JPMorgan Equity Income Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -1.39 | 0 |
| 1998 | 0.05 | 5.14 | 5.05 | 0.29 | -0.85 | 2.05 | -1.83 | -16.95 | 5.27 | 6.93 | 4.23 | 0.35 | 7.7 |
| 1999 | -1 | -1.17 | 1.53 | 5.72 | -1.71 | 3.17 | -3.04 | -2.12 | -3.94 | 5.74 | -1.66 | -5.57 | -4.7 |
| 2000 | -3.98 | -8.83 | 10.07 | 1.43 | 2.13 | -2.34 | 0.14 | 4.24 | 0.97 | 2.27 | -2.15 | 3.24 | 6.2 |
| 2001 | -0.98 | -3.24 | -3.92 | 4.72 | 1.38 | -3.2 | 0.26 | -3.5 | -4.61 | -0.47 | 4.54 | 1.51 | -7.8 |
| 2002 | -1.52 | 1.07 | 2.89 | -4.68 | -0.32 | -5.65 | -6.62 | 0.04 | -11.27 | 6.64 | 4.27 | -4.22 | -19 |
| 2003 | -2.84 | -2.2 | 1.02 | 7.58 | 4.06 | 0.5 | 1.39 | 0.69 | -0.22 | 4.68 | 0.49 | 5.08 | 21.6 |
| 2004 | 1.31 | 1.66 | -1.2 | -1.37 | 0.69 | 1.79 | -2.4 | 1.63 | 0.29 | 1.25 | 3.76 | 2.62 | 10.3 |
| 2005 | -1.45 | 3.51 | -1.47 | -0.74 | 1.57 | 1.63 | 2.47 | -0.98 | 0.25 | -2.29 | 3.2 | -0.43 | 5.2 |
| 2006 | 0.95 | 0.95 | 1.57 | 2.64 | -1.94 | 0.79 | 2.85 | 1.59 | 1.77 | 3.13 | 1.69 | 2.5 | 20.1 |
| 2007 | 1.07 | -0.77 | 1.1 | 3.57 | 2.88 | -1.68 | -4.11 | 1.37 | 2.87 | 0.08 | -4 | -1.33 | 0.7 |
| 2008 | -5.02 | -3.31 | -0.27 | 2.41 | 1.48 | -8.03 | 0.22 | 2.52 | -5.3 | -15.22 | -4.76 | 1.15 | -30.4 |
| 2009 | -8.92 | -9.92 | 6.1 | 5.21 | 4.23 | 0.94 | 6.41 | 3.63 | 2.44 | -0.71 | 5.63 | 2.18 | 16.7 |
| 2010 | -2.17 | 1.93 | 5.29 | 3.04 | -7.69 | -3.83 | 5.97 | -2.87 | 7.88 | 3.43 | 0.29 | 6.48 | 17.8 |
| 2011 | -0.32 | 4.94 | 1.22 | 3.27 | -0.65 | -1.27 | -2.9 | -3.06 | -6.04 | 9.6 | 0.62 | 2.12 | 6.8 |
| 2012 | 3.06 | 3.22 | 2.67 | 0.35 | -5.82 | 3.81 | 1.95 | 1.49 | 1.55 | -0.41 | 0.39 | -0.01 | 12.6 |
| 2013 | 5.27 | 1.01 | 4.16 | 2.52 | 1.51 | -0.13 | 4.88 | -3.62 | 3.03 | 3.91 | 2.89 | 1.88 | 30.6 |
| 2014 | -4.09 | 4.48 | 2.07 | 0.16 | 1.79 | 2.22 | -2.59 | 3.69 | -1.32 | 3.01 | 2.57 | 0.51 | 12.9 |
| 2015 | -3.31 | 4.59 | -1.3 | -0.56 | 1.11 | -1.96 | 1.47 | -5.89 | -1.8 | 7.09 | 0.43 | -2.26 | -3 |
| 2016 | -3.87 | 0 | 6.29 | 1.12 | 1.36 | 0.58 | 2.25 | 0.48 | -1.02 | -1.29 | 5.28 | 2.28 | 13.9 |
| 2017 | 0.48 | 3.66 | -0.85 | 0 | 0.8 | 1.08 | 0.78 | -0.61 | 3.66 | 1.82 | 3.28 | 1.49 | 16.6 |
| 2018 | 4.34 | -4.69 | -1.83 | -0.18 | 1.28 | -0.01 | 4.55 | 1.76 | 0.08 | -5.07 | 3.8 | -8.38 | -5.2 |
| 2019 | 5.89 | 3.57 | 0.72 | 3.5 | -5.51 | 6.07 | 1.26 | -2.26 | 3.01 | 0.67 | 2.62 | 1.63 | 22.7 |
| 2020 | -1.71 | -8.05 | -16.51 | 9.92 | 2.53 | -0.14 | 4.09 | 5.44 | -3.89 | -2.26 | 12.04 | 0.67 | 1.4 |
| 2021 | -2.18 | 4.59 | 9.19 | 4.16 | 2.46 | -0.68 | 0.96 | 1.45 | -3.75 | 5.84 | -3.68 | 4.14 | 20.7 |
| 2022 | -0.57 | -1.41 | 1.69 | -4.86 | 2.21 | -6.8 | 5.22 | -2.53 | -7.64 | 10.31 | 5.83 | -5.42 | -5.5 |
| 2023 | 2.54 | -3.88 | -1.45 | 1.24 | -5.17 | 5.85 | 3.28 | -3.17 | -3.79 | -2.34 | 5.73 | 3.63 | 1.6 |
| 2024 | -0.09 | 2.64 | 4.17 | -4.09 | 3.8 |