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

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.060.00 (0.00%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.96%
5-year average return15.11%
Number of years up9
Number of years down2
Best 1-yr total return (18 Dec 2023)33.90%
Worst 1-yr total return (18 Dec 2023)N/A
Best 3-yr total return33.90%
Worst 3-yr total return7.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJPECXCategory
YTD21.21%12.38%
1-month8.29%5.09%
3-month2.86%10.28%
1-year13.52%41.70%
3-year8.16%22.56%
5-year12.49%21.98%
10-year11.22%15.99%
Last bull market39.16%25.99%
Last bear market-17.20%-17.29%

Annual total return (%) history

Year
JPECXCategory
2023
N/AN/A
2022
-20.58%N/A
2021
26.87%N/A
2020
24.29%35.86%
2019
29.44%31.90%
2018
-5.80%-2.09%
2017
22.22%27.67%
2016
9.06%3.23%
2015
1.11%3.60%
2014
12.87%10.00%
2013
33.90%33.92%
2012
16.50%15.34%
2011
N/A-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20237.46%8.51%-2.47%N/A
2022-5.83%-17.20%-3.62%5.70%
20215.32%9.06%-0.13%10.60%
2020-17.50%23.78%10.27%10.38%
201912.93%4.26%0.18%9.73%
2018-1.21%3.62%7.64%-14.50%
20176.83%3.02%3.86%6.92%
2016-1.32%0.56%5.27%4.40%
20151.95%0.76%-8.61%7.70%
20141.61%4.65%0.87%5.23%
201310.21%2.83%6.73%10.70%
201214.37%-5.77%7.54%0.52%
2011-0.51%-16.08%11.12%N/A

Rank in category (by total return)

YTD79
1-month94
3-month46
1-year81
3-year19
5-year57

Load adjusted returns

1-year12.52%
3-year8.16%
5-year12.49%
10-year11.22%