Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIBFX (JPMORGAN INVESTOR BALANCED FUND SELECT CLASS) | 3.06% | 12.23% | 11.35% | 4.12% | 6.55% | 6.46% | 6.16% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIBFX (JPMORGAN INVESTOR BALANCED FUND SELECT CLASS) | 12/30/1996 | 06/05/2026 |
| 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | 12.23 | 11.35 | 4.12 | 6.55 | 6.46 | 6.16 | … | … | 3.06 | 12.70 | 10.56 | 13.70 | -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 | 1.75 | 1.15 | 0.21 | 0.54 | NA | NA | … | … | 1.10 | 1.13 | 1.00 | 1.37 | -1.37 | 1.21 | 0.54 | 2.71 | -0.76 | 3.35 | 0.85 | -0.10 | 1.04 | 2.31 | 1.70 | 0.00 | 1.12 | 1.86 | -1.20 | 0.43 | 1.33 | 0.35 | 1.36 | 2.49 | -0.90 | -0.30 | -0.14 | 0.63 | 1.58 | 1.79 | NA |
| Standard Deviation(%) | NA | 6.69 | 7.79 | 9.25 | 9.40 | NA | NA | … | … | 8.07 | 8.72 | 6.92 | 7.42 | 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 | 5.66 | 8.60 | 20.17 | 21.08 | NA | NA | … | … | 5.66 | 8.45 | 3.56 | 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 | 5.76 | 5.60 | 3.72 | 4.96 | 5.01 | 4.97 | … | … | 0.00 | 6.47 | 6.30 | 3.89 | 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 06/05/2026, Common starting date 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 |
7.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart