All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

OIEJX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

OIEJX real return snapshot: after CPI-U inflation, OIEJX returned +19.95% over the past year and +8.41% YTD, with dividends reinvested. Since Jan. 31, 2012, OIEJX is up +254.01% in real purchasing-power return, or +9.19%/yr, and is currently −0.74% below its real total-return high on Jun. 16, 2026.

Data ending Thu Jun. 18, 2026

Tue 2012-01-31💬 to Thu 2026-06-18 YTD
Return
1 Year
Return
OIEJX
×
+8.41%
2026-06-18
+19.95%
2026-06-18
Jpmorgan Equity Income Fund Class R6 Mutual Fund

Returns

Tue 2012-01-31💬 to Thu 2026-06-18 Overall
Return
Exponential
Trendline
OIEJX
×
+254.01%
+9.19%/yr
+7.80%/yr
(R2=0.942)
Jpmorgan Equity Income Fund Class R6 Mutual Fund

Growth of $10,000

Tue 2012-01-31💬 to Thu 2026-06-18 Start
Value
End
Value
OIEJX
×
$10,000.00
2012-01-31
$35,400.73
2026-06-18
Jpmorgan Equity Income Fund Class R6 Mutual Fund

Annual Returns

Year OIEJX
2026 (YTD) +8.41%
2025 +11.95%
2024 +9.61%
2023 +1.64%
2022 −7.60%
2021 +17.18%
2020 +2.48%
2019 +23.78%
2018 −6.01%
2017 +15.42%
2016 +12.83%
2015 −2.67%
2014 +13.15%
2013 +29.85%
2012 +8.92%

Drawdowns

Tue 2012-01-31💬 to Thu 2026-06-18 Current
Drawdown
Worst
Drawdown
OIEJX
×
−0.74%
from 2026-06-16 peak
−36.92%
2020-03-23
from 2020-01-17 peak
Jpmorgan Equity Income Fund Class R6 Mutual Fund

Rolling Returns

Period ending Thu 2026-06-18 1
Year
2
Years
3
Years
5
Years
10
Years
OIEJX
×
+19.95% +29.30%
+13.71%/yr
+39.84%
+11.83%/yr
+34.70%
+6.14%/yr
+122.21%
+8.31%/yr
Jpmorgan Equity Income Fund Class R6 Mutual Fund