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JPMorgan Hedged Equity C (JHQCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.66-0.07 (-0.24%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.90%
5-year average return7.94%
Number of years up7
Number of years down3
Best 1-yr total return (29 Apr 2024)15.17%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return15.17%
Worst 3-yr total return4.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJHQCXCategory
YTD5.62%6.64%
1-month0.89%1.03%
3-month5.62%3.58%
1-year14.11%16.67%
3-year6.19%6.96%
5-year8.95%6.01%
10-year7.18%4.42%
Last bull market17.35%12.48%
Last bear market-5.50%-10.95%

Annual total return (%) history

Year
JHQCXCategory
2024
N/AN/A
2023
15.17%N/A
2022
-8.74%N/A
2021
12.60%N/A
2020
13.22%7.16%
2019
12.47%11.34%
2018
-1.46%-3.45%
2017
11.90%6.02%
2016
8.73%3.31%
2015
-2.19%-1.77%
2014
8.82%2.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.62%N/AN/AN/A
20236.61%5.73%-3.01%5.36%
2022-4.79%-5.50%-4.88%6.62%
20214.38%3.79%-0.35%4.30%
2020-5.07%8.80%4.58%4.82%
20193.71%3.29%0.84%4.11%
2018-2.04%2.86%3.62%-5.62%
20173.61%1.96%3.08%2.76%
2016-0.09%1.80%3.06%3.73%
20150.71%-0.46%-5.96%3.75%
20141.48%2.58%0.64%3.88%

Rank in category (by total return)

YTD27
1-month72
3-month27
1-year70
3-year53
5-year24

Load adjusted returns

1-year13.11%
3-year6.19%
5-year8.95%
10-year7.18%