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JPMorgan Equity Index A (OGEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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75.08-0.16 (-0.21%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.37%
5-year average return12.90%
Number of years up25
Number of years down6
Best 1-yr total return (17 Apr 2024)31.77%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return31.77%
Worst 3-yr total return7.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOGEAXCategory
YTD10.43%14.84%
1-month3.18%1.65%
3-month10.43%7.55%
1-year29.31%40.47%
3-year10.98%16.77%
5-year14.54%16.15%
10-year12.45%13.21%
Last bull market39.57%24.09%
Last bear market-16.19%-17.61%

Annual total return (%) history

Year
OGEAXCategory
2024
N/AN/A
2023
25.72%N/A
2022
-18.50%N/A
2021
28.13%N/A
2020
17.95%15.83%
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
202410.43%N/AN/AN/A
20237.37%8.62%-3.38%11.56%
2022-4.71%-16.19%-5.02%7.45%
20216.07%8.43%0.47%10.89%
2020-19.65%20.43%8.83%12.01%
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)

YTD45
1-month61
3-month45
1-year45
3-year34
5-year37

Load adjusted returns

1-year22.52%
3-year9.00%
5-year13.31%
10-year11.85%