Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONGIX (JPMORGAN INVESTOR GROWTH & INCOME FUND CLASS A) | 5.78% | 16.63% | 13.83% | 5.55% | 8.11% | 7.72% | 6.88% | … | … |
Data as of 06/03/2026, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONGIX (JPMORGAN INVESTOR GROWTH & INCOME 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 (%) | 0.27 | 16.63 | 13.83 | 5.55 | 8.11 | 7.72 | 6.88 | … | … | 5.78 | 13.92 | 11.36 | 17.26 | -19.35 | 12.07 | 10.58 | 20.60 | -6.53 | 16.67 | 7.44 | -1.12 | 6.90 | 20.12 | 13.35 | -1.50 | 11.60 | 27.67 | -27.57 | 6.23 | 12.53 | 4.57 | 10.31 | 23.51 | -14.24 | -4.55 | 1.23 | 11.60 | 18.95 | 18.56 |
| Sharpe Ratio | NA | 1.71 | 1.12 | 0.26 | 0.50 | NA | NA | … | … | 1.23 | 0.98 | 0.89 | 1.52 | -1.22 | 1.19 | 0.46 | 2.41 | -0.73 | 1.07 | 0.70 | -0.11 | 0.82 | 2.42 | 1.43 | -0.09 | 0.89 | 1.50 | -1.11 | 0.29 | 1.21 | 0.32 | 1.21 | 2.20 | -0.94 | -0.50 | -0.21 | 0.78 | 1.31 | 1.63 |
| Standard Deviation(%) | NA | 8.56 | 9.85 | 11.53 | 12.98 | NA | NA | … | … | 10.25 | 11.32 | 8.73 | 9.01 | 17.05 | 10.16 | 22.55 | 7.93 | 10.90 | 14.97 | 10.31 | 10.65 | 8.38 | 8.29 | 9.40 | 16.92 | 12.86 | 18.34 | 25.57 | 10.73 | 7.58 | 7.22 | 7.72 | 10.36 | 16.30 | 14.20 | 14.46 | 10.49 | 11.84 | 10.20 |
| Draw Down(%) | NA | 6.85 | 11.43 | 21.91 | 25.83 | NA | NA | … | … | 6.85 | 11.36 | 4.84 | 8.51 | 20.47 | 5.24 | 25.83 | 3.97 | 14.48 | 10.11 | 9.29 | 9.45 | 6.32 | 5.53 | 8.01 | 15.94 | 11.21 | 17.91 | 37.10 | 7.05 | 6.71 | 5.88 | 5.73 | 8.99 | 23.08 | 19.97 | 9.94 | 8.58 | 13.85 | 6.56 |
| Yield(%) | 0.00 | 4.51 | 4.53 | 3.09 | 4.99 | 5.16 | 4.88 | … | … | 0.00 | 4.97 | 4.62 | 3.60 | 1.25 | 2.66 | 1.52 | 8.11 | 7.23 | 8.98 | 4.61 | 5.11 | 4.43 | 1.74 | 1.71 | 1.48 | 1.50 | 2.40 | 6.47 | 8.57 | 5.75 | 1.35 | 1.62 | 1.59 | 2.14 | 2.91 | 8.50 | 3.61 | 7.98 | 5.10 |
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 |
|---|---|---|---|---|
| ONGIX (JPMORGAN INVESTOR GROWTH & INCOME FUND CLASS A) |
-9.14%
Feb 2006 – Feb 2009 |
-2.81%
Feb 2004 – Feb 2009 |
0.39%
Feb 1999 – Feb 2009 |
4.35%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONGIX (JPMORGAN INVESTOR GROWTH & INCOME FUND CLASS A) |
19.58%
Feb 2009 – Feb 2012 |
16.71%
Feb 2009 – Feb 2014 |
11.18%
Feb 2009 – Feb 2019 |
9.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart