Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OICAX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS A) | 5.76% | 8.45% | 6.67% | 4.30% | 4.68% | 5.07% | 4.84% | 5.17% |
Data as of 07/25/2025, AR inception is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OICAX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS A) | 01/30/1997 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 8.45 | 6.67 | 4.30 | 4.68 | 5.07 | 4.84 | 5.17 | 5.76 | 7.01 | 9.85 | -12.54 | 6.30 | 10.69 | 12.75 | -2.96 | 8.94 | 5.12 | -0.92 | 5.00 | 8.84 | 8.68 | 1.26 | 8.17 | 18.27 | -12.28 | 5.19 | 7.53 | 3.35 | 5.98 | 11.90 | -3.20 | 1.57 | 5.12 | 4.26 | 11.36 | 9.97 |
| Sharpe Ratio | NA | 0.89 | 0.51 | 0.35 | 0.47 | NA | NA | 0.59 | 1.13 | 0.66 | 1.04 | -1.58 | 1.11 | 1.03 | 3.34 | -0.94 | 0.80 | 1.04 | -0.19 | 1.26 | 2.06 | 2.16 | 0.17 | 1.49 | 2.42 | -1.37 | 0.54 | 1.25 | 0.34 | 1.38 | 2.63 | -0.68 | -0.15 | 0.15 | 0.16 | 1.69 | 1.47 |
| Standard Deviation(%) | NA | 5.94 | 6.47 | 6.49 | 6.91 | NA | NA | 5.99 | 6.59 | 5.13 | 6.01 | 8.90 | 5.65 | 10.06 | 3.38 | 4.67 | 10.37 | 4.72 | 4.96 | 3.95 | 4.28 | 4.03 | 7.19 | 5.44 | 7.49 | 9.62 | 3.78 | 3.30 | 3.21 | 3.61 | 4.25 | 6.43 | 5.96 | 5.78 | 5.72 | 4.66 | 4.89 |
| Draw Down(%) | NA | 4.94 | 8.99 | 16.70 | 16.70 | NA | NA | 18.77 | 4.92 | 2.83 | 6.04 | 16.32 | 3.67 | 14.75 | 1.29 | 6.67 | 7.29 | 3.88 | 4.96 | 3.03 | 3.88 | 3.26 | 6.94 | 4.51 | 7.71 | 18.63 | 2.37 | 2.18 | 2.36 | 3.68 | 2.96 | 8.73 | 6.54 | 3.24 | 3.99 | 4.11 | 3.42 |
| Yield(%) | 0.00 | 4.86 | 4.65 | 4.14 | 4.37 | 4.31 | 4.27 | 4.77 | 1.18 | 5.17 | 3.21 | 4.78 | 3.51 | 4.08 | 5.05 | 5.46 | 5.39 | 3.29 | 4.02 | 3.71 | 1.81 | 2.12 | 2.25 | 2.27 | 3.40 | 4.06 | 6.29 | 6.19 | 3.93 | 2.90 | 3.18 | 3.00 | 4.48 | 7.01 | 4.78 | 5.61 | 4.39 |
Data as of 07/25/2025, AR inception is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OICAX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS A) |
-2.18%
Feb 2006 - Feb 2009 |
0.38%
Feb 2004 - Feb 2009 |
2.38%
Feb 1999 - Feb 2009 |
3.78%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OICAX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS A) |
12.47%
Feb 2009 - Feb 2012 |
10.15%
Feb 2009 - Feb 2014 |
6.83%
Feb 2009 - Feb 2019 |
5.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart