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JPMorgan Equity Income R5 (OIERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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24.43

+0.10

(+0.41%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★

Number of Years Up9

Number of Years Down3

Best 1 Yr Total Return (May 9, 2024)31.85%

Worst 1 Yr Total Return (May 9, 2024)N/A

Risk Statistics

3 Years

OIERXCategory Average

5 Years

OIERXCategory Average

10 Years

OIERXCategory Average

Alpha

-1.21-0.06

-2.34-0.05

-1.22-0.03

BETA

0.740.01

0.850.01

0.860.01

Mean Annual Return

0.540.01

0.840.01

0.840.01

R-squared

77.510.88

84.880.87

86.90.88

Standard Deviation

14.860.2

17.070.16

14.080.15

Sharpe Ratio

0.230.01

0.460.01

0.610.01

Treynor Ratio

3.290.11

7.90.11

9.270.1