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JPMorgan Equity Income Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1987 0 0 0 0 0 0 0.02 1.31 -2.71 -18.45 -4.73 6.25 0
1988 3.81 5.06 -2.33 1.47 0.71 4.19 -0.22 -2.16 2.75 4.42 -0.59 1.66 20.1
1989 5.11 -0.57 1.01 3.81 2.94 -0.62 6.47 1.59 0.59 -0.7 1.63 2.25 25.9
1990 -4.96 0.91 1.72 -2.87 6.05 -0.4 -0.3 -6.61 -2.97 0.68 5.14 1.21 -3.1
1991 3.77 6.47 1.37 -0.19 2.87 -3.4 3 3.38 -0.36 1.24 -2.92 6.77 23.7
1992 -0.33 0.54 -0.4 1.56 0 -0.45 4.53 -1.38 1.41 -2.09 2.73 0.65 6.8
1993 1.12 1.64 3.29 -2.88 1.44 0.78 1.27 4.43 -0.73 1.14 -1.21 0.74 11.4
1994 1.81 -2.43 -3.9 1.34 2.41 -1.38 3.08 3.09 -1.04 0.46 -3 -1.88 -1.8
1995 2.32 4.04 3.81 2.1 3.29 0.52 1.8 1.42 4.4 -1.32 5.08 -1.09 29.5
1996 2.56 0.84 1.3 0.55 2.22 0.62 -4.84 2.01 4.6 1.03 5.31 -0.27 16.7
1997 5.39 1.72 -3.15 5.22 6.01 4.68 6.44 -5.64 4.48 -2.3 4.59 1.92 32.5
1998 0.14 5.26 5.09 0.38 -0.77 2.14 -1.75 -12.26 5.36 7.01 4.32 2.35 16.9
1999 -0.9 -1.1 1.62 5.8 -1.64 3.25 -3.05 -2 -3.86 5.82 -1.58 -1.43 0.4
2000 -3.93 -8.77 10.17 1.54 2.26 -2.43 0.36 4.32 1.04 2.36 -2.02 3.27 7.2
2001 -0.88 -3.15 -3.83 4.84 1.47 -3.14 0.38 -3.46 -4.52 -0.42 4.67 1.58 -6.8
2002 -1.45 1.2 2.92 -4.66 -0.25 -5.6 -6.58 0.19 -11.19 6.69 4.41 -4.18 -18.2
2003 -2.82 -2.04 1.1 7.69 4.12 0.58 1.46 0.76 -0.15 4.81 0.5 5.21 22.8
2004 1.39 1.84 -1.12 -1.27 0.77 1.87 -2.37 1.83 0.24 1.38 3.89 2.74 11.6
2005 -1.45 3.6 -1.39 -0.67 1.62 1.75 2.51 -0.91 0.32 -2.21 3.3 -0.35 6.1
2006 0.91 0.99 1.72 2.68 -1.84 0.95 2.86 1.64 1.89 3.16 1.74 2.61 21
2007 1.13 -0.69 1.15 3.67 2.9 -1.58 -4.08 1.42 2.97 0.15 -3.94 -1.25 1.5
2008 -4.88 -3.3 -0.31 2.53 1.53 -7.94 0.27 2.67 -5.24 -15.22 -4.62 1.34 -29.8
2009 -8.97 -9.83 6.06 5.36 4.4 1.02 6.51 3.63 2.48 -0.63 5.73 2.21 17.5
2010 -2.05 2.08 5.38 2.98 -7.61 -3.69 5.9 -2.88 8.05 3.43 0.46 6.51 18.8
2011 -0.26 5.01 1.35 3.25 -0.59 -1.19 -2.81 -3.03 -6.08 9.82 0.55 2.25 7.6
2012 3.04 3.42 2.78 0.28 -5.65 3.78 2.06 1.52 1.67 -0.35 0.35 0.15 13.5
2013 5.37 1.04 4.21 2.61 1.61 -0.15 4.97 -3.56 3.1 4.03 2.88 1.98 31.6
2014 -3.98 4.49 2.15 0.21 1.8 2.37 -2.56 3.73 -1.23 3.07 2.63 0.62 13.7
2015 -3.27 4.67 -1.27 -0.48 1.21 -1.91 1.46 -5.74 -1.84 7.24 0.47 -2.2 -2.3
2016 -3.83 0.13 6.32 1.16 1.37 0.64 2.32 0.51 -0.93 -1.25 5.39 2.27 14.6
2017 0.53 3.79 -0.76 0 0.64 1.11 0.9 -0.53 3.66 1.91 3.35 1.56 17.3
2018 4.43 -4.64 -1.76 -0.15 1.36 0.05 4.6 1.81 0.14 -4.94 3.78 -8.31 -4.5
2019 5.99 3.62 0.69 3.6 -5.52 6.02 1.32 -2.29 3.01 0.7 2.63 1.67 23
2020 -1.65 -8.11 -16.51 9.95 2.43 -0.11 4.16 5.47 -4.35 -2.35 12.03 0.81 1.5
2021 0.24 2.16 6.34 7.28 2.52 -0.64 0.97 1.48 -3.73 5.84 -3.66 4.19 20.9
2022 -0.55 -1.39 1.71 -4.88 2.25 -6.83 5.24 -2.51 -7.64 10.28 5.9 -5.41 -5.4
2023 2.57 -3.84 -1.44 1.23 -5.18 5.84 3.32 -3.17 -3.77 -2.33 6.77 2.68 1.8
2024 -0.09 2.66 4.16 -4.07 4.2