Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIEJX (JPMORGAN EQUITY INCOME FUND CLASS R6) | 10.71% | 22.92% | 15.56% | 8.97% | 11.14% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIEJX (JPMORGAN EQUITY INCOME FUND CLASS R6) | 02/06/2012 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 22.92 | 15.56 | 8.97 | 11.14 | NA | NA | … | … | 10.71 | 14.94 | 12.77 | 5.05 | -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 | 1.98 | 1.00 | 0.43 | 0.57 | NA | NA | … | … | 1.92 | 0.78 | 0.87 | 0.12 | -0.25 | 1.75 | 0.10 | 2.23 | -0.40 | 2.48 | 1.18 | -0.14 | 1.30 | 3.02 | 0.78 |
| Standard Deviation(%) | NA | 10.44 | 12.51 | 14.13 | 16.75 | NA | NA | … | … | 11.63 | 15.46 | 10.56 | 11.88 | 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 | 7.08 | 15.43 | 15.43 | 36.88 | NA | NA | … | … | 7.08 | 14.16 | 8.63 | 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(%) | 0.00 | 11.08 | 8.27 | 5.58 | 6.33 | 7.45 | 5.59 | … | … | 0.76 | 11.45 | 8.72 | 3.07 | 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 06/09/2026, Common starting date 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