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JPMorgan Equity Income R3 (OIEPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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23.48
+0.08
(+0.34%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.16%
5-year average return
8.77%
Number of years up
5
Number of years down
2
Best 1-yr total return (17 June 2024)
26.02%
Worst 1-yr total return (17 June 2024)
N/A
Best 3-yr total return
26.02%
Worst 3-yr total return
7.46%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
OIEPX
Category
YTD
6.14%
4.44%
1-month
2.20%
-4.04%
3-month
3.17%
4.09%
1-year
17.92%
14.37%
3-year
5.05%
6.04%
5-year
10.18%
9.20%
10-year
9.11%
8.57%
Last bull market
18.95%
22.97%
Last bear market
-9.01%
-11.27%
Annual total return (%) history
Year
OIEPX
Category
2024
N/A
N/A
2023
4.49%
11.63%
2022
-2.12%
-5.90%
2021
24.84%
26.22%
2020
3.33%
2.91%
2019
26.02%
25.04%
2018
-4.70%
-8.53%
2017
17.21%
15.94%
2016
N/A
14.81%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.29%
N/A
N/A
N/A
2023
-2.39%
2.11%
-3.29%
8.39%
2022
0.08%
-9.01%
-4.78%
12.88%
2021
9.47%
6.08%
-1.05%
8.64%
2020
-24.16%
13.19%
6.73%
12.78%
2019
10.84%
4.15%
2.38%
6.62%
2018
-2.25%
1.22%
6.58%
-9.62%
2017
3.43%
2.02%
3.92%
6.89%
2016
6.43%
N/A
N/A
N/A
Rank in category (by total return)
YTD
73
1-month
83
3-month
66
1-year
82
3-year
76
5-year
75
Load adjusted returns
1-year
17.92%
3-year
5.05%
5-year
10.18%
10-year
9.11%
Data disclaimer
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