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JPMorgan Equity Index R6 (OGFAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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78.30+0.41 (+0.53%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.81%
5-Year Average Return14.52%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 8, 2024)31.42%
Worst 1 Yr Total Return (May 8, 2024)N/A
Best 3-Yr Total Return31.42%
Worst 3-Yr Total Return7.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOGFAXCategory
YTD6.02%14.84%
1-Month-4.09%1.65%
3-Month4.27%7.55%
1-Year22.61%40.47%
3-Year8.00%16.77%
5-Year13.15%16.15%
10-Year12.32%13.21%
Last Bull Market26.12%24.09%
Last Bear Market-16.11%-17.61%

Annual Total Return (%) History

Year
OGFAXCategory
2024
N/AN/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/A10.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.54%N/AN/AN/A
20237.48%8.73%-3.28%11.68%
2022-4.61%-16.11%-4.93%7.56%
20216.18%8.54%0.56%11.02%
2020-19.58%20.55%8.92%12.14%
201913.64%4.28%1.69%9.06%
2018-0.77%3.42%7.71%-13.56%
20176.05%3.06%4.49%6.65%
20163.82%N/AN/AN/A

Rank In Category (By Total Return)

YTD36
1-Month37
3-Month37
1-Year37
3-Year23
5-Year21

Load Adjusted Returns

1-Year22.61%
3-Year8.00%
5-Year13.15%
10-Year12.32%