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JPMorgan Equity Index C (OEICX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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74.35-0.26 (-0.35%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.68%
5-Year Average Return12.02%
Number of Years Up20
Number of Years Down6
Best 1 Yr Total Return (Apr 29, 2024)30.78%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return30.78%
Worst 3-Yr Total Return6.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOEICXCategory
YTD10.27%14.84%
1-Month3.12%1.65%
3-Month10.27%7.55%
1-Year28.54%40.47%
3-Year10.32%16.77%
5-Year13.86%16.15%
10-Year11.73%13.21%
Last Bull Market38.86%24.09%
Last Bear Market-16.32%-17.61%

Annual Total Return (%) History

Year
OEICXCategory
2024
N/AN/A
2023
24.95%N/A
2022
-18.98%N/A
2021
27.39%N/A
2020
17.22%15.83%
2019
30.11%28.78%
2018
-5.41%-6.27%
2017
20.57%20.44%
2016
10.61%10.37%
2015
0.20%-1.07%
2014
12.24%10.96%
2013
30.78%31.50%
2012
14.65%14.96%
2011
0.94%-1.27%
2010
13.68%14.01%
2009
25.16%28.17%
2008
-37.68%-37.79%
2007
4.22%6.16%
2006
14.44%14.17%
2005
3.67%5.88%
2004
9.42%10.02%
2003
26.95%27.05%
2002
-23.07%-22.25%
2001
-13.06%-13.50%
2000
-10.19%-6.31%
1999
19.44%20.16%
1998
27.20%22.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.27%N/AN/AN/A
20237.19%8.46%-3.52%11.40%
2022-4.84%-16.32%-5.16%7.29%
20215.93%8.26%0.32%10.73%
2020-19.78%20.24%8.66%11.83%
201913.35%4.04%1.43%8.77%
2018-1.02%3.17%7.42%-13.77%
20175.79%2.83%4.19%6.38%
20161.03%2.17%3.53%3.51%
20150.66%-0.01%-6.71%6.72%
20141.45%4.90%0.83%4.60%
201310.26%2.62%4.92%10.16%
201212.27%-3.04%6.03%-0.67%
20115.63%-0.18%-14.14%11.50%
20105.11%-11.67%10.92%10.39%
2009-11.17%15.61%15.32%5.67%
2008-9.72%-3.01%-8.62%-22.12%
20070.35%5.91%1.72%-3.60%
20063.91%-1.73%5.35%6.38%
2005-2.46%1.09%3.30%1.78%
20041.36%1.35%-2.16%8.86%
2003-3.47%14.97%2.31%11.80%
2002-0.06%-13.67%-17.54%8.12%
2001-12.14%5.49%-14.96%10.31%
20001.97%-2.93%-1.30%-8.07%
19994.74%6.66%-6.47%14.32%
199813.54%2.98%-10.09%20.99%

Rank In Category (By Total Return)

YTD52
1-Month66
3-Month52
1-Year53
3-Year49
5-Year56

Load Adjusted Returns

1-Year27.54%
3-Year10.32%
5-Year13.86%
10-Year11.73%