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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

Risk Overview

Morningstar Risk Rating★★

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

Risk Statistics

3 Years

OIERXCategory Average

5 Years

OIERXCategory Average

10 Years

OIERXCategory Average

Alpha

-1.06-0.06

-2.4-0.05

-1.31-0.03

BETA

0.750.01

0.860.01

0.860.01

Mean Annual Return

0.750.01

0.950.01

0.870.01

R-squared

77.450.88

84.770.87

86.780.88

Standard Deviation

14.840.2

17.020.16

14.020.15

Sharpe Ratio

0.410.01

0.540.01

0.640.01

Treynor Ratio

70.11

9.660.11

9.750.1