Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OINCX (JPMORGAN EQUITY INCOME FUND CLASS C) | 10.86% | 23.35% | 15.14% | 7.79% | 10.14% | 10.66% | 8.66% | … | … |
Data as of 06/04/2026, Common starting date is 11/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OINCX (JPMORGAN EQUITY INCOME FUND CLASS C) | 11/26/1997 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 23.35 | 15.14 | 7.79 | 10.14 | 10.66 | 8.66 | … | … | 10.86 | 13.84 | 11.67 | 3.94 | -4.28 | 21.86 | 2.82 | 25.35 | -5.49 | 16.60 | 13.85 | -3.01 | 12.85 | 30.60 | 12.57 | 6.82 | 17.79 | 16.65 | -30.44 | 0.71 | 20.05 | 5.18 | 10.30 | 21.62 | -19.01 | -7.80 | 6.20 | -4.66 | 7.65 | -0.95 |
| Sharpe Ratio | NA | 1.90 | 0.94 | 0.36 | 0.50 | NA | NA | … | … | 1.85 | 0.71 | 0.77 | 0.02 | -0.30 | 1.65 | 0.07 | 2.11 | -0.46 | 2.28 | 1.10 | -0.21 | 1.20 | 2.90 | 1.09 | 0.32 | 1.05 | 0.68 | -0.82 | -0.17 | 2.02 | 0.31 | 0.96 | 1.40 | -0.90 | -0.65 | 0.11 | -0.55 | 0.22 | -0.86 |
| Standard Deviation(%) | NA | 10.26 | 12.51 | 14.10 | 16.75 | NA | NA | … | … | 11.45 | 15.45 | 10.52 | 11.89 | 18.85 | 13.21 | 35.58 | 11.32 | 14.94 | 7.01 | 12.37 | 14.65 | 10.71 | 10.53 | 11.62 | 21.47 | 16.85 | 24.34 | 38.20 | 14.21 | 8.27 | 9.47 | 9.73 | 14.91 | 22.38 | 16.02 | 17.18 | 14.54 | 19.19 | 16.20 |
| Draw Down(%) | NA | 7.19 | 15.70 | 15.70 | 36.94 | NA | NA | … | … | 7.19 | 14.26 | 8.69 | 10.47 | 15.20 | 5.71 | 36.94 | 6.12 | 16.40 | 3.92 | 8.35 | 11.95 | 7.15 | 4.88 | 8.40 | 16.72 | 13.58 | 25.47 | 41.40 | 10.62 | 6.02 | 6.40 | 6.06 | 12.98 | 30.43 | 19.60 | 15.56 | 13.77 | 20.86 | 7.31 |
| Yield(%) | 0.00 | 10.59 | 7.59 | 4.71 | 5.17 | 6.43 | 5.49 | … | … | 0.30 | 10.95 | 8.04 | 2.22 | 1.21 | 1.09 | 1.24 | 2.73 | 3.82 | 2.27 | 2.10 | 2.05 | 3.68 | 3.70 | 2.77 | 1.94 | 1.92 | 2.27 | 6.37 | 11.67 | 18.26 | 29.59 | 16.02 | 4.51 | 3.26 | 5.64 | 12.29 | 0.53 | 0.43 | 0.15 |
Data as of 06/04/2026, Common starting date is 11/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OINCX (JPMORGAN EQUITY INCOME FUND CLASS C) |
-12.19%
Feb 2006 – Feb 2009 |
-6.70%
Mar 1998 – Mar 2003 |
-2.81%
Feb 1999 – Feb 2009 |
3.16%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OINCX (JPMORGAN EQUITY INCOME FUND CLASS C) |
23.92%
Feb 2009 – Feb 2012 |
21.39%
Feb 2009 – Feb 2014 |
14.76%
Feb 2009 – Feb 2019 |
12.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart