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JPMorgan Equity Index R6 (OGFAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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76.99
+0.96
(+1.26%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.66%
5-year average return
13.24%
Number of years up
5
Number of years down
2
Best 1-yr total return (30 Apr 2024)
31.42%
Worst 1-yr total return (30 Apr 2024)
N/A
Best 3-yr total return
31.42%
Worst 3-yr total return
7.63%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
OGFAX
Category
YTD
10.54%
14.84%
1-month
3.22%
1.65%
3-month
10.54%
7.55%
1-year
29.82%
40.47%
3-year
11.43%
16.77%
5-year
15.00%
16.15%
10-year
12.87%
13.21%
Last bull market
40.05%
24.09%
Last bear market
-16.11%
-17.61%
Annual total return (%) history
Year
OGFAX
Category
2024
N/A
N/A
2023
26.23%
N/A
2022
-18.17%
N/A
2021
28.65%
N/A
2020
18.42%
15.83%
2019
31.42%
28.78%
2018
-4.46%
-6.27%
2017
21.80%
20.44%
2016
N/A
10.37%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.54%
N/A
N/A
N/A
2023
7.48%
8.73%
-3.28%
11.68%
2022
-4.61%
-16.11%
-4.93%
7.56%
2021
6.18%
8.54%
0.56%
11.02%
2020
-19.58%
20.55%
8.92%
12.14%
2019
13.64%
4.28%
1.69%
9.06%
2018
-0.77%
3.42%
7.71%
-13.56%
2017
6.05%
3.06%
4.49%
6.65%
2016
3.82%
N/A
N/A
N/A
Rank in category (by total return)
YTD
39
1-month
51
3-month
39
1-year
34
3-year
24
5-year
23
Load adjusted returns
1-year
29.82%
3-year
11.43%
5-year
15.00%
10-year
12.87%
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