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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
Risk overview
Morningstar risk rating
★★
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
Risk statistics
3 years
OIEPX
Category average
5 years
OIEPX
Category average
10 years
OIEPX
Category average
Alpha
-2.76
-0.01
-3.15
-0.03
-1.8
-0.03
BETA
0.74
0.01
0.85
0.01
0.86
0.01
Mean annual return
0.5
0.01
0.93
0.01
0.81
0.01
R-squared
77.82
0.78
84.21
0.83
86.66
0.84
Standard deviation
14.86
0.17
16.86
0.19
14.09
0.16
Sharpe ratio
0.19
0
0.53
0
0.58
0.01
Treynor ratio
2.4
0.04
9.31
0.07
8.77
0.08
Data disclaimer
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