Nasdaq - Delayed Quote USD

JPMorgan Equity Index A (OGEAX)

89.10
-0.35
(-0.39%)
At close: 8:04:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.75%
5y Average Return 16.58%
Number of Years Up 26
Number of Years Down 6
Best 1Y Total Return (May 19, 2025) 31.77%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 31.77%
Worst 3Y Total Return 7.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OGEAX
Category
YTD
-5.06%
5.31%
1-Month
-0.71%
-4.19%
3-Month
-7.60%
3.90%
1-Year
11.60%
20.31%
3-Year
11.67%
6.48%
5-Year
15.09%
11.78%
10-Year
11.82%
10.96%
Last Bull Market
20.47%
25.56%
Last Bear Market
-16.19%
-15.11%

Annual Total Return (%) History

Year
OGEAX
Category
2025
--
--
2024
24.47%
--
2023
25.72%
22.32%
2022
-18.50%
-16.96%
2021
28.13%
26.07%
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%
--
1992
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.38% -- -- --
2024 10.43% 4.17% 5.77% 2.29%
2023 7.37% 8.62% -3.38% 11.56%
2022 -4.71% -16.19% -5.02% 7.45%
2021 6.07% 8.43% 0.47% 10.89%
2020 -19.65% 20.43% 8.83% 12.01%
2019 13.53% 4.18% 1.59% 8.94%
2018 -0.86% 3.32% 7.58% -13.65%
2017 5.92% 2.96% 4.39% 6.52%
2016 1.23% 2.35% 3.72% 3.72%

2015 0.83% 0.17% -6.53% 6.91%
2014 1.65% 5.11% 1.01% 4.82%
2013 10.49% 2.79% 5.12% 10.37%
2012 12.47% -2.87% 6.25% -0.49%
2011 5.82% -0.02% -13.94% 11.68%
2010 5.27% -11.52% 11.16% 10.62%
2009 -11.01% 15.83% 15.52% 5.91%
2008 -9.53% -2.83% -8.44% -22.00%
2007 0.52% 6.12% 1.92% -3.42%
2006 4.12% -1.56% 5.56% 6.59%
2005 -2.24% 1.24% 3.51% 1.97%
2004 1.55% 1.54% -2.00% 9.08%
2003 -3.32% 15.23% 2.49% 12.00%
2002 0.15% -13.52% -17.40% 8.35%
2001 -11.95% 5.68% -14.81% 10.52%
2000 2.15% -2.77% -1.10% -7.90%
1999 4.86% 6.85% -6.32% 14.57%
1998 13.72% 3.13% -10.02% 21.23%
1997 2.51% 17.36% 7.22% 2.85%
1996 5.20% 4.32% 2.95% 8.16%
1995 9.56% 9.37% 7.90% 5.70%
1994 -3.81% 0.07% 4.68% -0.00%
1993 4.14% 0.28% 2.27% 2.15%
1992 1.49% 2.74% 5.08% --

Rank in Category (By Total Return)

YTD 54
1-Month 50
3-Month 42
1-Year 31
3-Year 35
5-Year 40

Load Adjusted Returns

1-Year 5.74%
3-Year 9.68%
5-Year 13.85%
10-Year 11.22%

Performance & Risk

YTD Return 1.75%
5y Average Return 16.58%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family JPMorgan
Net Assets 10.47B
YTD Return -5.06%
Yield 0.91%
Morningstar Rating
Inception Date Jul 02, 1991

Fund Summary

The fund invests in stocks included in the S&P 500 Index and also may invest in stock index futures. The fund's adviser attempts to track the aggregate price and dividend performance of securities in the S&P 500 Index to achieve a correlation of at least 0.95 between the performance of the fund and that of the index without taking into account the fund's expenses.

Related Tickers

BIPIX ProFunds Biotechnology UltraSector Fund
37.91
+3.18%
 
BIPSX ProFunds Biotechnology UltraSector Fund
19.71
+3.14%
 
INIYX VanEck International Investors Gold Y
15.75
+2.81%
 
INIVX VanEck International Investors Gold A
15.17
+2.78%
 
INIIX VanEck International Investors Gold I
21.52
+2.77%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
16.27
+2.46%
 
FEGIX First Eagle Gold I
36.28
+2.34%
 
FEURX First Eagle Gold R6
36.39
+2.33%
 
FKRCX Franklin Gold and Precious Metals A
26.19
+2.18%
 
FRGOX Franklin Gold and Precious Metals C
22.52
+2.18%
 
FGADX Franklin Gold and Precious Metals Adv
28.77
+2.17%
 
FGPMX Franklin Gold and Precious Metals R6
29.25
+2.17%
 
FIJYX Fidelity Advisor Biotechnology Z
28.11
+1.81%
 
TBWIX Thornburg Investment Trust - Thornburg Better World International Fund
20.90
+1.31%
 
TBWAX Thornburg Investment Trust - Thornburg Better World International Fund
20.27
+1.30%
 
FIQRX Fidelity Advisor Global Commodity Stk Z
18.73
+1.13%
 
TGVRX Thornburg International Equity R3
29.54
+1.10%
 
THGCX Thornburg International Equity C
25.08
+1.09%
 
TGIRX Thornburg International Equity R6
30.76
+1.08%
 
TIVRX Thornburg International Equity R5
30.90
+1.08%
 
TGVIX Thornburg International Equity I
30.94
+1.08%
 
THVRX Thornburg International Equity R4
29.23
+1.07%
 
TGVAX Thornburg International Equity A
29.59
+1.06%
 
JAGLX Janus Henderson Global Life Sciences T
64.95
+1.01%
 
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
65.26
+1.01%
 
JNGLX Janus Henderson Global Life Sciences D
65.37
+1.00%
 
PWGAX PACE International Equity A
19.13
+1.00%
 
JFNIX Janus Henderson Global Life Sciences Fund
65.50
+1.00%
 
JFNAX Janus Henderson Global Life Sciences Fund
63.74
+1.00%
 
JFNCX Janus Henderson Global Life Sciences Fund
54.80
+1.00%
 
JFNSX Janus Henderson Global Life Sciences Fund
61.93
+0.99%
 
PCIEX PACE International Equity P
18.92
+0.96%
 
FIDZX Fidelity Advisor Intl Cap App Z
36.53
0.00%
 
FIVFX Fidelity International Capital Apprec
31.44
0.00%
 
FIATX Fidelity Advisor Intl Cap App M
32.67
0.00%
 
FCPCX Fidelity Advisor Intl Cap App C
28.61
0.00%
 
FCPIX Fidelity Advisor Intl Cap App I
36.42
0.00%
 
TIBAX Thornburg Investment Income Builder A
29.07
+0.90%
 
TIBMX Thornburg Investment Income Builder R5
29.27
+0.90%
 
TIBIX Thornburg Investment Income Builder I
29.29
+0.90%
 
TIBCX Thornburg Investment Income Builder C
29.02
+0.87%
 
TIBRX Thornburg Investment Income Builder R3
29.05
+0.87%
 
TIBGX Thornburg Investment Income Builder R4
29.09
+0.87%
 
TIBOX Thornburg Investment Income Builder R6
29.20
+0.86%
 
FMIYX FMI International Institutional
37.92
+0.85%
 
LCMGX Lord Abbett Micro Cap Growth Fund
19.24
+0.84%
 
FSPHX Fidelity Select Health Care
25.40
+0.83%
 
LAMGX Lord Abbett Micro Cap Growth A
16.28
+0.80%
 
LFMGX Lord Abbett Micro Cap Growth F
20.17
+0.80%
 
