Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONIFX (JPMORGAN INVESTOR GROWTH FUND SELECT CLASS) | 5.56% | 18.41% | 16.18% | 6.70% | 10.05% | 9.73% | 8.16% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONIFX (JPMORGAN INVESTOR GROWTH FUND SELECT CLASS) | 12/30/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.23 | 18.41 | 16.18 | 6.70 | 10.05 | 9.73 | 8.16 | … | … | 5.56 | 16.84 | 15.33 | 19.22 | -21.19 | 16.17 | 13.47 | 25.27 | -8.68 | 21.38 | 8.97 | -1.19 | 9.27 | 27.81 | 15.47 | -2.94 | 12.93 | 30.05 | -33.10 | 6.76 | 14.92 | 6.06 | 11.99 | 28.64 | -19.39 | -7.77 | 0.82 | 16.01 | 21.87 | 24.96 | -0.88 |
| Sharpe Ratio | NA | 1.74 | 1.14 | 0.33 | 0.54 | NA | NA | … | … | 1.38 | 0.95 | 1.08 | 1.41 | -1.06 | 1.31 | 0.45 | 2.26 | -0.70 | 1.34 | 0.65 | -0.09 | 0.85 | 2.60 | 1.22 | -0.13 | 0.77 | 1.26 | -1.01 | 0.26 | 1.21 | 0.42 | 0.91 | 2.08 | -0.97 | -0.56 | -0.18 | 0.94 | 1.16 | 1.68 | NA |
| Standard Deviation(%) | NA | 11.01 | 12.51 | 14.59 | 16.28 | NA | NA | … | … | 13.18 | 14.78 | 10.86 | 11.16 | 21.40 | 12.35 | 29.45 | 10.55 | 14.36 | 15.51 | 13.37 | 13.75 | 10.93 | 10.69 | 12.71 | 22.69 | 16.69 | 23.77 | 33.57 | 14.14 | 9.57 | 9.05 | 12.06 | 13.42 | 21.25 | 18.63 | 18.66 | 13.49 | 15.93 | 12.59 | 0.00 |
| Draw Down(%) | NA | 8.71 | 14.75 | 24.31 | 31.33 | NA | NA | … | … | 8.71 | 14.75 | 6.97 | 10.00 | 22.98 | 6.16 | 31.33 | 5.58 | 18.68 | 10.12 | 11.75 | 11.91 | 8.03 | 6.39 | 10.83 | 20.48 | 14.31 | 22.43 | 44.02 | 9.19 | 8.71 | 7.14 | 6.84 | 11.83 | 29.76 | 25.74 | 13.01 | 10.47 | 19.00 | 8.61 | 0.88 |
| Yield(%) | 0.00 | 3.68 | 4.04 | 2.84 | 5.37 | 6.03 | 5.31 | … | … | 0.00 | 3.98 | 3.71 | 3.92 | 1.10 | 3.11 | 1.39 | 9.32 | 7.08 | 9.79 | 6.02 | 6.23 | 4.01 | 1.73 | 1.45 | 1.01 | 0.82 | 1.53 | 6.64 | 8.87 | 5.59 | 0.85 | 0.57 | 0.41 | 0.40 | 2.09 | 10.08 | 3.73 | 9.25 | 5.09 | 0.12 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| ONIFX (JPMORGAN INVESTOR GROWTH FUND SELECT CLASS) |
-12.10%
Feb 2006 – Feb 2009 |
-4.08%
Feb 2004 – Feb 2009 |
-0.41%
Feb 1999 – Feb 2009 |
4.44%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONIFX (JPMORGAN INVESTOR GROWTH FUND SELECT CLASS) |
22.99%
Mar 1997 – Mar 2000 |
19.95%
Feb 2009 – Feb 2014 |
13.52%
Feb 2009 – Feb 2019 |
11.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart