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JPMorgan Trust I - JPMorgan Tax Aware Equity Fund (JPEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.190.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return24.57%
5-year average return15.69%
Number of years up9
Number of years down2
Best 1-yr total return (18 Dec 2023)34.57%
Worst 1-yr total return (18 Dec 2023)N/A
Best 3-yr total return34.57%
Worst 3-yr total return8.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJPEAXCategory
YTD21.79%12.38%
1-month8.37%5.09%
3-month3.00%10.28%
1-year14.10%41.70%
3-year8.70%22.56%
5-year13.05%21.98%
10-year11.78%15.99%
Last bull market39.76%25.99%
Last bear market-17.10%-17.29%

Annual total return (%) history

Year
JPEAXCategory
2023
N/AN/A
2022
-20.19%N/A
2021
27.53%N/A
2020
24.92%35.86%
2019
30.07%31.90%
2018
-5.34%-2.09%
2017
22.83%27.67%
2016
9.58%3.23%
2015
1.66%3.60%
2014
13.40%10.00%
2013
34.57%33.92%
2012
17.09%15.34%
2011
N/A-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20237.59%8.64%-2.33%N/A
2022-5.75%-17.10%-3.49%5.83%
20215.45%9.20%0.00%10.75%
2020-17.39%23.93%10.40%10.53%
201913.09%4.37%0.30%9.86%
2018-1.09%3.74%7.76%-14.38%
20176.93%3.19%3.96%7.08%
2016-1.22%0.68%5.42%4.51%
20152.13%0.88%-8.53%7.88%
20141.73%4.80%0.99%5.33%
201310.31%2.98%6.88%10.84%
201214.54%-5.68%7.72%0.62%
2011-0.38%-15.96%11.26%N/A

Rank in category (by total return)

YTD78
1-month93
3-month44
1-year80
3-year15
5-year48

Load adjusted returns

1-year8.11%
3-year6.76%
5-year11.84%
10-year11.18%