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JPMorgan Equity Income C (OINCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.81+0.10 (+0.44%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.14%
5-Year Average Return8.07%
Number of Years Up19
Number of Years Down7
Best 1 Yr Total Return (May 2, 2024)30.63%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return30.63%
Worst 3-Yr Total Return6.92%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOINCXCategory
YTD3.68%17.52%
1-Month-3.23%-0.87%
3-Month3.72%5.51%
1-Year9.10%42.88%
3-Year4.62%11.93%
5-Year7.97%12.07%
10-Year8.52%10.95%
Last Bull Market18.69%23.18%
Last Bear Market-9.14%-17.87%

Annual Total Return (%) History

Year
OINCXCategory
2024
N/AN/A
2023
3.92%N/A
2022
-2.61%N/A
2021
24.24%N/A
2020
2.82%2.91%
2019
25.34%25.04%
2018
-5.16%-8.53%
2017
16.59%15.94%
2016
14.04%14.81%
2015
-2.99%-4.05%
2014
12.87%10.21%
2013
30.63%31.21%
2012
12.56%14.57%
2011
6.81%-0.75%
2010
17.86%13.66%
2009
16.63%24.13%
2008
-30.36%-37.09%
2007
0.83%1.42%
2006
20.04%18.15%
2005
5.29%5.95%
2004
10.40%12.97%
2003
21.61%28.44%
2002
-19.00%-18.69%
2001
-7.80%-4.99%
2000
6.14%7.87%
1999
-0.64%6.72%
1998
16.08%12.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.15%N/AN/AN/A
2023-2.51%1.98%-3.43%8.25%
2022-0.04%-9.14%-4.91%12.77%
20219.32%6.00%-1.19%8.50%
2020-24.22%12.96%6.61%12.66%
201910.65%4.07%2.25%6.45%
2018-2.37%1.09%6.47%-9.74%
20173.27%1.89%3.83%6.72%
20162.17%3.25%1.68%6.31%
2015-0.19%-1.42%-6.23%5.13%
20142.29%4.22%-0.33%6.23%
201310.77%3.94%4.15%8.94%
20129.22%-1.90%5.07%-0.03%
20115.87%1.29%-11.55%12.60%
20104.99%-8.47%11.04%10.45%
2009-12.96%10.69%12.97%7.17%
2008-8.41%-4.43%-2.71%-18.23%
20071.39%4.77%-0.01%-5.07%
20063.52%1.45%6.35%7.48%
20050.51%2.47%1.73%0.50%
20041.87%1.10%-0.54%7.77%
2003-4.01%13.34%1.10%10.56%
20022.41%-10.34%-17.17%6.51%
2001-7.94%2.77%-7.73%5.61%
2000-3.68%1.16%5.43%3.33%
1999-0.66%7.21%-8.83%2.34%
199810.50%1.48%-9.17%13.96%

Rank In Category (By Total Return)

YTD66
1-Month22
3-Month58
1-Year84
3-Year79
5-Year77

Load Adjusted Returns

1-Year8.10%
3-Year4.62%
5-Year7.97%
10-Year8.52%