Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCGCX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS C) | 2.29% | 8.86% | 7.92% | 1.98% | 3.97% | 4.00% | 4.16% | … | … |
Data as of 06/09/2026, Common starting date is 07/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCGCX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS C) | 07/30/1997 | 06/09/2026 |
| 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 (%) | -0.90 | 8.86 | 7.92 | 1.98 | 3.97 | 4.00 | 4.16 | … | … | 2.29 | 9.90 | 6.33 | 9.43 | -16.00 | 4.36 | 8.08 | 12.12 | -3.54 | 8.36 | 4.44 | -1.46 | 4.56 | 8.22 | 8.10 | 0.75 | 7.66 | 17.54 | -12.71 | 4.64 | 6.88 | 2.75 | 5.12 | 11.11 | -3.35 | 0.81 | 4.43 | 3.44 | 9.39 | 0.81 |
| Sharpe Ratio | NA | 1.19 | 0.80 | -0.09 | 0.33 | NA | NA | … | … | 0.35 | 1.25 | 0.53 | 0.96 | -1.78 | 0.91 | 0.77 | 3.19 | -1.06 | 0.75 | 0.89 | -0.30 | 1.15 | 1.90 | 1.97 | 0.10 | 1.42 | 2.33 | -1.44 | 0.40 | 1.06 | 0.15 | 1.13 | 2.41 | -0.69 | -0.28 | 0.04 | 0.01 | 1.25 | -0.34 |
| Standard Deviation(%) | NA | 5.03 | 5.69 | 6.61 | 6.94 | NA | NA | … | … | 6.25 | 5.63 | 5.11 | 6.03 | 9.81 | 4.77 | 10.10 | 3.34 | 4.67 | 10.25 | 4.73 | 4.99 | 3.93 | 4.32 | 4.11 | 7.20 | 5.34 | 7.47 | 9.47 | 3.75 | 3.28 | 3.27 | 3.66 | 4.30 | 6.55 | 5.89 | 5.82 | 5.56 | 4.76 | 5.13 |
| Draw Down(%) | NA | 4.24 | 6.20 | 18.20 | 18.20 | NA | NA | … | … | 4.24 | 5.00 | 2.84 | 6.20 | 16.66 | 3.23 | 14.79 | 1.29 | 7.12 | 7.25 | 3.94 | 5.19 | 3.09 | 3.93 | 3.35 | 7.09 | 4.54 | 7.84 | 18.89 | 2.34 | 2.23 | 2.51 | 3.79 | 3.09 | 8.63 | 6.73 | 3.39 | 4.18 | 4.59 | 2.05 |
| Yield(%) | 0.00 | 4.13 | 4.03 | 2.70 | 3.33 | 3.22 | 3.44 | … | … | 0.96 | 4.18 | 4.68 | 2.69 | 1.29 | 1.66 | 1.53 | 4.50 | 4.92 | 4.82 | 2.70 | 3.50 | 3.26 | 1.27 | 1.62 | 1.75 | 1.78 | 2.82 | 3.55 | 5.77 | 5.66 | 3.35 | 2.16 | 2.44 | 2.87 | 3.75 | 6.27 | 4.08 | 3.66 | 1.83 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| OCGCX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS C) |
-2.80%
Oct 2020 – Oct 2023 |
-0.21%
Feb 2004 – Feb 2009 |
1.76%
Feb 1999 – Feb 2009 |
2.99%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCGCX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS C) |
11.87%
Feb 2009 – Feb 2012 |
9.57%
Feb 2009 – Feb 2014 |
6.26%
Feb 2009 – Feb 2019 |
5.01%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart