Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONECX (JPMORGAN INVESTOR GROWTH & INCOME FUND CLASS C) | 3.97% | 14.20% | 12.66% | 4.49% | 7.28% | 7.06% | 6.19% | … | … |
Data as of 06/05/2026, Common starting date is 07/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONECX (JPMORGAN INVESTOR GROWTH & INCOME FUND CLASS C) | 07/30/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.74 | 14.20 | 12.66 | 4.49 | 7.28 | 7.06 | 6.19 | … | … | 3.97 | 13.33 | 12.10 | 15.23 | -19.90 | 11.43 | 9.72 | 20.01 | -7.08 | 15.93 | 6.89 | -1.68 | 6.39 | 19.53 | 12.73 | -2.04 | 11.08 | 26.85 | -27.99 | 5.59 | 11.88 | 4.18 | 9.40 | 22.70 | -15.26 | -5.46 | 0.51 | 11.00 | 13.56 | -0.26 |
| Sharpe Ratio | NA | 1.66 | 1.07 | 0.21 | 0.45 | NA | NA | … | … | 1.20 | 0.93 | 0.99 | 1.30 | -1.25 | 1.18 | 0.42 | 2.35 | -0.78 | 1.02 | 0.65 | -0.16 | 0.77 | 2.37 | 1.36 | -0.12 | 0.85 | 1.46 | -1.13 | 0.23 | 1.13 | 0.27 | 1.09 | 2.11 | -1.01 | -0.56 | -0.26 | 0.73 | 0.82 | -0.36 |
| Standard Deviation(%) | NA | 8.53 | 9.78 | 11.53 | 12.95 | NA | NA | … | … | 10.23 | 11.31 | 8.55 | 9.00 | 17.17 | 9.63 | 22.60 | 7.88 | 10.90 | 15.00 | 10.30 | 10.65 | 8.28 | 8.23 | 9.38 | 16.93 | 12.88 | 18.32 | 25.62 | 10.74 | 7.49 | 7.15 | 7.72 | 10.44 | 16.32 | 14.26 | 14.54 | 10.42 | 12.26 | 11.83 |
| Draw Down(%) | NA | 6.93 | 11.56 | 22.40 | 25.80 | NA | NA | … | … | 6.93 | 11.41 | 4.89 | 8.64 | 20.86 | 5.29 | 25.80 | 3.98 | 14.88 | 10.11 | 9.27 | 9.56 | 6.35 | 5.52 | 8.10 | 16.18 | 11.32 | 17.95 | 37.48 | 7.03 | 6.75 | 5.90 | 5.83 | 9.12 | 23.88 | 20.29 | 10.18 | 8.63 | 14.87 | 6.62 |
| Yield(%) | 0.00 | 4.32 | 4.18 | 2.72 | 4.53 | 4.65 | 4.36 | … | … | 0.00 | 4.65 | 4.25 | 3.17 | 0.85 | 2.19 | 1.03 | 7.77 | 6.88 | 8.58 | 4.13 | 4.76 | 4.06 | 1.23 | 1.19 | 1.00 | 0.99 | 1.83 | 6.08 | 8.13 | 5.27 | 0.92 | 0.88 | 0.87 | 1.00 | 2.27 | 7.86 | 2.90 | 3.20 | 0.78 |
Data as of 06/05/2026, Common starting date is 07/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONECX (JPMORGAN INVESTOR GROWTH & INCOME FUND CLASS C) |
-9.68%
Feb 2006 – Feb 2009 |
-3.38%
Feb 2004 – Feb 2009 |
-0.32%
Feb 1999 – Feb 2009 |
3.70%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONECX (JPMORGAN INVESTOR GROWTH & INCOME FUND CLASS C) |
18.92%
Feb 2009 – Feb 2012 |
16.09%
Feb 2009 – Feb 2014 |
10.58%
Feb 2009 – Feb 2019 |
8.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart