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JPMorgan Investor Balanced Fund Class A (OGIAX) Performance

Explore the performance of JPMorgan Investor Balanced Fund Class A compared to the S&P Index and the Balanced category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00020,00030,00020192020202120222023202420252026
  • 29,421.01SPY
  • 12,397.06OGIAX
  • 17,423.20Balanced

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%7.83%
OGIAX9.63%7.24%6.19%-19.35%9.63%4.32%6.12%1.32%