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Australia markets close in 5 hours 41 minutes
ALL ORDS
8,073.90
+87.80
(+1.10%)
ASX 200
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(+1.10%)
AUD/USD
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(+0.10%)
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Bitcoin AUD
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JPMorgan Equity Income R5 (OIERX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.97
-0.01
(-0.04%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
9
Number of years down
3
Best 1-yr total return (1 July 2024)
31.85%
Worst 1-yr total return (1 July 2024)
N/A
Risk statistics
3 years
OIERX
Category average
5 years
OIERX
Category average
10 years
OIERX
Category average
Alpha
-2.36
-0.01
-2.74
-0.03
-1.39
-0.03
BETA
0.74
0.01
0.85
0.01
0.86
0.01
Mean annual return
0.53
0.01
0.96
0.01
0.85
0.01
R-squared
77.83
0.78
84.23
0.83
86.69
0.84
Standard deviation
14.85
0.17
16.85
0.19
14.08
0.16
Sharpe ratio
0.21
0
0.55
0
0.61
0.01
Treynor ratio
2.97
0.04
9.84
0.07
9.29
0.08
Data disclaimer
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