020 – Jul 2025
-0.57%
Oct 2012 – Oct 2022
0.91%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OGVCX (JPMORGAN GOVERNMENT BOND FUND CLASS C) 9.86%
May 2000 – May 2003
6.79%
May 2000 – May 2005
5.59%
May 2000 – May 2010
4.87%
Jan 2000 – Jan 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return