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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.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.16%
5-year average return8.77%
Number of years up5
Number of years down2
Best 1-yr total return (17 June 2024)26.02%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return26.02%
Worst 3-yr total return7.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOIEPXCategory
YTD6.14%4.44%
1-month2.20%-4.04%
3-month3.17%4.09%
1-year17.92%14.37%
3-year5.05%6.04%
5-year10.18%9.20%
10-year9.11%8.57%
Last bull market18.95%22.97%
Last bear market-9.01%-11.27%

Annual total return (%) history

Year
OIEPXCategory
2024
N/AN/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/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.29%N/AN/AN/A
2023-2.39%2.11%-3.29%8.39%
20220.08%-9.01%-4.78%12.88%
20219.47%6.08%-1.05%8.64%
2020-24.16%13.19%6.73%12.78%
201910.84%4.15%2.38%6.62%
2018-2.25%1.22%6.58%-9.62%
20173.43%2.02%3.92%6.89%
20166.43%N/AN/AN/A

Rank in category (by total return)

YTD73
1-month83
3-month66
1-year82
3-year76
5-year75

Load adjusted returns

1-year17.92%
3-year5.05%
5-year10.18%
10-year9.11%