Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OICGX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS B) | NA | NA | NA | NA | NA | NA | NA | … | … |
Data as of 01/09/1998, Common starting date is 01/09/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OICGX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS B) | 01/09/1998 | 01/09/1998 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | NA | NA | NA | NA | NA | … | … | 1.35 | 4.53 | 8.22 | 8.16 | 0.60 | 7.71 | 17.57 | -12.77 | 4.56 | 6.95 | 2.66 | 5.19 | 11.18 | -3.24 | 0.80 | 4.34 | 3.41 | 0.00 |
| Sharpe Ratio | NA | 0.56 | 1.53 | 1.17 | 0.66 | NA | NA | … | … | 0.67 | 1.14 | 1.88 | 2.01 | 0.08 | 1.41 | 2.33 | -1.44 | 0.41 | 1.10 | 0.15 | 1.16 | 2.39 | -0.67 | -0.26 | 0.05 | 0.03 | 1.68 |
| Standard Deviation(%) | NA | 4.20 | 4.10 | 4.94 | 5.65 | NA | NA | … | … | 4.19 | 3.97 | 4.36 | 4.07 | 7.21 | 5.41 | 7.51 | 9.51 | 3.73 | 3.34 | 3.23 | 3.66 | 4.39 | 6.50 | 6.02 | 5.72 | 5.71 | 0.00 |
| Draw Down(%) | NA | 3.16 | 3.92 | 6.99 | 19.28 | NA | NA | … | … | 1.52 | 3.16 | 3.92 | 3.33 | 6.99 | 4.60 | 7.72 | 18.94 | 2.34 | 2.23 | 2.41 | 3.80 | 3.09 | 8.49 | 6.77 | 3.30 | 4.17 | 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 | 0.00 |
Data as of 01/09/1998, Common starting date is 01/09/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OICGX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS 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 |
|---|---|---|---|---|
| OICGX (JPMORGAN INVESTOR CONSERVATIVE GROWTH FUND CLASS B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart