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JPMorgan Equity Income Fund I Class (HLIEX) Performance

Explore the performance of JPMorgan Equity Income Fund I Class compared to the S&P Index and the Equity category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00015,00020,00025,00030,00020192020202120222023202420252026
  • 30,294.49SPY
  • 18,725.55HLIEX
  • 29,064.83Equity

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%11.03%
HLIEX22.65%1.49%20.88%-5.72%1.82%4.18%3.38%19.92%