OINCX
JPMorgan Equity Income-C
$22.92
0.03 (0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 44536.769M |
| 52 Week High | 23.488 |
| 52 Week Low | 19.367 |
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Key Data
| Symbol | OINCX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 22.92 |
| Price Yesterday | 22.89 |
| Market Cap | 44,536.77 |
| YTD Return | 4.92% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0145 |
Overview
| 52 Week High | 23.49 |
|---|---|
| 52 Week Low | 19.37 |
| Market Cap | 44,536.77M |
| Shares Outstanding | 1,943.14M |
| Income Dividend Yield | 1.33% |
| Long Term Dividend Yield | 0.71% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.04% |
Returns Annualized
| One Day | 39.15% |
|---|---|
| Five Days | 24.68% |
| One Months | -2.82% |
| Three Months | -3.78% |
| Six Months | 10.77% |
| Nine Months | 19.28% |
| One Year | 11.19% |
| Three Years | 4.17% |
| Five Years | 7.90% |
| Ten Years | 8.17% |
| YTD | 9.76% |
| Since Inception | 6.63% |
Returns Total
| One Day | 0.13% |
|---|---|
| Five Days | 0.44% |
| One Month | -0.23% |
| Three Months | -0.94% |
| Six Months | 5.16% |
| Nine Months | 13.96% |
| One Year | 11.18% |
| Three Years | 12.97% |
| Five Years | 46.14% |
| Ten Years | 118.89% |
| YTD | 4.92% |
| Since Inception | 382.12% |
Yearly Returns
| 2024 | 4.92% |
|---|---|
| 2023 | 3.92% |
| 2022 | -2.61% |
| 2021 | 24.24% |
| 2020 | 2.82% |
| 2019 | 25.34% |
| 2018 | -5.16% |
| 2017 | 16.58% |
| 2016 | 14.04% |
| 2015 | -2.99% |
Risk against SP-DA
| Alpha | -9.51% |
|---|---|
| Beta | 0.66 |
| Correlation | 74.16% |
| Downside Deviation | 2.44% |
| Coefficient of determination | 55.00% |
| Standard Deviation | 2.85% |
| Sharpe Ratio | -1.78 |
| Sortino | -7.18 |
| Treynor | 8.85 |
| Ulcer Index | 3.59 |
| Ulcer Performance Index | -4.88 |