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OINCX — JPMorgan Equity Income C

Data as of 2026-10-02 · US · Dividend · window 2016-10-02 → 2026-10-02 (10.0 years) · returns assume dividends reinvested, net of fund fees · Market Data from Tiingo.com

What the history says

OINCX
Total return+191.76%
Annualised (CAGR)+11.30%
Volatility (annualised)+14.03%
Sharpe (rf = 0)0.81
Deepest drawdown-36.94%
Drawdown peak → trough2020-02-14 → 2020-03-23
Dividend yield (12m distributions)8.97% (as of 2026-10-02)

Over the 10.0 years to 2026-10-02 the fund returned +191.76% in total (+11.30% a year), with a deepest drawdown of -36.94% from 2020-02-14 to 2020-03-23. Its worst calendar year was 2018 (-5.16%), its best 2019 (+25.34%).

Every calendar year

Calendar-year returns (net of fees, dividends reinvested)
YearOINCX
2026+13.20%
2025+13.76%
2024+18.35%
2023+3.92%
2022-2.61%
2021+24.24%
2020+2.82%
2019+25.34%
2018-5.16%
2017+16.59%
2016+6.84%

Common questions

How much has OINCX returned over the last 10 years?

+191.76% in total, which works out to +11.30% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.

What was OINCX's worst year?

2018 — its calendar-year return was -5.16% (net of fees, dividends reinvested). Its best year was 2019 (+25.34%).

How deep was OINCX's worst drawdown?

-36.94%, from a peak on 2020-02-14 to a trough on 2020-03-23. From that trough it took 256 days (about 8.4 months) to climb back to the earlier peak.

Does OINCX pay dividends?

Over the last 12 months it distributed 8.97% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.

What this page does not say

It does not say OINCX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -36.94% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.

Run your own window, add fees or a second fund: open OINCX in the tool. History is shown as history, never sold as a forecast.

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