Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLGAX (JPMORGAN LARGE CAP GROWTH FUND CLASS A) | 6.98% | 20.37% | 22.78% | 9.27% | 16.83% | 14.71% | 12.68% | … | … |
Data as of 06/03/2026, Common starting date is 04/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLGAX (JPMORGAN LARGE CAP GROWTH FUND CLASS A) | 04/28/1994 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 20.37 | 22.78 | 9.27 | 16.83 | 14.71 | 12.68 | … | … | 6.98 | 2.39 | 33.51 | 34.28 | -27.73 | 2.37 | 47.55 | 38.81 | 0.24 | 38.84 | -2.19 | 7.33 | 10.62 | 32.53 | 11.86 | 2.72 | 22.31 | 34.51 | -39.72 | 23.40 | 5.93 | 4.72 | 6.68 | 27.06 | -28.22 | -20.57 | -24.20 | 27.73 | 43.79 | 32.32 | 16.87 | 25.02 | 6.05 |
| Sharpe Ratio | NA | 1.21 | 1.06 | 0.30 | 0.68 | NA | NA | … | … | 0.90 | -0.02 | 1.61 | 1.84 | -1.13 | 0.09 | 1.26 | 2.19 | -0.05 | 3.78 | -0.16 | 0.41 | 0.67 | 2.47 | 0.78 | 0.11 | 1.16 | 1.42 | -1.10 | 1.08 | 0.19 | 0.23 | 0.49 | 1.57 | -1.09 | -0.79 | -0.93 | 1.12 | 1.76 | 1.44 | 1.18 | 2.90 | 0.66 |
| Standard Deviation(%) | NA | 15.63 | 19.01 | 21.49 | 22.35 | NA | NA | … | … | 16.56 | 25.08 | 18.54 | 16.78 | 25.97 | 25.44 | 37.49 | 17.03 | 23.58 | 10.14 | 15.21 | 17.61 | 15.78 | 13.16 | 15.32 | 23.82 | 19.08 | 24.24 | 36.79 | 18.86 | 13.27 | 10.91 | 11.62 | 16.77 | 27.02 | 29.60 | 30.55 | 21.68 | 22.89 | 19.75 | 11.10 | 7.26 | 8.62 |
| Draw Down(%) | NA | 16.92 | 21.55 | 40.36 | 40.36 | NA | NA | … | … | 12.66 | 21.55 | 13.21 | 11.82 | 29.62 | 19.75 | 31.87 | 8.14 | 25.49 | 3.41 | 16.49 | 13.64 | 11.05 | 7.61 | 11.50 | 17.26 | 13.57 | 19.40 | 47.61 | 10.94 | 11.39 | 9.06 | 9.75 | 11.94 | 35.44 | 39.71 | 31.97 | 11.22 | 18.67 | 11.28 | 7.53 | 4.01 | 5.34 |
| Yield(%) | 0.00 | 11.92 | 6.57 | 3.33 | 8.81 | 9.80 | 10.20 | … | … | 0.00 | 12.03 | 1.39 | 0.00 | 0.07 | 0.00 | 0.00 | 15.95 | 13.85 | 18.49 | 9.08 | 4.64 | 1.97 | 0.00 | 0.38 | 0.00 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 0.00 | 0.43 | 0.00 | 3.30 | 13.82 | 12.49 | 17.85 | 6.16 | 1.42 | 1.06 |
Data as of 06/03/2026, Common starting date is 04/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLGAX (JPMORGAN LARGE CAP GROWTH FUND CLASS A) |
-25.47%
Mar 2000 – Mar 2003 |
-11.94%
Mar 2000 – Mar 2005 |
-6.11%
Feb 1999 – Feb 2009 |
1.97%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLGAX (JPMORGAN LARGE CAP GROWTH FUND CLASS A) |
35.00%
Mar 1997 – Mar 2000 |
28.84%
Dec 1994 – Dec 1999 |
20.33%
Aug 2010 – Aug 2020 |
17.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart