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JPMorgan Equity Income R5 (OIERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.94-0.03 (-0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.15%
5-year average return8.72%
Number of years up9
Number of years down3
Best 1-yr total return (4 Jul 2024)31.85%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return31.85%
Worst 3-yr total return7.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOIERXCategory
YTD5.42%4.44%
1-month-0.84%-4.04%
3-month-1.82%4.09%
1-year10.76%14.37%
3-year5.39%6.04%
5-year9.10%9.20%
10-year9.22%8.57%
Last bull market19.10%22.97%
Last bear market-8.94%-11.27%

Annual total return (%) history

Year
OIERXCategory
2024
N/AN/A
2023
4.93%11.63%
2022
-1.74%-5.90%
2021
25.29%26.22%
2020
3.77%2.91%
2019
26.52%25.04%
2018
-4.33%-8.53%
2017
17.73%15.94%
2016
15.06%14.81%
2015
-2.05%-4.05%
2014
13.97%10.21%
2013
31.85%31.21%
2012
13.65%14.57%
2011
N/A-0.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.37%-1.82%N/AN/A
2023-2.24%2.16%-3.16%8.50%
20220.22%-8.94%-4.68%12.96%
20219.54%6.20%-0.93%8.71%
2020-24.07%13.23%6.89%12.92%
201910.93%4.29%2.43%6.76%
2018-2.15%1.30%6.68%-9.52%
20173.53%2.11%4.08%7.00%
20162.36%3.48%1.94%6.57%
2015-0.00%-1.15%-6.01%5.43%
20142.53%4.49%-0.12%6.51%
201311.01%4.24%4.42%9.11%
20129.58%-1.76%5.37%0.19%
20111.49%-11.35%12.94%N/A

Rank in category (by total return)

YTD72
1-month63
3-month56
1-year82
3-year74
5-year65

Load adjusted returns

1-year10.76%
3-year5.39%
5-year9.10%
10-year9.22%