OIERX
JPMorgan Equity Income Fund Class R5
Mutual fund
$28.00+0.17 (+0.61%)Close Oct 2, 2026
Feb 28, 2011 – Oct 2, 2026, Dividends reinvested
- Final balance
- $55,637
- CAGR
- +11.64%
- Max drawdown
- −36.90%
- Sharpe ratio
- 0.78
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.17%
- 3M
- −0.51%
- 6M
- +11.93%
- YTD
- +14.28%
- 1Y
- +17.65%
- 3Y
- +17.45%
- 5Y
- +10.37%
- 10Y
- +11.65%
- 15Y
- +12.85%
- Since 2011
- +11.64%
Metrics
Since 2011| Volatility | 15.80% |
|---|---|
| Sortino ratio | 1.09 |
| Calmar ratio | 0.32 |
| Best year, 2013 | +31.85% |
| Worst year, 2018 | −4.31% |
| Positive years | 11 of 14 |
| Longest drawdown | 1.7 years |
Worst drawdowns
Since 2011| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −36.9% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −16.6% | Jul 2011 | Aug 2011 | Jan 2012 | 6 months |
| −16.2% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
| −15.4% | Nov 2024 | Apr 2025 | Jul 2025 | 8 months |
| −14.8% | Mar 2022 | Sep 2022 | Dec 2023 | 1.7 years |
Annual returns
2011 from Feb 28 · 2026 through Oct 2