Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONGAX (JPMORGAN INVESTOR GROWTH FUND CLASS A) | 7.87% | 20.91% | 16.78% | 7.05% | 10.05% | 9.52% | 7.99% | … | … |
Data as of 06/03/2026, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONGAX (JPMORGAN INVESTOR GROWTH FUND CLASS A) | 01/30/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 20.91 | 16.78 | 7.05 | 10.05 | 9.52 | 7.99 | … | … | 7.87 | 16.59 | 13.64 | 20.42 | -21.51 | 15.82 | 13.04 | 24.95 | -8.95 | 21.12 | 8.70 | -1.49 | 8.99 | 27.45 | 15.21 | -3.15 | 12.58 | 29.69 | -33.20 | 6.45 | 14.59 | 5.94 | 11.71 | 28.31 | -19.62 | -7.97 | 0.59 | 15.74 | 21.50 | 19.95 |
| Sharpe Ratio | NA | 1.73 | 1.11 | 0.31 | 0.52 | NA | NA | … | … | 1.37 | 0.93 | 0.91 | 1.51 | -1.07 | 1.24 | 0.43 | 2.22 | -0.72 | 1.33 | 0.64 | -0.11 | 0.82 | 2.57 | 1.20 | -0.14 | 0.75 | 1.25 | -1.02 | 0.23 | 1.17 | 0.40 | 0.88 | 2.04 | -0.97 | -0.57 | -0.19 | 0.93 | 1.13 | 1.41 |
| Standard Deviation(%) | NA | 11.03 | 12.56 | 14.64 | 16.33 | NA | NA | … | … | 13.20 | 14.80 | 11.01 | 11.21 | 21.47 | 12.78 | 29.43 | 10.56 | 14.33 | 15.51 | 13.32 | 13.74 | 10.94 | 10.68 | 12.72 | 22.66 | 16.66 | 23.66 | 33.55 | 14.13 | 9.58 | 9.14 | 12.14 | 13.50 | 21.37 | 18.58 | 18.73 | 13.34 | 15.90 | 12.88 |
| Draw Down(%) | NA | 8.75 | 14.80 | 24.48 | 31.35 | NA | NA | … | … | 8.75 | 14.80 | 6.97 | 10.09 | 23.11 | 6.18 | 31.35 | 5.56 | 18.87 | 10.14 | 11.74 | 11.99 | 8.02 | 6.38 | 10.86 | 20.56 | 14.36 | 22.44 | 44.09 | 9.24 | 8.75 | 7.08 | 6.91 | 11.91 | 29.91 | 25.91 | 13.07 | 10.51 | 19.08 | 8.63 |
| Yield(%) | 0.00 | 3.63 | 3.93 | 2.74 | 5.22 | 5.72 | 5.08 | … | … | 0.00 | 3.86 | 3.58 | 3.80 | 0.95 | 2.95 | 1.20 | 9.28 | 6.98 | 9.70 | 5.87 | 6.05 | 3.81 | 1.48 | 1.21 | 0.79 | 0.57 | 1.35 | 6.50 | 8.71 | 5.39 | 0.68 | 0.50 | 0.28 | 0.31 | 1.96 | 9.90 | 3.49 | 9.03 | 4.64 |
Data as of 06/03/2026, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONGAX (JPMORGAN INVESTOR GROWTH FUND CLASS A) |
-12.33%
Feb 2006 – Feb 2009 |
-4.30%
Feb 2004 – Feb 2009 |
-0.64%
Feb 1999 – Feb 2009 |
4.19%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONGAX (JPMORGAN INVESTOR GROWTH FUND CLASS A) |
22.65%
Mar 1997 – Mar 2000 |
19.65%
Feb 2009 – Feb 2014 |
13.23%
Feb 2009 – Feb 2019 |
11.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart