HLIEX
JPMorgan Equity Income Fund Class I
Mutual fund
$27.97+0.17 (+0.61%)Close Oct 2, 2026
Jun 30, 1987 – Oct 2, 2026, Dividends reinvested
- Final balance
- $329,325
- CAGR
- +9.31%
- Max drawdown
- −50.33%
- Sharpe ratio
- 0.64
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.18%
- 3M
- −0.55%
- 6M
- +11.86%
- YTD
- +14.17%
- 1Y
- +17.50%
- 3Y
- +17.28%
- 5Y
- +10.21%
- 10Y
- +11.48%
- 15Y
- +12.66%
- 20Y
- +9.47%
- 25Y
- +8.96%
- 30Y
- +9.02%
- Since 1987
- +9.31%
Metrics
Since 1987| Volatility | 15.98% |
|---|---|
| Sortino ratio | 0.90 |
| Calmar ratio | 0.18 |
| Best year, 1997 | +32.51% |
| Worst year, 2008 | −29.75% |
| Positive years | 30 of 38 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 1987| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −50.3% | Jul 2007 | Mar 2009 | Jul 2011 | 4 years |
| −36.9% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −32.9% | Jul 1999 | Oct 2002 | Nov 2004 | 5.3 years |
| −24.4% | Sep 1987 | Nov 1987 | Jan 1989 | 1.3 years |
| −16.6% | Jul 2011 | Aug 2011 | Jan 2012 | 6 months |
Annual returns
1987 from Jun 30 · 2026 through Oct 2