Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONGFX (JPMORGAN INVESTOR GROWTH & INCOME FUND SELECT CLASS) | 6.18% | 16.92% | 14.21% | 5.70% | 8.34% | 8.04% | 7.14% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONGFX (JPMORGAN INVESTOR GROWTH & INCOME 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 (%) | 0.32 | 16.92 | 14.21 | 5.70 | 8.34 | 8.04 | 7.14 | … | … | 6.18 | 14.18 | 13.01 | 16.11 | -19.26 | 12.30 | 10.76 | 20.93 | -6.32 | 16.89 | 7.75 | -0.85 | 7.19 | 20.45 | 13.57 | -1.19 | 11.85 | 27.99 | -27.39 | 6.49 | 12.77 | 4.89 | 10.50 | 23.96 | -14.63 | -4.27 | 1.55 | 12.06 | 19.11 | 20.89 | -0.73 |
| Sharpe Ratio | NA | 1.75 | 1.15 | 0.28 | 0.52 | NA | NA | … | … | 1.25 | 1.00 | 1.09 | 1.39 | -1.21 | 1.28 | 0.46 | 2.44 | -0.71 | 1.09 | 0.73 | -0.08 | 0.86 | 2.47 | 1.45 | -0.07 | 0.92 | 1.52 | -1.11 | 0.31 | 1.25 | 0.36 | 1.24 | 2.25 | -0.97 | -0.48 | -0.18 | 0.82 | 1.32 | 1.73 | NA |
| Standard Deviation(%) | NA | 8.46 | 9.81 | 11.52 | 12.95 | NA | NA | … | … | 10.12 | 11.35 | 8.59 | 9.01 | 17.14 | 9.58 | 22.59 | 7.98 | 10.90 | 14.98 | 10.29 | 10.66 | 8.32 | 8.27 | 9.40 | 16.84 | 12.83 | 18.31 | 25.54 | 10.68 | 7.54 | 7.20 | 7.70 | 10.35 | 16.28 | 14.26 | 14.48 | 10.56 | 11.85 | 9.93 | 0.00 |
| Draw Down(%) | NA | 6.84 | 11.34 | 21.78 | 25.79 | NA | NA | … | … | 6.84 | 11.32 | 4.85 | 8.47 | 20.35 | 5.15 | 25.79 | 3.98 | 14.26 | 10.09 | 9.23 | 9.33 | 6.28 | 5.47 | 7.96 | 15.86 | 11.19 | 17.82 | 37.02 | 7.05 | 6.70 | 6.00 | 5.64 | 8.88 | 23.39 | 19.82 | 9.91 | 8.51 | 13.77 | 6.53 | 0.73 |
| Yield(%) | 0.00 | 4.81 | 4.89 | 3.35 | 5.31 | 5.59 | 5.21 | … | … | 0.00 | 5.36 | 4.99 | 3.94 | 1.49 | 2.97 | 1.80 | 8.54 | 7.60 | 9.39 | 4.94 | 5.46 | 4.74 | 2.02 | 2.02 | 1.74 | 1.77 | 2.70 | 6.77 | 8.93 | 6.06 | 1.55 | 1.88 | 1.88 | 1.84 | 3.18 | 8.82 | 3.89 | 8.27 | 5.49 | 0.17 |
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 |
|---|---|---|---|---|
| ONGFX (JPMORGAN INVESTOR GROWTH & INCOME FUND SELECT CLASS) |
-8.94%
Feb 2006 – Feb 2009 |
-2.59%
Feb 2004 – Feb 2009 |
0.59%
Feb 1999 – Feb 2009 |
4.58%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONGFX (JPMORGAN INVESTOR GROWTH & INCOME FUND SELECT CLASS) |
19.89%
Feb 2009 – Feb 2012 |
17.03%
Feb 2009 – Feb 2014 |
11.46%
Feb 2009 – Feb 2019 |
9.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart