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JPMorgan Trust I - JPMorgan Small Cap Sustainable Leaders Fund (JRJUX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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39.30
+0.31
(+0.80%)
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
3.80%
5-year average return
4.10%
Number of years up
4
Number of years down
2
Best 1-yr total return (20 May 2024)
23.66%
Worst 1-yr total return (20 May 2024)
N/A
Best 3-yr total return
23.66%
Worst 3-yr total return
-1.45%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
JRJUX
Category
YTD
-2.01%
20.19%
1-month
-5.09%
0.02%
3-month
1.90%
4.36%
1-year
8.42%
60.18%
3-year
-7.39%
11.32%
5-year
2.10%
13.88%
10-year
5.13%
11.19%
Last bull market
25.17%
27.98%
Last bear market
-19.01%
-24.08%
Annual total return (%) history
Year
JRJUX
Category
2024
N/A
N/A
2023
8.42%
N/A
2022
-21.30%
N/A
2021
12.16%
N/A
2020
13.11%
10.99%
2019
23.66%
23.75%
2018
-12.41%
-12.72%
2017
N/A
12.28%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.25%
N/A
N/A
N/A
2023
-0.23%
3.27%
-7.23%
13.42%
2022
-8.02%
-19.01%
-2.42%
8.28%
2021
16.01%
2.92%
-7.60%
1.66%
2020
-34.90%
25.92%
4.87%
31.57%
2019
14.71%
1.15%
-4.04%
11.06%
2018
0.32%
7.37%
2.67%
-20.80%
2017
3.02%
N/A
N/A
N/A
Rank in category (by total return)
YTD
63
1-month
14
3-month
49
1-year
88
3-year
99
5-year
98
Load adjusted returns
1-year
8.42%
3-year
-7.39%
5-year
2.10%
10-year
5.13%
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