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JPMorgan Equity Income R4 (OIEQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.96+0.08 (+0.34%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.35%
5-year average return8.94%
Number of years up5
Number of years down2
Best 1-yr total return (27 Jun 2024)26.31%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return26.31%
Worst 3-yr total return7.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOIEQXCategory
YTD6.26%4.44%
1-month2.22%-4.04%
3-month3.26%4.09%
1-year18.23%14.37%
3-year5.32%6.04%
5-year10.46%9.20%
10-year9.38%8.57%
Last bull market19.07%22.97%
Last bear market-8.99%-11.27%

Annual total return (%) history

Year
OIEQXCategory
2024
N/AN/A
2023
4.74%11.63%
2022
-1.89%-5.90%
2021
25.14%26.22%
2020
3.62%2.91%
2019
26.31%25.04%
2018
-4.47%-8.53%
2017
17.51%15.94%
2016
N/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.34%N/AN/AN/A
2023-2.32%2.17%-3.25%8.48%
20220.14%-8.99%-4.68%12.94%
20219.51%6.17%-1.01%8.73%
2020-24.09%13.21%6.80%12.90%
201910.90%4.20%2.46%6.67%
2018-2.18%1.26%6.64%-9.56%
20173.54%2.04%3.99%6.96%
20166.45%N/AN/AN/A

Rank in category (by total return)

YTD72
1-month81
3-month64
1-year81
3-year71
5-year70

Load adjusted returns

1-year18.23%
3-year5.32%
5-year10.46%
10-year9.38%