JPMorgan Equity Income Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1992 | 0 | 0 | -0.4 | 1.56 | -0.03 | -0.55 | 4.6 | -1.4 | 1.33 | -2.1 | 2.82 | 0.63 | 0 |
| 1993 | 1.11 | 1.47 | 3.36 | -2.89 | 1.43 | 0.77 | 1.17 | 4.42 | -0.68 | 1.12 | -1.23 | 0.67 | 11 |
| 1994 | 1.87 | -2.45 | -3.93 | 1.33 | 2.39 | -1.48 | 3.07 | 3.15 | -1.07 | 0.44 | -3.02 | -1.9 | -1.9 |
| 1995 | 2.29 | 3.94 | 3.8 | 2.08 | 3.27 | 0.5 | 1.78 | 1.39 | 4.46 | -1.4 | 5.07 | -1.17 | 29.1 |
| 1996 | 2.6 | 0.82 | 1.27 | 0.52 | 2.2 | 0.6 | -4.81 | 1.93 | 4.51 | 1.12 | 5.23 | -0.3 | 16.5 |
| 1997 | 5.32 | 1.7 | -3.12 | 5.15 | 6 | 4.62 | 6.43 | -5.71 | 4.56 | -2.33 | 4.58 | 1.9 | 32.2 |
| 1998 | 0.08 | 5.25 | 5.08 | 0.36 | -0.8 | 2.11 | -1.78 | -12.29 | 5.3 | 7 | 4.3 | 2.28 | 16.5 |
| 1999 | -0.92 | -1.12 | 1.6 | 5.8 | -1.66 | 3.23 | -3.08 | -2.02 | -3.85 | 5.76 | -1.6 | -1.41 | 0.2 |
| 2000 | -4 | -8.76 | 10.12 | 1.52 | 2.2 | -2.39 | 0.29 | 4.36 | 1.02 | 2.3 | -2.05 | 3.26 | 6.9 |
| 2001 | -0.9 | -3.18 | -3.87 | 4.84 | 1.44 | -3.17 | 0.36 | -3.44 | -4.61 | -0.38 | 4.6 | 1.57 | -7.1 |
| 2002 | -1.47 | 1.18 | 2.91 | -4.67 | -0.35 | -5.64 | -6.56 | 0.17 | -11.25 | 6.77 | 4.32 | -4.22 | -18.5 |
| 2003 | -2.85 | -2.07 | 1.09 | 7.62 | 4.12 | 0.56 | 1.5 | 0.68 | -0.17 | 4.81 | 0.49 | 5.21 | 22.5 |
| 2004 | 1.38 | 1.83 | -1.2 | -1.3 | 0.81 | 1.8 | -2.34 | 1.75 | 0.29 | 1.31 | 3.88 | 2.67 | 11.2 |
| 2005 | -1.41 | 3.53 | -1.36 | -0.69 | 1.55 | 1.73 | 2.5 | -0.94 | 0.3 | -2.24 | 3.3 | -0.38 | 5.8 |
| 2006 | 0.89 | 0.98 | 1.62 | 2.76 | -1.88 | 0.84 | 2.87 | 1.63 | 1.8 | 3.23 | 1.66 | 2.6 | 20.6 |
| 2007 | 1.11 | -0.72 | 1.13 | 3.59 | 2.91 | -1.62 | -4.05 | 1.4 | 2.97 | 0.04 | -3.92 | -1.37 | 1.1 |
| 2008 | -4.85 | -3.25 | -0.33 | 2.43 | 1.52 | -7.95 | 0.25 | 2.66 | -5.32 | -15.17 | -4.69 | 1.19 | -30 |
| 2009 | -8.81 | -9.96 | 6.09 | 5.4 | 4.24 | 1 | 6.39 | 3.79 | 2.33 | -0.66 | 5.76 | 2.21 | 17.3 |
| 2010 | -2.11 | 1.95 | 5.29 | 3.02 | -7.6 | -3.76 | 5.95 | -2.94 | 8 | 3.57 | 0.33 | 6.45 | 18.2 |
| 2011 | -0.28 | 5.05 | 1.24 | 3.38 | -0.61 | -1.33 | -2.76 | -3.1 | -6.06 | 9.79 | 0.65 | 2.15 | 7.4 |
| 2012 | 3.06 | 3.34 | 2.69 | 0.38 | -5.73 | 3.81 | 2.06 | 1.51 | 1.57 | -0.38 | 0.33 | 0.13 | 13.1 |
| 2013 | 5.32 | 1.04 | 4.25 | 2.53 | 1.62 | -0.17 | 4.94 | -3.54 | 3.03 | 3.98 | 2.89 | 1.91 | 31.2 |
| 2014 | -3.96 | 4.51 | 2.09 | 0.12 | 1.89 | 2.31 | -2.53 | 3.68 | -1.26 | 3.09 | 2.57 | 0.54 | 13.4 |
| 2015 | -3.27 | 4.64 | -1.24 | -0.51 | 1.14 | -1.89 | 1.46 | -5.85 | -1.74 | 7.09 | 0.46 | -2.18 | -2.5 |
| 2016 | -3.81 | 0.12 | 6.23 | 1.18 | 1.37 | 0.57 | 2.36 | 0.48 | -0.97 | -1.27 | 5.38 | 2.28 | 14.4 |
| 2017 | 0.47 | 3.81 | -0.86 | 0 | 0.65 | 1.1 | 0.83 | -0.56 | 3.7 | 1.85 | 3.32 | 1.56 | 16.9 |
| 2018 | 4.38 | -4.69 | -1.75 | -0.18 | 1.36 | 0.02 | 4.54 | 1.82 | 0.12 | -4.99 | 3.82 | -8.41 | -4.8 |
| 2019 | 6.01 | 3.59 | 0.7 | 3.55 | -5.51 | 6.07 | 1.29 | -2.27 | 3 | 0.72 | 2.57 | 1.7 | 23 |
| 2020 | -1.73 | -8.1 | -16.46 | 9.92 | 2.52 | -0.12 | 4.07 | 5.51 | -4.23 | -2.32 | 12.02 | 0.77 | 1.4 |
| 2021 | -2.19 | 4.69 | 9.36 | 4.19 | 2.5 | -0.67 | 0.98 | 1.46 | -3.76 | 5.86 | -3.69 | 4.19 | 20.8 |
| 2022 | -0.56 | -1.42 | 1.74 | -4.88 | 2.25 | -6.83 | 5.25 | -2.56 | -7.61 | 10.28 | 5.88 | -5.43 | -5.4 |
| 2023 | 2.53 | -3.83 | -1.47 | 1.26 | -5.14 | 5.81 | 3.3 | -3.19 | -3.75 | -2.33 | 5.7 | 3.68 | 1.7 |
| 2024 | -0.09 | 2.67 | 4.16 | -2.83 | 4 |