Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OIEJX (JPMORGAN EQUITY INCOME FUND CLASS R6) | 2.90% | 10.00% | 6.28% | 10.88% | 9.12% | NA | NA | 11.05% |
Data as of 06/04/2025, AR inception is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIEJX (JPMORGAN EQUITY INCOME FUND CLASS R6) | 02/06/2012 | 06/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.16 | 10.00 | 6.28 | 10.88 | 9.12 | NA | NA | 11.05 | 2.90 | 6.21 | 4.29 | -3.21 | 23.08 | 3.89 | 26.59 | -4.65 | 17.85 | 14.66 | -1.95 | 14.04 | 31.81 | 8.51 |
| Sharpe Ratio | NA | -0.02 | 0.00 | 0.52 | 0.40 | NA | NA | 0.57 | 0.02 | -0.03 | 0.00 | -0.24 | 1.75 | 0.10 | 2.23 | -0.40 | 2.48 | 1.18 | -0.14 | 1.30 | 3.02 | 0.78 |
| Standard Deviation(%) | NA | 17.44 | 15.30 | 15.63 | 17.25 | NA | NA | 15.97 | 21.48 | 12.29 | 11.80 | 18.83 | 13.21 | 35.60 | 11.28 | 14.95 | 6.97 | 12.24 | 14.57 | 10.75 | 10.52 | 12.10 |
| Draw Down(%) | NA | 20.75 | 20.75 | 20.75 | 36.88 | NA | NA | 36.88 | 14.47 | 13.81 | 10.20 | 14.74 | 5.66 | 36.88 | 6.08 | 16.20 | 3.78 | 8.22 | 11.49 | 7.10 | 4.87 | 8.35 |
| Yield(%) | 0.17 | 8.32 | 4.42 | 4.53 | 4.62 | 5.49 | 4.11 | 6.33 | 0.84 | 8.72 | 2.35 | 2.08 | 2.15 | 2.07 | 3.70 | 4.44 | 3.09 | 2.62 | 2.89 | 4.55 | 4.60 | 3.44 |
Data as of 06/04/2025, AR inception is 02/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIEJX (JPMORGAN EQUITY INCOME FUND CLASS R6) |
1.44%
Mar 2017 - Mar 2020 |
3.95%
Mar 2015 - Mar 2020 |
8.41%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIEJX (JPMORGAN EQUITY INCOME FUND CLASS R6) |
18.46%
May 2012 - May 2015 |
14.77%
Dec 2012 - Dec 2017 |
12.68%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart