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JPMorgan Small Cap Equity R3 (JSEPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.10+0.02 (+0.05%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.91%
5-year average return7.00%
Number of years up5
Number of years down2
Best 1-yr total return (17 Jun 2024)28.08%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return28.08%
Worst 3-yr total return2.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSEPXCategory
YTD2.16%20.19%
1-month3.75%0.02%
3-month-0.19%4.36%
1-year16.72%60.18%
3-year-0.62%11.32%
5-year8.41%13.88%
10-year8.40%11.19%
Last bull market26.19%27.98%
Last bear market-14.09%-24.08%

Annual total return (%) history

Year
JSEPXCategory
2024
N/AN/A
2023
11.62%N/A
2022
-16.31%N/A
2021
15.71%N/A
2020
18.22%10.99%
2019
28.08%23.75%
2018
-9.23%-12.72%
2017
15.31%12.28%
2016
N/A20.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.39%N/AN/AN/A
20232.46%3.15%-5.98%12.33%
2022-7.47%-14.09%-4.52%10.27%
20217.01%3.78%-1.36%5.63%
2020-28.13%24.67%5.05%25.61%
201913.50%5.40%-0.16%7.24%
20180.18%5.44%5.03%-18.18%
20173.64%2.77%3.92%4.17%
20167.14%N/AN/AN/A

Rank in category (by total return)

YTD73
1-month84
3-month93
1-year86
3-year77
5-year80

Load adjusted returns

1-year16.72%
3-year-0.62%
5-year8.41%
10-year8.40%