Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIEQX (JPMORGAN EQUITY INCOME FUND CLASS R4) | 10.60% | 22.59% | 15.29% | 9.47% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIEQX (JPMORGAN EQUITY INCOME FUND CLASS R4) | 09/12/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 22.59 | 15.29 | 9.47 | NA | NA | NA | … | … | 10.60 | 14.68 | 12.50 | 4.75 | -1.88 | 25.13 | 3.63 | 26.32 | -4.85 | 17.51 | 6.41 |
| Sharpe Ratio | NA | 1.94 | 0.98 | 0.47 | NA | NA | NA | … | … | 1.89 | 0.77 | 0.84 | 0.09 | -0.18 | 1.93 | 0.09 | 2.19 | -0.42 | 2.44 | 2.38 |
| Standard Deviation(%) | NA | 10.45 | 12.51 | 14.07 | NA | NA | NA | … | … | 11.61 | 15.47 | 10.55 | 11.88 | 18.77 | 13.01 | 35.63 | 11.32 | 14.94 | 6.94 | 9.37 |
| Draw Down(%) | NA | 7.13 | 15.47 | 15.47 | NA | NA | NA | … | … | 7.13 | 14.17 | 8.64 | 10.29 | 14.85 | 5.68 | 36.91 | 6.10 | 16.27 | 3.81 | 3.34 |
| Yield(%) | 0.00 | 10.82 | 8.00 | 6.05 | 6.45 | 4.30 | 3.22 | … | … | 0.65 | 11.20 | 8.46 | 2.83 | 3.47 | 4.11 | 1.85 | 3.43 | 4.23 | 2.84 | 1.34 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| OIEQX (JPMORGAN EQUITY INCOME FUND CLASS R4) |
1.17%
Mar 2017 – Mar 2020 |
7.01%
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 |
|---|---|---|---|---|
| OIEQX (JPMORGAN EQUITY INCOME FUND CLASS R4) |
17.88%
Dec 2018 – Dec 2021 |
15.20%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart