Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEICX (JPMORGAN EQUITY INDEX FUND CLASS C) | 7.99% | 23.20% | 20.15% | 11.98% | 13.94% | 13.08% | 10.08% | … | … |
Data as of 06/09/2026, Common starting date is 11/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEICX (JPMORGAN EQUITY INDEX FUND CLASS C) | 11/26/1997 | 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 (%) | -2.92 | 23.20 | 20.15 | 11.98 | 13.94 | 13.08 | 10.08 | … | … | 7.99 | 16.65 | 23.73 | 24.95 | -19.00 | 25.69 | 17.21 | 30.12 | -5.42 | 21.31 | 10.54 | -0.15 | 12.11 | 30.77 | 14.65 | 0.94 | 13.68 | 25.17 | -37.69 | 4.23 | 14.44 | 3.66 | 9.43 | 26.96 | -23.08 | -13.06 | -10.19 | 19.44 | 22.86 | 1.54 |
| Sharpe Ratio | NA | 1.79 | 1.15 | 0.55 | 0.68 | NA | NA | … | … | 1.22 | 0.74 | 1.59 | 1.64 | -0.85 | 1.93 | 0.49 | 2.29 | -0.40 | 3.10 | 0.79 | -0.01 | 1.06 | 2.81 | 1.16 | 0.04 | 0.75 | 0.92 | -0.94 | 0.07 | 1.10 | 0.14 | 0.76 | 1.54 | -0.93 | -0.73 | -0.65 | 0.89 | 0.93 | 0.89 |
| Standard Deviation(%) | NA | 12.20 | 14.86 | 16.94 | 18.13 | NA | NA | … | … | 13.93 | 18.63 | 12.67 | 13.09 | 24.19 | 13.27 | 34.62 | 12.49 | 17.12 | 6.69 | 13.10 | 15.54 | 11.42 | 10.95 | 12.74 | 23.49 | 18.21 | 27.15 | 40.97 | 16.02 | 10.05 | 10.29 | 11.06 | 17.07 | 25.95 | 21.58 | 22.15 | 17.99 | 20.80 | 15.99 |
| Draw Down(%) | NA | 9.05 | 18.86 | 25.12 | 33.80 | NA | NA | … | … | 9.05 | 18.86 | 8.50 | 10.18 | 25.12 | 5.22 | 33.80 | 6.71 | 19.62 | 2.70 | 10.37 | 12.12 | 7.36 | 5.67 | 9.78 | 19.03 | 15.83 | 27.24 | 48.19 | 9.99 | 7.58 | 7.15 | 7.96 | 13.95 | 33.58 | 29.68 | 17.24 | 12.08 | 20.64 | 5.66 |
| Yield(%) | 0.00 | 0.36 | 0.48 | 0.47 | 2.14 | 4.75 | 3.89 | … | … | 0.00 | 0.38 | 0.37 | 0.70 | 0.46 | 0.41 | 0.97 | 1.63 | 1.30 | 2.67 | 10.55 | 16.17 | 8.51 | 8.00 | 1.29 | 0.98 | 0.90 | 1.49 | 0.96 | 0.84 | 0.78 | 0.74 | 0.76 | 0.53 | 0.23 | 0.04 | 0.00 | 1.74 | 0.45 | 0.10 |
Data as of 06/09/2026, Common starting date is 11/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEICX (JPMORGAN EQUITY INDEX FUND CLASS C) |
-17.15%
Mar 2000 – Mar 2003 |
-7.73%
Feb 2004 – Feb 2009 |
-4.63%
Feb 1999 – Feb 2009 |
2.51%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEICX (JPMORGAN EQUITY INDEX FUND CLASS C) |
24.22%
Dec 2018 – Dec 2021 |
21.57%
Feb 2009 – Feb 2014 |
15.33%
Feb 2009 – Feb 2019 |
14.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart