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JPMorgan Equity Index Fund Class A (OGEAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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50.60-0.24 (-0.47%)
At close: 8:01PM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return8.81%
5-Year Average Return10.96%
Number of Years Up22
Number of Years Down5
Best 1 Yr Total Return (Feb. 3, 2019)31.77%
Worst 1 Yr Total Return (Feb. 3, 2019)-37.22%
Best 3-Yr Total Return31.77%
Worst 3-Yr Total Return-8.74%

Trailing Returns (%) Vs. Benchmarks

ReturnOGEAXCategory
YTD-3.24%-5.48%
1-Month1.95%1.64%
3-Month20.43%19.61%
1-Year7.09%3.74%
3-Year10.25%8.15%
5-Year10.24%8.35%
10-Year13.47%12.22%
Last Bull Market24.79%23.85%
Last Bear Market-16.40%-17.53%

Annual Total Return (%) History

Year
OGEAXCategory
2020
N/AN/A
2019
30.90%28.78%
2018
-4.84%-6.27%
2017
21.27%20.44%
2016
11.46%10.37%
2015
0.93%-1.07%
2014
13.12%10.96%
2013
31.77%31.50%
2012
15.50%14.96%
2011
1.69%-1.27%
2010
14.54%14.01%
2009
26.11%28.17%
2008
-37.22%-37.79%
2007
5.00%6.16%
2006
15.31%14.17%
2005
4.47%5.88%
2004
10.23%10.02%
2003
27.88%27.05%
2002
-22.48%-22.25%
2001
-12.39%-13.50%
2000
-9.53%-6.31%
1999
20.26%20.16%
1998
27.93%22.39%
1997
32.68%28.37%
1996
22.20%20.76%
1995
36.66%32.35%
1994
0.76%-0.93%
1993
9.10%10.21%
1992
N/A7.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-19.65%20.43%N/AN/A
201913.53%4.18%1.59%8.94%
2018-0.86%3.32%7.58%-13.65%
20175.92%2.96%4.39%6.52%
20161.23%2.35%3.72%3.72%
20150.83%0.17%-6.53%6.91%
20141.65%5.11%1.01%4.82%
201310.49%2.79%5.12%10.37%
201212.47%-2.87%6.25%-0.49%
20115.82%-0.02%-13.94%11.68%
20105.27%-11.52%11.16%10.62%
2009-11.01%15.83%15.52%5.91%
2008-9.53%-2.83%-8.44%-22.00%
20070.52%6.12%1.92%-3.42%
20064.12%-1.56%5.56%6.59%
2005-2.24%1.24%3.51%1.97%
20041.55%1.54%-2.00%9.08%
2003-3.32%15.23%2.49%12.00%
20020.15%-13.52%-17.40%8.35%
2001-11.95%5.68%-14.81%10.52%
20002.15%-2.77%-1.10%-7.90%
19994.86%6.85%-6.32%14.57%
199813.72%3.13%-10.02%21.23%
19972.51%17.36%7.22%2.85%
19965.20%4.32%2.95%8.16%
19959.56%9.37%7.90%5.70%
1994-3.81%0.07%4.68%-0.00%
19934.14%0.28%2.27%2.15%
19921.49%2.74%5.08%N/A

Rank In Category (By Total Return)

YTD35
1-Month47
3-Month50
1-Year31
3-Year28
5-Year24

Load Adjusted Returns

1-Year1.46%
3-Year8.29%
5-Year9.05%
10-Year12.86%