JPMORGAN EQUITY INCOME FUND CLASS I

Publish date: 2024-08-13
Alpha 1 Year-0.66 Alpha 10 Years1.30 Alpha 15 Years1.96 Alpha 20 Years1.66 Alpha 3 Years0.00 Alpha 5 Years0.44 Average Gain 1 Year3.53 Average Gain 10 Years3.24 Average Gain 15 Years3.15 Average Gain 20 Years2.94 Average Gain 3 Years4.10 Average Gain 5 Years4.21 Average Loss 1 Year-2.56 Average Loss 10 Years-3.12 Average Loss 15 Years-3.07 Average Loss 20 Years-3.28 Average Loss 3 Years-3.32 Average Loss 5 Years-3.55 Batting Average 1 Year33.33 Batting Average 10 Years55.83 Batting Average 15 Years56.11 Batting Average 20 Years55.83 Batting Average 3 Years38.89 Batting Average 5 Years46.67 Beta 1 Year0.83 Beta 10 Years0.90 Beta 15 Years0.88 Beta 20 Years0.85 Beta 3 Years0.88 Beta 5 Years0.90 Capture Ratio Down 1 Year83.36 Capture Ratio Down 10 Years87.25 Capture Ratio Down 15 Years83.07 Capture Ratio Down 20 Years80.93 Capture Ratio Down 3 Years87.93 Capture Ratio Down 5 Years88.86 Capture Ratio Up 1 Year82.39 Capture Ratio Up 10 Years94.54 Capture Ratio Up 15 Years92.82 Capture Ratio Up 20 Years90.30 Capture Ratio Up 3 Years88.75 Capture Ratio Up 5 Years91.20 Correlation 1 Year99.28 Correlation 10 Years98.72 Correlation 15 Years98.24 Correlation 20 Years97.94 Correlation 3 Years98.36 Correlation 5 Years98.90 High 1 Year25.14 Information Ratio 1 Year-0.95 Information Ratio 10 Years0.32 Information Ratio 15 Years0.28 Information Ratio 20 Years0.27 Information Ratio 3 Years-0.15 Information Ratio 5 Years-0.08 Low 1 Year20.58 Maximum Loss 1 Year-8.50 Maximum Loss 10 Years-24.08 Maximum Loss 15 Years-24.08 Maximum Loss 20 Years-45.86 Maximum Loss 3 Years-13.28 Maximum Loss 5 Years-24.08 Performance Current Year10.36 Performance since Inception2,601.68 Risk adjusted Return 10 Years5.15 Risk adjusted Return 3 Years-0.37 Risk adjusted Return 5 Years3.51 Risk adjusted Return Since Inception3.56 R-Squared (R²) 1 Year98.56 R-Squared (R²) 10 Years97.45 R-Squared (R²) 15 Years96.50 R-Squared (R²) 20 Years95.92 R-Squared (R²) 3 Years96.76 R-Squared (R²) 5 Years97.82 Sortino Ratio 1 Year1.75 Sortino Ratio 10 Years0.92 Sortino Ratio 15 Years1.42 Sortino Ratio 20 Years0.89 Sortino Ratio 3 Years0.32 Sortino Ratio 5 Years0.83 Tracking Error 1 Year2.92 Tracking Error 10 Years2.73 Tracking Error 15 Years3.06 Tracking Error 20 Years3.57 Tracking Error 3 Years3.29 Tracking Error 5 Years3.14 Trailing Performance 1 Month4.77 Trailing Performance 1 Week2.42 Trailing Performance 1 Year12.01 Trailing Performance 10 Years155.31 Trailing Performance 2 Years18.15 Trailing Performance 3 Months6.18 Trailing Performance 3 Years20.80 Trailing Performance 4 Years64.31 Trailing Performance 5 Years58.57 Trailing Performance 6 Months10.33 Trailing Return 1 Month4.77 Trailing Return 1 Year12.01 Trailing Return 10 Years9.83 Trailing Return 15 Years12.43 Trailing Return 2 Months3.87 Trailing Return 2 Years8.69 Trailing Return 20 Years9.42 Trailing Return 3 Months6.18 Trailing Return 3 Years6.50 Trailing Return 4 Years13.22 Trailing Return 5 Years9.66 Trailing Return 6 Months10.33 Trailing Return 6 Years9.39 Trailing Return 7 Years10.07 Trailing Return 8 Years10.43 Trailing Return 9 Months22.41 Trailing Return 9 Years9.89 Trailing Return Since Inception9.30 Trailing Return YTD - Year to Date10.36 Treynor Ratio 1 Year15.19 Treynor Ratio 10 Years8.69 Treynor Ratio 15 Years13.26 Treynor Ratio 20 Years8.94 Treynor Ratio 3 Years2.31 Treynor Ratio 5 Years9.16

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