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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

Risk overview

Morningstar risk rating★★
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

Risk statistics

3 years
OIERXCategory average
5 years
OIERXCategory average
10 years
OIERXCategory average
Alpha
-2.74-0.01
-3.5-0.03
-1.8-0.03
BETA
0.730.01
0.840.01
0.860.01
Mean annual return
0.530.01
0.840.01
0.820.01
R-squared
76.80.78
82.980.83
85.980.84
Standard deviation
14.860.17
16.690.19
14.090.16
Sharpe ratio
0.20
0.470
0.580.01
Treynor ratio
2.670.04
8.040.07
8.880.08