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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.80%
5-year average return4.10%
Number of years up4
Number of years down2
Best 1-yr total return (20 May 2024)23.66%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return23.66%
Worst 3-yr total return-1.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJRJUXCategory
YTD-2.01%20.19%
1-month-5.09%0.02%
3-month1.90%4.36%
1-year8.42%60.18%
3-year-7.39%11.32%
5-year2.10%13.88%
10-year5.13%11.19%
Last bull market25.17%27.98%
Last bear market-19.01%-24.08%

Annual total return (%) history

Year
JRJUXCategory
2024
N/AN/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/A12.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.25%N/AN/AN/A
2023-0.23%3.27%-7.23%13.42%
2022-8.02%-19.01%-2.42%8.28%
202116.01%2.92%-7.60%1.66%
2020-34.90%25.92%4.87%31.57%
201914.71%1.15%-4.04%11.06%
20180.32%7.37%2.67%-20.80%
20173.02%N/AN/AN/A

Rank in category (by total return)

YTD63
1-month14
3-month49
1-year88
3-year99
5-year98

Load adjusted returns

1-year8.42%
3-year-7.39%
5-year2.10%
10-year5.13%