JPMorgan Equity Income A (OIEIX)

22.55 +0.28 (+1.26%) USD  |  May 26 2022

OIEIX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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10%
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 26, 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 A
13.13%
31.22%
13.46%
-2.51%
14.62%
17.21%
-4.77%
26.05%
3.31%
24.82%
-3.07%
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%
-14.35%
Columbia Large Cap Value A
14.80%
30.69%
11.61%
-2.26%
14.63%
16.65%
-11.18%
29.82%
5.34%
23.70%
-3.43%
Hartford Equity Income A
13.67%
29.26%
9.06%
-0.70%
14.85%
17.52%
-7.99%
25.92%
4.35%
25.16%
-0.53%
Invesco Diversified Dividend A
17.17%
29.00%
11.93%
1.79%
14.33%
8.20%
-7.77%
25.02%
0.12%
18.93%
-1.11%
Columbia Dividend Opportunity A
13.09%
25.78%
9.75%
-2.64%
13.39%
14.30%
-5.33%
23.36%
0.82%
26.11%
0.28%
As of May 26, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
JPMorgan Equity Income A
0.34%
-1.62%
1.22%
4.02%
12.22%
10.98%
12.29%
8.22%
8.42%
9.12%
S&P 500 Total Return
-2.65%
-7.10%
-11.03%
-1.91%
14.72%
12.94%
14.13%
8.98%
8.96%
10.08%
Columbia Large Cap Value A
0.98%
-1.17%
1.39%
1.43%
12.84%
9.94%
11.78%
6.49%
8.51%
10.15%
Hartford Equity Income A
1.85%
1.02%
4.19%
7.58%
13.32%
10.80%
12.07%
8.27%
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9.55%
Invesco Diversified Dividend A
-0.15%
-1.70%
3.14%
2.40%
9.52%
7.20%
10.64%
7.18%
7.86%
7.81%
Columbia Dividend Opportunity A
1.52%
0.78%
5.60%
8.63%
11.96%
10.10%
11.05%
7.33%
7.97%
9.11%
As of May 26, 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