OINCX
JPMorgan Equity Income Fund Class C
Mutual fund
$26.50+0.16 (+0.61%)Close Oct 2, 2026
Nov 4, 1997 – Oct 2, 2026, Dividends reinvested
- Final balance
- $67,656
- CAGR
- +6.84%
- Max drawdown
- −51.12%
- Sharpe ratio
- 0.47
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.24%
- 3M
- −0.73%
- 6M
- +11.42%
- YTD
- +13.49%
- 1Y
- +16.61%
- 3Y
- +16.41%
- 5Y
- +9.38%
- 10Y
- +10.64%
- 15Y
- +11.81%
- 20Y
- +8.63%
- 25Y
- +8.09%
- Since 1997
- +6.84%
Metrics
Since 1997| Volatility | 17.23% |
|---|---|
| Sortino ratio | 0.66 |
| Calmar ratio | 0.13 |
| Best year, 2013 | +30.60% |
| Worst year, 2008 | −30.44% |
| Positive years | 21 of 28 |
| Longest drawdown | 6.4 years |
Worst drawdowns
Since 1997| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.1% | Jul 2007 | Mar 2009 | Feb 2012 | 4.6 years |
| −37.7% | Jul 1999 | Oct 2002 | Nov 2005 | 6.4 years |
| −36.9% | Feb 2020 | Mar 2020 | Dec 2020 | 10 months |
| −20.9% | Jul 1998 | Aug 1998 | May 1999 | 10 months |
| −16.4% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
1997 from Nov 4 · 2026 through Oct 2