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JPMorgan Equity Index I (HLEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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75.57-1.21 (-1.58%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.67%
5-year average return13.35%
Number of years up26
Number of years down6
Best 1-yr total return (28 Apr 2024)32.10%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return32.10%
Worst 3-yr total return7.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHLEIXCategory
YTD10.50%14.84%
1-month3.20%1.65%
3-month10.50%7.55%
1-year29.62%40.47%
3-year11.26%16.77%
5-year14.83%16.15%
10-year12.74%13.21%
Last bull market39.86%24.09%
Last bear market-16.14%-17.61%

Annual total return (%) history

Year
HLEIXCategory
2024
N/AN/A
2023
26.03%N/A
2022
-18.30%N/A
2021
28.47%N/A
2020
18.22%15.83%
2019
31.23%28.78%
2018
-4.61%-6.27%
2017
21.61%20.44%
2016
11.71%10.37%
2015
1.19%-1.07%
2014
13.40%10.96%
2013
32.10%31.50%
2012
15.76%14.96%
2011
1.96%-1.27%
2010
14.82%14.01%
2009
26.42%28.17%
2008
-37.05%-37.79%
2007
5.28%6.16%
2006
15.55%14.17%
2005
4.73%5.88%
2004
10.50%10.02%
2003
28.19%27.05%
2002
-22.28%-22.25%
2001
-12.19%-13.50%
2000
-9.28%-6.31%
1999
20.54%20.16%
1998
28.24%22.39%
1997
33.00%28.37%
1996
22.59%20.76%
1995
37.07%32.35%
1994
0.75%-0.93%
1993
9.37%10.21%
1992
6.85%7.00%
1991
N/A30.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.50%N/AN/AN/A
20237.44%8.68%-3.31%11.63%
2022-4.66%-16.14%-4.96%7.52%
20216.14%8.50%0.52%10.98%
2020-19.62%20.51%8.88%12.08%
201913.58%4.26%1.65%9.02%
2018-0.81%3.38%7.67%-13.59%
20176.01%3.02%4.45%6.60%
20161.29%2.42%3.81%3.75%
20150.90%0.21%-6.46%6.99%
20141.69%5.19%1.07%4.89%
201310.56%2.86%5.18%10.45%
201212.54%-2.81%6.31%-0.44%
20115.88%0.07%-13.91%11.79%
20105.33%-11.46%11.23%10.69%
2009-10.95%15.90%15.58%5.98%
2008-9.47%-2.77%-8.42%-21.92%
20070.61%6.18%1.98%-3.36%
20064.18%-1.50%5.62%6.62%
2005-2.21%1.34%3.58%2.03%
20041.58%1.64%-1.94%9.15%
2003-3.26%15.30%2.55%12.07%
20020.17%-13.43%-17.34%8.42%
2001-11.92%5.75%-14.75%10.59%
20002.24%-2.71%-1.04%-7.84%
19994.95%6.91%-6.29%14.64%
199813.83%3.19%-9.96%21.26%
19972.57%17.37%7.38%2.87%
19965.32%4.35%3.01%8.28%
19959.63%9.52%7.81%5.89%
1994-3.96%0.12%4.72%0.05%
19934.27%0.23%2.38%2.22%
1992-2.69%1.52%2.99%5.03%
19918.41%N/AN/AN/A

Rank in category (by total return)

YTD41
1-month58
3-month41
1-year39
3-year29
5-year29

Load adjusted returns

1-year29.62%
3-year11.26%
5-year14.83%
10-year12.74%