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JPMorgan U.S. Value Fund (JGRUX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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79.46
0.00
(0.00%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
7.88%
5-year average return
10.98%
Number of years up
4
Number of years down
2
Best 1-yr total return (4 Jul 2024)
28.15%
Worst 1-yr total return (4 Jul 2024)
N/A
Best 3-yr total return
28.15%
Worst 3-yr total return
7.42%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
JGRUX
Category
YTD
8.07%
4.44%
1-month
-0.66%
-4.04%
3-month
-0.32%
4.09%
1-year
13.99%
14.37%
3-year
7.31%
6.04%
5-year
11.30%
9.20%
10-year
9.76%
8.57%
Last bull market
20.89%
22.97%
Last bear market
-9.70%
-11.27%
Annual total return (%) history
Year
JGRUX
Category
2024
N/A
N/A
2023
9.45%
11.63%
2022
-2.33%
-5.90%
2021
27.20%
26.22%
2020
4.54%
2.91%
2019
28.15%
25.04%
2018
-7.47%
-8.53%
2017
N/A
15.94%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.42%
-0.32%
N/A
N/A
2023
-0.49%
4.27%
-2.88%
8.60%
2022
-0.41%
-9.70%
-3.64%
12.73%
2021
11.73%
6.43%
-0.77%
7.80%
2020
-26.12%
15.83%
5.52%
15.77%
2019
10.96%
3.90%
2.03%
8.94%
2018
-1.59%
1.37%
5.55%
-12.12%
2017
7.21%
N/A
N/A
N/A
Rank in category (by total return)
YTD
38
1-month
55
3-month
25
1-year
56
3-year
37
5-year
26
Load adjusted returns
1-year
13.99%
3-year
7.31%
5-year
11.30%
10-year
9.76%
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