OIEIX
JPMorgan Equity Income Fund Class A
Mutual fund
$27.28+0.17 (+0.63%)Close Oct 2, 2026
Feb 18, 1992 – Oct 2, 2026, Dividends reinvested
- Final balance
- $203,571
- CAGR
- +9.09%
- Max drawdown
- −50.63%
- Sharpe ratio
- 0.62
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.18%
- 3M
- −0.59%
- 6M
- +11.73%
- YTD
- +13.93%
- 1Y
- +17.22%
- 3Y
- +17.00%
- 5Y
- +9.93%
- 10Y
- +11.19%
- 15Y
- +12.37%
- 20Y
- +9.17%
- 25Y
- +8.66%
- 30Y
- +8.72%
- Since 1992
- +9.09%
Metrics
Since 1992| Volatility | 16.13% |
|---|---|
| Sortino ratio | 0.88 |
| Calmar ratio | 0.18 |
| Best year, 1997 | +32.15% |
| Worst year, 2008 | −29.99% |
| Positive years | 26 of 33 |
| Longest drawdown | 5.4 years |
Worst drawdowns
Since 1992| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −50.6% | Jul 2007 | Mar 2009 | Jan 2012 | 4.5 years |
| −36.9% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −33.5% | Jul 1999 | Oct 2002 | Dec 2004 | 5.4 years |
| −16.4% | Jul 1998 | Aug 1998 | Nov 1998 | 4 months |
| −16.3% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
Annual returns
1992 from Feb 18 · 2026 through Oct 2