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JPMorgan Equity Income R5 (OIERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.97-0.01 (-0.04%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★
Number of years up9
Number of years down3
Best 1-yr total return (1 July 2024)31.85%
Worst 1-yr total return (1 July 2024)N/A

Risk statistics

3 years
OIERXCategory average
5 years
OIERXCategory average
10 years
OIERXCategory average
Alpha
-2.36-0.01
-2.74-0.03
-1.39-0.03
BETA
0.740.01
0.850.01
0.860.01
Mean annual return
0.530.01
0.960.01
0.850.01
R-squared
77.830.78
84.230.83
86.690.84
Standard deviation
14.850.17
16.850.19
14.080.16
Sharpe ratio
0.210
0.550
0.610.01
Treynor ratio
2.970.04
9.840.07
9.290.08