OINCX
JPMorgan Equity Income-C
$22.96
0.00 (0.00%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap Value |
---|---|
Market Cap | 45671.341M |
52 Week High | 23.48 |
52 Week Low | 19.427 |
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Key Data
Symbol | OINCX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 22.96 |
Price Yesterday | 22.96 |
Market Cap | 45,671.34 |
YTD Return | 4.78% |
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 | 23.48 |
---|---|
52 Week Low | 19.43 |
Market Cap | 45,671.34M |
Shares Outstanding | 1,989.17M |
Income Dividend Yield | 1.34% |
Long Term Dividend Yield | 0.71% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.04% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 280.34% |
One Months | -9.51% |
Three Months | 23.43% |
Six Months | 33.76% |
Nine Months | 7.78% |
One Year | 9.97% |
Three Years | 5.19% |
Five Years | 8.45% |
Ten Years | 8.69% |
YTD | 16.07% |
Since Inception | 6.68% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 2.68% |
One Month | -0.87% |
Three Months | 5.40% |
Six Months | 15.50% |
Nine Months | 5.81% |
One Year | 9.96% |
Three Years | 16.35% |
Five Years | 49.88% |
Ten Years | 129.69% |
YTD | 4.78% |
Since Inception | 381.44% |
Yearly Returns
2024 | 4.78% |
---|---|
2023 | 3.92% |
2022 | -2.61% |
2021 | 24.24% |
2020 | 2.82% |
2019 | 25.33% |
2018 | -5.16% |
2017 | 16.58% |
2016 | 14.04% |
2015 | -2.99% |
Risk against SP-DA
Alpha | -10.13% |
---|---|
Beta | 0.77 |
Correlation | 85.60% |
Downside Deviation | 2.72% |
Coefficient of determination | 73.27% |
Standard Deviation | 3.08% |
Sharpe Ratio | -1.37 |
Sortino | -5.37 |
Treynor | 5.98 |
Ulcer Index | 3.63 |
Ulcer Performance Index | -4.02 |