Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONCFX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND SELECT CLASS) | 3.23% | 10.25% | 8.99% | 2.89% | 4.87% | 4.85% | 4.99% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONCFX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND SELECT CLASS) | 12/30/1996 | 06/04/2026 |
| 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 (%) | -0.07 | 10.25 | 8.99 | 2.89 | 4.87 | 4.85 | 4.99 | … | … | 3.23 | 10.66 | 7.20 | 10.23 | -15.33 | 5.14 | 8.89 | 13.04 | -2.79 | 9.34 | 5.34 | -0.73 | 5.36 | 9.05 | 8.98 | 1.50 | 8.47 | 18.49 | -12.03 | 5.44 | 7.76 | 3.58 | 6.23 | 12.24 | -2.67 | 1.90 | 5.36 | 4.50 | 11.29 | 11.45 | -0.52 |
| Sharpe Ratio | NA | 1.67 | 1.06 | 0.07 | 0.47 | NA | NA | … | … | 0.89 | 1.40 | 0.70 | 1.11 | -1.70 | 1.07 | 0.85 | 3.43 | -0.89 | 0.84 | 1.09 | -0.15 | 1.35 | 2.12 | 2.20 | 0.20 | 1.56 | 2.45 | -1.36 | 0.61 | 1.31 | 0.41 | 1.45 | 2.65 | -0.58 | -0.09 | 0.20 | 0.20 | 1.61 | 1.59 | NA |
| Standard Deviation(%) | NA | 4.86 | 5.63 | 6.59 | 6.94 | NA | NA | … | … | 6.08 | 5.56 | 5.13 | 5.98 | 9.87 | 4.77 | 10.12 | 3.37 | 4.72 | 10.32 | 4.70 | 4.99 | 3.96 | 4.25 | 4.09 | 7.21 | 5.37 | 7.51 | 9.51 | 3.76 | 3.32 | 3.25 | 3.61 | 4.35 | 6.53 | 6.00 | 5.84 | 5.73 | 4.87 | 4.87 | 0.00 |
| Draw Down(%) | NA | 4.24 | 6.02 | 17.62 | 17.62 | NA | NA | … | … | 4.24 | 4.87 | 2.79 | 6.02 | 16.14 | 3.12 | 14.64 | 1.28 | 6.34 | 7.25 | 3.84 | 4.89 | 3.00 | 3.92 | 3.23 | 6.86 | 4.46 | 7.66 | 18.55 | 2.26 | 2.06 | 2.42 | 3.63 | 2.97 | 8.31 | 6.37 | 3.22 | 3.93 | 4.42 | 3.31 | 0.52 |
| Yield(%) | 0.00 | 4.58 | 4.69 | 3.30 | 4.07 | 4.02 | 4.24 | … | … | 1.00 | 4.90 | 5.38 | 3.44 | 1.94 | 2.39 | 2.29 | 5.29 | 5.67 | 5.63 | 3.51 | 4.27 | 3.90 | 2.03 | 2.34 | 2.48 | 2.48 | 3.65 | 4.28 | 6.54 | 6.40 | 4.15 | 3.14 | 3.41 | 3.62 | 4.70 | 7.24 | 5.01 | 5.47 | 4.70 | 0.28 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ONCFX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND SELECT CLASS) |
-2.04%
Oct 2020 – Oct 2023 |
0.60%
Feb 2004 – Feb 2009 |
2.67%
Feb 1999 – Feb 2009 |
3.80%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONCFX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND SELECT CLASS) |
12.77%
Feb 2009 – Feb 2012 |
10.44%
Feb 2009 – Feb 2014 |
7.10%
Feb 2009 – Feb 2019 |
5.87%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart