OIEJX
JPMorgan Equity Income Fund Class R6
Mutual fund
$27.97+0.17 (+0.61%)Close Oct 2, 2026
Jan 31, 2012 – Oct 2, 2026, Dividends reinvested
- Final balance
- $53,263
- CAGR
- +12.08%
- Max drawdown
- −36.88%
- Sharpe ratio
- 0.82
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.16%
- 3M
- −0.49%
- 6M
- +12.00%
- YTD
- +14.38%
- 1Y
- +17.79%
- 3Y
- +17.57%
- 5Y
- +10.48%
- 10Y
- +11.76%
- Since 2012
- +12.08%
Metrics
Since 2012| Volatility | 15.32% |
|---|---|
| Sortino ratio | 1.16 |
| Calmar ratio | 0.33 |
| Best year, 2013 | +31.80% |
| Worst year, 2018 | −4.23% |
| Positive years | 10 of 13 |
| Longest drawdown | 1.7 years |
Worst drawdowns
Since 2012| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −36.9% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −16.2% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
| −15.4% | Nov 2024 | Apr 2025 | Jul 2025 | 7 months |
| −14.7% | Mar 2022 | Sep 2022 | Dec 2023 | 1.7 years |
| −11.8% | Feb 2015 | Feb 2016 | Apr 2016 | 1.1 years |
Annual returns
2012 from Jan 31 · 2026 through Oct 2