JPMorgan Equity Income I (HLIEX)

21.99 -0.18 (-0.81%) USD  |  May 19 2022

HLIEX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 19, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
JPMorgan Equity Income I
13.44%
31.60%
13.76%
-2.31%
14.84%
17.55%
-4.46%
26.29%
3.62%
25.13%
-7.35%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.68%
Vanguard Equity-Income Adm
13.58%
30.19%
11.38%
0.86%
14.82%
18.49%
-5.65%
25.35%
3.13%
25.64%
-4.39%
Hartford Equity Income I
13.98%
29.66%
9.34%
-0.44%
15.16%
17.77%
-7.74%
26.19%
4.62%
25.48%
-4.59%
Invesco Diversified Dividend Y
17.45%
29.30%
12.26%
2.05%
14.61%
8.41%
-7.53%
25.37%
0.39%
19.22%
-5.17%
Vanguard High Dividend Yield Index Adm
12.65%
30.24%
13.45%
0.31%
16.85%
16.39%
-5.89%
24.17%
1.14%
26.13%
-5.36%
As of May 19, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
JPMorgan Equity Income I
-8.32%
-5.45%
-4.82%
0.50%
10.64%
10.50%
12.23%
8.16%
8.39%
9.27%
S&P 500 Total Return
-12.44%
-9.96%
-16.36%
-3.86%
12.78%
12.37%
13.87%
8.66%
8.63%
9.95%
Vanguard Equity-Income Adm
-6.71%
-3.07%
-0.85%
3.76%
11.58%
10.68%
12.49%
8.29%
8.73%
10.31%
Hartford Equity Income I
-6.11%
-2.53%
-0.84%
4.24%
12.05%
10.37%
12.01%
8.17%
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9.65%
Invesco Diversified Dividend Y
-8.71%
-5.41%
-2.55%
-1.05%
8.27%
6.75%
10.59%
7.10%
7.72%
7.78%
Vanguard High Dividend Yield Index Adm
-7.15%
-3.71%
-1.70%
2.60%
10.49%
9.89%
12.09%
7.69%
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8.17%
As of May 19, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022