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JPMorgan Equity Income R5 (OIERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.92-0.02 (-0.09%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.65%
5-Year Average Return9.25%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Apr 25, 2024)31.85%
Worst 1 Yr Total Return (Apr 25, 2024)N/A
Best 3-Yr Total Return31.85%
Worst 3-Yr Total Return7.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOIERXCategory
YTD7.37%17.52%
1-Month4.31%-0.87%
3-Month7.37%5.51%
1-Year15.24%42.88%
3-Year8.19%11.93%
5-Year10.42%12.07%
10-Year9.90%10.95%
Last Bull Market37.92%23.18%
Last Bear Market-8.94%-17.87%

Annual Total Return (%) History

Year
OIERXCategory
2024
N/AN/A
2023
4.93%N/A
2022
-1.74%N/A
2021
25.29%N/A
2020
3.77%2.91%
2019
26.52%25.04%
2018
-4.33%-8.53%
2017
17.73%15.94%
2016
15.06%14.81%
2015
-2.05%-4.05%
2014
13.97%10.21%
2013
31.85%31.21%
2012
13.65%14.57%
2011
N/A-0.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.37%N/AN/AN/A
2023-2.24%2.16%-3.16%8.50%
20220.22%-8.94%-4.68%12.96%
20219.54%6.20%-0.93%8.71%
2020-24.07%13.23%6.89%12.92%
201910.93%4.29%2.43%6.76%
2018-2.15%1.30%6.68%-9.52%
20173.53%2.11%4.08%7.00%
20162.36%3.48%1.94%6.57%
2015-0.00%-1.15%-6.01%5.43%
20142.53%4.49%-0.12%6.51%
201311.01%4.24%4.42%9.11%
20129.58%-1.76%5.37%0.19%
20111.49%-11.35%12.94%N/A

Rank In Category (By Total Return)

YTD74
1-Month77
3-Month74
1-Year84
3-Year65
5-Year61

Load Adjusted Returns

1-Year15.24%
3-Year8.19%
5-Year10.42%
10-Year9.90%