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JPMorgan Equity Index R6 (OGFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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75.21+0.65 (+0.87%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.56%
5-year average return13.15%
Number of years up5
Number of years down2
Best 1-yr total return (18 Apr 2024)31.42%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return31.42%
Worst 3-yr total return7.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOGFAXCategory
YTD10.54%14.84%
1-month3.22%1.65%
3-month10.54%7.55%
1-year29.82%40.47%
3-year11.43%16.77%
5-year15.00%16.15%
10-year12.87%13.21%
Last bull market40.05%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)

YTD39
1-month51
3-month39
1-year34
3-year24
5-year23

Load adjusted returns

1-year29.82%
3-year11.43%
5-year15.00%
10-year12.87%