Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIEPX (JPMORGAN EQUITY INCOME FUND CLASS R3) | 11.07% | 23.92% | 15.70% | 9.11% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIEPX (JPMORGAN EQUITY INCOME FUND CLASS R3) | 09/12/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.64 | 23.92 | 15.70 | 9.11 | NA | NA | NA | … | … | 11.07 | 14.39 | 12.21 | 4.50 | -2.11 | 24.82 | 3.33 | 26.03 | -5.08 | 17.21 | 6.31 |
| Sharpe Ratio | NA | 1.96 | 0.98 | 0.45 | NA | NA | NA | … | … | 1.89 | 0.75 | 0.81 | 0.07 | -0.19 | 1.91 | 0.09 | 2.18 | -0.43 | 2.40 | 2.34 |
| Standard Deviation(%) | NA | 10.27 | 12.51 | 14.04 | NA | NA | NA | … | … | 11.49 | 15.44 | 10.54 | 11.85 | 18.78 | 13.01 | 35.63 | 11.29 | 14.97 | 6.92 | 9.35 |
| Draw Down(%) | NA | 7.15 | 15.54 | 15.54 | NA | NA | NA | … | … | 7.15 | 14.20 | 8.64 | 10.31 | 14.96 | 5.69 | 36.94 | 6.07 | 16.33 | 3.83 | 3.33 |
| Yield(%) | 0.00 | 10.80 | 7.95 | 5.83 | 6.20 | 4.13 | 3.10 | … | … | 0.46 | 11.20 | 8.37 | 2.65 | 3.30 | 3.89 | 1.65 | 3.22 | 4.09 | 2.66 | 1.31 |
Data as of 06/04/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIEPX (JPMORGAN EQUITY INCOME FUND CLASS R3) |
0.93%
Mar 2017 – Mar 2020 |
6.75%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIEPX (JPMORGAN EQUITY INCOME FUND CLASS R3) |
17.58%
Dec 2018 – Dec 2021 |
14.93%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart