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)

Tue 2012-01-31? to Thu 2026-04-02 YTD
Return
TRR
Price
OIEJX
×
+1.04%
2026-04-02
3.299 TRR
2026-04-02
Jpmorgan Equity Income Fund Class R6 Mutual Fund

Returns

Tue 2012-01-31? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
OIEJX
×
+229.92%
+8.79%/yr
+7.80%/yr
(R2=0.939)
Jpmorgan Equity Income Fund Class R6 Mutual Fund

Growth of $10,000

Tue 2012-01-31? to Thu 2026-04-02 Start
Value
End
Value
OIEJX
×
$10,000.00
2012-01-31
$32,992.26
2026-04-02
Jpmorgan Equity Income Fund Class R6 Mutual Fund

Annual Returns

Year OIEJX
2026 (YTD) +1.04%
2025 +11.92%
2024 +9.61%
2023 +1.65%
2022 −7.59%
2021 +17.14%
2020 +2.50%
2019 +23.81%
2018 −6.02%
2017 +15.37%
2016 +12.89%
2015 −2.70%
2014 +13.17%
2013 +29.83%
2012 +8.92%

Drawdowns

Tue 2012-01-31? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
OIEJX
×
−5.34% −36.91%
2020-03-23
Jpmorgan Equity Income Fund Class R6 Mutual Fund