OIEPX
JPMorgan Equity Income Fund Class R3
Mutual fund
$27.25+0.17 (+0.63%)Close Oct 2, 2026
Sep 9, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $29,250
- CAGR
- +11.26%
- Max drawdown
- −36.94%
- Sharpe ratio
- 0.73
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.18%
- 3M
- −0.59%
- 6M
- +11.70%
- YTD
- +13.95%
- 1Y
- +17.19%
- 3Y
- +17.00%
- 5Y
- +9.93%
- 10Y
- +11.20%
- Since 2016
- +11.26%
Metrics
Since 2016| Volatility | 16.54% |
|---|---|
| Sortino ratio | 1.02 |
| Calmar ratio | 0.30 |
| Best year, 2019 | +26.05% |
| Worst year, 2018 | −4.70% |
| Positive years | 7 of 9 |
| Longest drawdown | 1.7 years |
Worst drawdowns
Since 2016| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −36.9% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −16.3% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
| −15.5% | Nov 2024 | Apr 2025 | Aug 2025 | 8 months |
| −15.0% | Mar 2022 | Sep 2022 | Dec 2023 | 1.7 years |
| −10.3% | Jan 2018 | Mar 2018 | Sep 2018 | 8 months |
Annual returns
2016 from Sep 9 · 2026 through Oct 2