LMIYX Lord Abbett Micro Cap Growth I
20.17
+0.80%
 
FMGIX Frontier MFG Core Infrastructure Instl
16.40
+0.80%
 
SAHMX SA International Value
15.14
+0.80%
 
FIAGX Fidelity Advisor International Growth A
21.89
0.00%
 
GMOIX GMO International Equity Fund
29.68
+0.78%
 
MIEIX MFS International Equity R6
38.86
+0.78%
 
GMCFX GMO International Equity Fund
29.63
+0.75%
 
FITGX Fidelity Advisor International Growth M
21.66
0.00%
 
GLIFX Lazard Global Listed Infrastructure Portfolio
17.84
+0.73%
 
GLFOX Lazard Global Listed Infrastructure Portfolio
17.85
+0.73%
 
FOPIX Fidelity Advisor Intl Sm Cap Opps I
22.28
0.00%
 
FSCOX Fidelity International Small Cap Opp
22.32
0.00%
 
FOPTX Fidelity Advisor Intl Sm Cap Opps M
21.43
0.00%
 
ISCAX Federated Hermes Intl Small-Mid Co A
46.26
+0.70%
 
ISCIX Federated Hermes Intl Small-Mid Co IS
47.80
+0.70%
 
WCMSX WCM International Small Cap Growth Instl
23.51
+0.69%
 
ISCCX Federated Hermes Intl Small-Mid Co C
31.19
+0.68%
 
HAONX Harbor International Core Investor
15.03
+0.67%
 
HAOSX Harbor International Core Institutional
15.09
+0.67%
 
HAORX Harbor International Core Retirement
15.12
+0.67%
 
PRHSX T. Rowe Price Health Sciences
75.94
+0.66%
 
THISX T. Rowe Price Health Sciences I
76.16
+0.66%
 
WGMCX Wasatch Ultra Growth Institutional
30.88
+0.65%
 
GIOTX GMO Intl Developed Equity Allc III
20.46
+0.64%
 
DMAGX Driehaus Global Fund
16.40
0.00%
 
CIVVX Causeway International Value Inv
21.52
+0.61%
 
BIIEX Brandes International Equity Fund
24.99
+0.60%
 
CIVIX Causeway International Value Instl
21.72
+0.60%
 
BIVRX Invenomic Investor
16.71
+0.60%
 
QIORX AQR International Momentum Style R6
16.76
+0.60%
 
BIERX Brandes International Equity Fund
25.22
+0.60%
 
AIMOX AQR International Momentum Style I
16.82
+0.60%
 
GQRRX GQG Partners Global Quality Equity R6
18.69
0.00%
 
FPHAX Fidelity Select Pharmaceuticals Port
23.81
+0.59%
 
BIVIX Invenomic Institutional
17.07
+0.59%
 
AIONX AQR International Momentum Style N
17.18
+0.59%
 
BIECX Brandes International Equity Fund
24.18
+0.58%
 
BIVSX Invenomic Super Institutional
17.32
+0.58%
 
MSSGX Morgan Stanley Inst Inception I
15.64
+0.58%
 
FSHCX Fidelity Select Health Care Svcs Port
103.25
+0.57%
 
FCIKX NYLI PineStone International Eq Inv Cl
17.52
+0.57%
 
MFLLX Morgan Stanley Inst Inception R6
15.82
+0.57%
 
BIEAX Brandes International Equity Fund
24.71
+0.57%
 
EIISX Parametric International Equity I
16.16
+0.56%
 
MACGX Morgan Stanley Institutional Fund Trust Discovery Portfolio
16.28
+0.56%
 
SNOAX Easterly Snow Long/Short Opportunity A
33.31
+0.54%
 
SCIJX Hartford Schroders International Stk SDR
20.37
+0.54%
 
MPEGX Morgan Stanley Inst Discovery I
24.09
+0.54%
 
SNOIX Easterly Snow Long/Short Opportunity I
33.70
+0.54%
 
SNORX Easterly Snow Capital Long/Short Opportunity Fund
33.70
+0.54%
 
MMCGX Morgan Stanley Inst Discovery R6
24.71
+0.53%