Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIEFX (JPMORGAN EQUITY INCOME FUND CLASS R2) | 9.45% | 22.20% | 14.90% | 7.83% | 10.25% | 10.84% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIEFX (JPMORGAN EQUITY INCOME FUND CLASS R2) | 03/01/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 22.20 | 14.90 | 7.83 | 10.25 | 10.84 | NA | … | … | 9.45 | 14.14 | 11.90 | 4.25 | -3.98 | 22.12 | 3.07 | 25.68 | -5.33 | 16.94 | 14.09 | -2.77 | 13.26 | 30.91 | 12.79 | 3.37 |
| Sharpe Ratio | NA | 1.93 | 0.96 | 0.38 | 0.51 | NA | NA | … | … | 1.86 | 0.73 | 0.79 | 0.05 | -0.29 | 1.67 | 0.08 | 2.14 | -0.45 | 2.35 | 1.13 | -0.19 | 1.24 | 2.94 | 1.11 | 0.17 |
| Standard Deviation(%) | NA | 10.26 | 12.51 | 14.09 | 16.74 | NA | NA | … | … | 11.45 | 15.45 | 10.54 | 11.86 | 18.82 | 13.21 | 35.57 | 11.29 | 15.00 | 6.95 | 12.30 | 14.63 | 10.68 | 10.48 | 11.60 | 22.93 |
| Draw Down(%) | NA | 7.19 | 15.64 | 15.64 | 36.95 | NA | NA | … | … | 7.19 | 14.23 | 8.68 | 10.39 | 15.04 | 5.69 | 36.95 | 6.11 | 16.39 | 3.85 | 8.32 | 11.86 | 7.12 | 4.89 | 8.50 | 16.58 |
| Yield(%) | 0.00 | 10.63 | 7.71 | 4.88 | 5.41 | 6.78 | 5.10 | … | … | 0.38 | 10.99 | 8.14 | 2.41 | 1.42 | 1.30 | 1.42 | 2.93 | 3.92 | 2.44 | 2.25 | 2.22 | 3.89 | 3.92 | 2.98 | 1.56 |
Data as of 06/05/2026, Common starting date is 03/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIEFX (JPMORGAN EQUITY INCOME FUND CLASS R2) |
0.67%
Mar 2017 – Mar 2020 |
3.21%
Mar 2015 – Mar 2020 |
7.61%
Oct 2013 – Oct 2023 |
10.38%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIEFX (JPMORGAN EQUITY INCOME FUND CLASS R2) |
21.08%
Sep 2011 – Sep 2014 |
14.49%
Sep 2011 – Sep 2016 |
13.16%
Sep 2011 – Sep 2021 |
10.49%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart