Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIERX (JPMORGAN EQUITY INCOME FUND CLASS R5) | 9.78% | 23.02% | 15.66% | 8.57% | 10.99% | 11.59% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIERX (JPMORGAN EQUITY INCOME FUND CLASS R5) | 03/01/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 23.02 | 15.66 | 8.57 | 10.99 | 11.59 | NA | … | … | 9.78 | 14.86 | 12.65 | 4.94 | -3.30 | 22.93 | 3.78 | 26.53 | -4.72 | 17.74 | 14.79 | -2.04 | 14.00 | 31.86 | 13.66 | 3.73 |
| Sharpe Ratio | NA | 1.95 | 0.99 | 0.42 | 0.56 | NA | NA | … | … | 1.88 | 0.78 | 0.86 | 0.11 | -0.25 | 1.73 | 0.10 | 2.23 | -0.41 | 2.45 | 1.18 | -0.14 | 1.30 | 3.04 | 1.17 | 0.19 |
| Standard Deviation(%) | NA | 10.43 | 12.49 | 14.11 | 16.75 | NA | NA | … | … | 11.58 | 15.45 | 10.52 | 11.88 | 18.81 | 13.23 | 35.61 | 11.26 | 14.97 | 6.99 | 12.31 | 14.65 | 10.72 | 10.46 | 11.68 | 23.04 |
| Draw Down(%) | NA | 7.09 | 15.41 | 15.41 | 36.90 | NA | NA | … | … | 7.09 | 14.16 | 8.62 | 10.27 | 14.77 | 5.66 | 36.90 | 6.03 | 16.22 | 3.79 | 8.30 | 11.51 | 7.09 | 4.85 | 8.44 | 16.64 |
| Yield(%) | 0.00 | 10.93 | 8.21 | 5.41 | 6.20 | 7.88 | 5.93 | … | … | 0.58 | 11.33 | 8.61 | 2.97 | 1.99 | 2.03 | 1.98 | 3.59 | 4.36 | 2.99 | 2.75 | 2.81 | 4.51 | 4.55 | 3.60 | 1.93 |
Data as of 06/05/2026, Common starting date is 03/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIERX (JPMORGAN EQUITY INCOME FUND CLASS R5) |
1.35%
Mar 2017 – Mar 2020 |
3.92%
Mar 2015 – Mar 2020 |
8.34%
Oct 2013 – Oct 2023 |
11.13%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIERX (JPMORGAN EQUITY INCOME FUND CLASS R5) |
21.90%
Sep 2011 – Sep 2014 |
15.28%
Sep 2011 – Sep 2016 |
13.93%
Sep 2011 – Sep 2021 |
11.24%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart