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JPMorgan Equity Index R6 (OGFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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79.61-0.15 (-0.19%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.64%
5-year average return14.83%
Number of years up5
Number of years down2
Best 1-yr total return (15 May 2024)31.42%
Worst 1-yr total return (15 May 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
YTD6.02%5.31%
1-month-4.09%-4.19%
3-month4.27%3.90%
1-year22.61%20.31%
3-year8.00%6.48%
5-year13.15%11.78%
10-year12.32%10.96%
Last bull market26.12%25.56%
Last bear market-16.11%-15.11%

Annual total return (%) history

Year
OGFAXCategory
2024
N/AN/A
2023
26.23%22.32%
2022
-18.17%-16.96%
2021
28.65%26.07%
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%