Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OIBFX (JPMORGAN INVESTOR BALANCED FUND SELECT CLASS) | 5.85% | 8.52% | 8.07% | 4.72% | 5.40% | 6.60% | 5.88% | 6.34% |
Data as of 07/18/2025, AR inception is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIBFX (JPMORGAN INVESTOR BALANCED FUND SELECT CLASS) | 12/30/1996 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 8.52 | 8.07 | 4.72 | 5.40 | 6.60 | 5.88 | 6.34 | 5.85 | 6.04 | 12.51 | -17.58 | 8.96 | 9.50 | 17.17 | -4.73 | 13.28 | 6.78 | -0.79 | 6.51 | 14.98 | 11.31 | 0.06 | 10.28 | 23.38 | -19.36 | 6.15 | 10.46 | 4.08 | 8.62 | 19.11 | -8.94 | -0.56 | 2.77 | 8.62 | 16.24 | 16.93 | -0.59 |
| Sharpe Ratio | NA | 0.58 | 0.49 | 0.29 | 0.41 | NA | NA | 0.50 | 0.76 | -0.07 | 1.11 | -1.37 | 1.21 | 0.54 | 2.72 | -0.75 | 3.35 | 0.85 | -0.10 | 1.04 | 2.31 | 1.70 | 0.00 | 1.12 | 1.86 | -1.20 | 0.45 | 1.35 | 0.37 | 1.37 | 2.49 | -0.90 | -0.29 | -0.13 | 0.65 | 1.60 | 1.81 | NA |
| Standard Deviation(%) | NA | 9.28 | 9.56 | 9.59 | 9.58 | NA | NA | 9.28 | 10.65 | 7.56 | 7.53 | 13.94 | 7.41 | 16.98 | 5.79 | 8.04 | 3.79 | 7.75 | 8.00 | 6.24 | 6.46 | 6.68 | 12.08 | 9.11 | 12.53 | 16.88 | 7.03 | 5.33 | 5.22 | 5.62 | 7.38 | 11.22 | 10.18 | 10.40 | 8.30 | 8.09 | 7.37 | 0.00 |
| Draw Down(%) | NA | 8.60 | 10.84 | 20.17 | 21.08 | NA | NA | 29.44 | 8.45 | 7.09 | 7.30 | 18.57 | 4.46 | 21.08 | 2.74 | 10.74 | 1.08 | 6.71 | 7.13 | 4.79 | 4.81 | 5.58 | 11.64 | 7.93 | 12.63 | 27.66 | 4.63 | 4.48 | 4.32 | 4.83 | 5.31 | 15.91 | 13.46 | 6.69 | 6.39 | 8.82 | 4.56 | 0.59 |
| Yield(%) | 0.00 | 5.36 | 3.65 | 3.06 | 4.44 | 5.04 | 4.77 | 5.72 | 0.54 | 6.30 | 2.72 | 1.68 | 2.77 | 2.05 | 7.37 | 6.96 | 7.36 | 3.96 | 4.92 | 4.10 | 2.45 | 2.25 | 2.18 | 2.28 | 3.27 | 5.53 | 7.37 | 6.10 | 3.24 | 2.66 | 3.28 | 2.90 | 3.82 | 8.29 | 4.08 | 7.53 | 6.01 | 0.21 |
Data as of 07/18/2025, AR inception is 12/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIBFX (JPMORGAN INVESTOR BALANCED FUND SELECT CLASS) |
-5.05%
Feb 2006 - Feb 2009 |
-0.71%
Feb 2004 - Feb 2009 |
1.90%
Feb 1999 - Feb 2009 |
4.55%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIBFX (JPMORGAN INVESTOR BALANCED FUND SELECT CLASS) |
16.30%
Feb 2009 - Feb 2012 |
13.77%
Feb 2009 - Feb 2014 |
9.38%
Feb 2009 - Feb 2019 |
7.72%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart