Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OIEIX (JPMORGAN EQUITY INCOME FUND CLASS A) | 7.19% | 9.98% | 10.75% | 12.29% | 9.37% | 11.83% | 8.74% | 8.90% |
Data as of 07/18/2025, AR inception is 02/27/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIEIX (JPMORGAN EQUITY INCOME FUND CLASS A) | 02/27/1992 | 07/18/2025 |
| 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 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 9.98 | 10.75 | 12.29 | 9.37 | 11.83 | 8.74 | 8.90 | 7.19 | 12.05 | 4.63 | -2.07 | 24.74 | 3.30 | 26.07 | -5.13 | 17.21 | 14.38 | -2.52 | 13.44 | 31.21 | 13.14 | 7.40 | 18.23 | 17.30 | -29.99 | 1.13 | 20.63 | 5.82 | 11.22 | 22.49 | -18.49 | -7.07 | 6.86 | 0.16 | 16.52 | 32.17 | 16.47 | 29.04 | -1.92 | 11.02 | 6.68 |
| Sharpe Ratio | NA | 0.57 | 0.50 | 0.74 | 0.48 | NA | NA | 0.43 | 0.60 | 0.81 | 0.08 | -0.19 | 1.90 | 0.09 | 2.18 | -0.44 | 2.39 | 1.15 | -0.17 | 1.25 | 2.98 | 1.14 | 0.34 | 1.08 | 0.71 | -0.81 | -0.14 | 2.08 | 0.37 | 1.06 | 1.46 | -0.88 | -0.61 | 0.15 | -0.22 | 0.76 | 1.77 | 1.35 | 3.21 | -0.63 | 1.32 | 0.81 |
| Standard Deviation(%) | NA | 16.20 | 14.32 | 14.74 | 17.05 | NA | NA | 16.33 | 19.38 | 10.41 | 11.83 | 18.76 | 12.99 | 35.39 | 11.29 | 14.96 | 6.95 | 12.29 | 14.65 | 10.72 | 10.45 | 11.59 | 21.51 | 16.84 | 24.20 | 38.08 | 14.18 | 8.31 | 9.51 | 9.70 | 14.86 | 22.39 | 15.96 | 17.22 | 14.38 | 17.17 | 16.00 | 9.42 | 7.81 | 7.96 | 6.67 | 6.80 |
| Draw Down(%) | NA | 15.56 | 15.56 | 15.56 | 36.92 | NA | NA | 50.63 | 14.23 | 8.67 | 10.30 | 14.95 | 5.68 | 36.92 | 6.12 | 16.31 | 3.82 | 8.30 | 11.67 | 7.09 | 4.86 | 8.40 | 16.66 | 13.51 | 25.35 | 41.09 | 10.43 | 5.95 | 6.30 | 5.76 | 12.86 | 30.15 | 19.38 | 15.52 | 12.85 | 16.42 | 8.95 | 7.03 | 5.97 | 6.71 | 3.49 | 2.18 |
| Yield(%) | 0.00 | 7.71 | 5.17 | 5.15 | 4.69 | 7.40 | 5.45 | 8.27 | 0.80 | 8.36 | 2.64 | 3.30 | 3.88 | 1.64 | 3.19 | 4.08 | 2.61 | 2.40 | 2.40 | 4.12 | 4.14 | 3.20 | 2.32 | 2.30 | 2.77 | 6.79 | 12.12 | 18.69 | 30.01 | 16.78 | 5.22 | 3.65 | 6.17 | 12.89 | 5.33 | 8.94 | 13.91 | 5.62 | 2.79 | 2.86 | 3.22 | 3.23 |
Data as of 07/18/2025, AR inception is 02/27/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIEIX (JPMORGAN EQUITY INCOME FUND CLASS A) |
-11.71%
Feb 2006 - Feb 2009 |
-4.38%
Feb 2004 - Feb 2009 |
-1.77%
Feb 1999 - Feb 2009 |
4.27%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIEIX (JPMORGAN EQUITY INCOME FUND CLASS A) |
25.82%
Mar 1995 - Mar 1998 |
22.00%
Feb 2009 - Feb 2014 |
15.32%
Feb 2009 - Feb 2019 |
13.26%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart