Singapore markets open in 4 hours 27 minutes

JPMorgan Hedged Equity I (JHEQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
29.21+0.23 (+0.79%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.63%
5-year average return8.94%
Number of years up7
Number of years down3
Best 1-yr total return (22 Apr 2024)16.06%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return16.06%
Worst 3-yr total return5.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJHEQXCategory
YTD5.83%6.64%
1-month0.96%1.03%
3-month5.83%3.58%
1-year15.00%16.67%
3-year7.01%6.96%
5-year9.77%6.01%
10-year7.99%4.42%
Last bull market18.06%12.48%
Last bear market-5.33%-10.95%

Annual total return (%) history

Year
JHEQXCategory
2024
N/AN/A
2023
16.06%N/A
2022
-8.06%N/A
2021
13.43%N/A
2020
14.10%7.16%
2019
13.31%11.34%
2018
-0.71%-3.45%
2017
12.70%6.02%
2016
9.58%3.31%
2015
-1.43%-1.77%
2014
9.62%2.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.83%N/AN/AN/A
20236.81%5.93%-2.87%5.60%
2022-4.60%-5.33%-4.72%6.84%
20214.54%4.02%-0.16%4.49%
2020-4.93%9.06%4.76%5.04%
20193.91%3.44%1.07%4.31%
2018-1.86%3.07%3.78%-5.42%
20173.79%2.16%3.23%2.96%
20160.13%1.98%3.23%3.96%
20150.89%-0.25%-5.75%3.92%
20141.71%2.71%0.85%4.05%

Rank in category (by total return)

YTD24
1-month69
3-month24
1-year62
3-year41
5-year12

Load adjusted returns

1-year15.00%
3-year7.01%
5-year9.77%
10-year7.99%