Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGIGX (JPMorgan Investor Growth B) | NA | NA | NA | NA | NA | NA | NA | … | … |
Data as of 10/03/1997, Common starting date is 10/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGIGX (JPMorgan Investor Growth B) | 10/03/1997 | 10/03/1997 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | NA | NA | NA | NA | NA | … | … | 3.90 | 8.44 | 26.78 | 14.58 | -3.70 | 11.94 | 28.94 | -33.62 | 5.86 | 13.99 | 5.37 | 10.93 | 27.38 | -20.07 | -8.85 | -0.13 | 14.79 | 20.50 | 0.00 |
| Sharpe Ratio | NA | 0.66 | 1.47 | 0.88 | 0.33 | NA | NA | … | … | 0.76 | 0.76 | 2.49 | 1.15 | -0.17 | 0.71 | 1.22 | -1.03 | 0.20 | 1.13 | 0.35 | 0.82 | 1.97 | -0.99 | -0.61 | -0.22 | 0.87 | 1.08 | -0.47 |
| Standard Deviation(%) | NA | 11.01 | 11.05 | 14.40 | 18.04 | NA | NA | … | … | 10.77 | 11.01 | 10.74 | 12.75 | 21.77 | 16.79 | 23.63 | 33.55 | 14.13 | 9.53 | 9.06 | 12.14 | 13.52 | 21.36 | 18.66 | 18.72 | 13.27 | 15.90 | 0.00 |
| Draw Down(%) | NA | 8.11 | 8.11 | 20.77 | 49.67 | NA | NA | … | … | 3.15 | 8.11 | 6.40 | 10.91 | 20.77 | 14.48 | 22.50 | 44.39 | 9.25 | 8.80 | 7.10 | 7.19 | 12.02 | 30.10 | 26.26 | 13.29 | 10.79 | 19.22 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.00 |
Data as of 10/03/1997, Common starting date is 10/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGIGX (JPMorgan Investor Growth B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGIGX (JPMorgan Investor Growth B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart