Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OGGAX (JPMORGAN GOVERNMENT BOND FUND CLASS A) | 2.13% | 6.32% | 0.64% | -1.56% | 0.67% | 1.84% | 2.60% | 3.20% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGGAX (JPMORGAN GOVERNMENT BOND FUND CLASS A) | 03/05/1993 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 03/05/1993.
AR inception is since 03/05/1993.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 6.32 | 0.64 | -1.56 | 0.67 | 1.84 | 2.60 | 3.20 | 2.13 | 0.88 | 3.99 | -12.08 | -2.31 | 6.42 | 6.39 | 0.47 | 2.08 | 1.29 | 0.71 | 5.25 | -3.85 | 3.28 | 10.32 | 6.56 | 1.91 | 8.96 | 7.26 | 3.14 | 3.06 | 4.53 | 2.28 | 10.20 | 6.93 | 11.76 | -2.00 | 7.96 | 9.47 | -0.32 | 10.75 | -8.53 | -1.97 |
| Sharpe Ratio | NA | -0.01 | -0.59 | -0.77 | -0.22 | NA | NA | 0.30 | 0.75 | -1.10 | -0.04 | -1.95 | -0.57 | 1.53 | 1.43 | -0.31 | 0.51 | 0.33 | 0.18 | 1.76 | -1.03 | 0.98 | 2.00 | 1.35 | 0.32 | 1.09 | 0.97 | -0.04 | 0.24 | 0.78 | 0.33 | 1.80 | 0.85 | 1.87 | -1.11 | 1.00 | 1.45 | -0.75 | 1.64 | -2.09 | -1.21 |
| Standard Deviation(%) | NA | 5.12 | 6.35 | 5.52 | 4.61 | NA | NA | 4.65 | 5.36 | 5.19 | 6.92 | 6.92 | 4.09 | 4.03 | 3.48 | 2.74 | 2.85 | 3.33 | 3.82 | 2.97 | 3.77 | 3.33 | 5.16 | 4.78 | 5.72 | 7.35 | 4.40 | 3.38 | 3.78 | 4.60 | 4.80 | 5.05 | 5.49 | 4.10 | 4.73 | 4.62 | 4.09 | 5.05 | 4.21 | 5.49 | 3.67 |
| Draw Down(%) | NA | 5.05 | 9.53 | 18.52 | 18.52 | NA | NA | 18.52 | 2.37 | 4.34 | 7.43 | 14.84 | 4.40 | 4.04 | 2.09 | 2.55 | 1.62 | 4.68 | 2.57 | 1.31 | 5.73 | 1.85 | 2.65 | 4.43 | 3.57 | 4.36 | 2.74 | 2.79 | 2.72 | 4.91 | 5.66 | 2.58 | 5.14 | 3.05 | 4.60 | 3.65 | 2.66 | 6.81 | 2.32 | 10.02 | 2.64 |
| Yield(%) | 0.00 | 1.83 | 1.92 | 1.51 | 1.96 | 2.52 | 3.01 | 3.38 | 0.00 | 2.34 | 2.32 | 1.59 | 1.15 | 1.47 | 2.18 | 2.15 | 2.17 | 2.45 | 3.56 | 4.47 | 2.92 | 2.56 | 3.88 | 3.40 | 3.85 | 4.30 | 4.75 | 4.39 | 4.46 | 4.54 | 4.53 | 4.57 | 5.74 | 6.10 | 5.47 | 5.64 | 6.09 | 3.46 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGGAX (JPMORGAN GOVERNMENT BOND FUND CLASS A) |
-5.86%
Oct 2020 - Oct 2023 |
-1.47%
Mar 2020 - Mar 2025 |
0.08%
Oct 2012 - Oct 2022 |
1.69%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGGAX (JPMORGAN GOVERNMENT BOND FUND CLASS A) |
10.30%
May 2000 - May 2003 |
7.45%
Oct 1996 - Oct 2001 |
6.24%
May 2000 - May 2010 |
6.25%
Aug 1996 - Aug 2011 |
Annualized Rolling Returns Comparison Chart