Singapore markets close in 3 hours 22 minutes

JPMorgan US Equity C (JUECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
22.55+0.05 (+0.22%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.05%
5-year average return15.61%
Number of years up16
Number of years down6
Best 1-yr total return (16 May 2024)34.94%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return34.94%
Worst 3-yr total return7.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJUECXCategory
YTD6.27%5.31%
1-month-4.22%-4.19%
3-month4.86%3.90%
1-year23.38%20.31%
3-year7.09%6.48%
5-year13.76%11.78%
10-year12.04%10.96%
Last bull market26.39%25.56%
Last bear market-16.46%-15.11%

Annual total return (%) history

Year
JUECXCategory
2024
N/AN/A
2023
26.10%22.32%
2022
-19.59%-16.96%
2021
27.54%26.07%
2020
25.45%15.83%
2019
30.90%28.78%
2018
-6.76%-6.27%
2017
20.49%20.44%
2016
9.94%10.37%
2015
-0.01%-1.07%
2014
12.88%10.96%
2013
34.94%31.50%
2012
16.30%14.96%
2011
-2.29%-1.27%
2010
13.39%14.01%
2009
32.05%28.17%
2008
-35.15%-37.79%
2007
9.40%6.16%
2006
16.21%14.17%
2005
1.65%5.88%
2004
9.74%10.02%
2003
31.29%27.05%
2002
-27.37%-22.25%
2001
N/A-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.96%N/AN/AN/A
20237.38%8.30%-3.05%11.84%
2022-4.78%-16.46%-4.58%5.93%
20215.21%7.68%0.63%11.88%
2020-17.27%22.25%9.39%13.40%
201913.27%4.34%0.49%10.21%
2018-1.33%2.81%8.64%-15.40%
20176.42%1.95%4.10%6.68%
2016-1.10%1.16%4.88%4.78%
20151.57%0.15%-8.07%6.93%
20141.49%4.61%1.11%5.15%
201310.40%3.48%6.55%10.85%
201214.30%-4.97%6.80%0.26%
20114.56%-0.31%-15.50%10.94%
20104.79%-12.27%10.86%11.26%
2009-8.52%17.16%15.29%6.86%
2008-9.27%-2.16%-7.88%-20.69%
20071.39%7.65%3.40%-3.07%
20064.12%-1.30%5.42%7.26%
2005-3.36%0.98%2.56%1.56%
20041.91%0.99%-1.66%8.43%
2003-2.89%17.67%1.85%12.81%
2002-2.20%-16.06%-18.32%8.32%
200114.07%N/AN/AN/A

Rank in category (by total return)

YTD31
1-month50
3-month22
1-year27
3-year45
5-year10

Load adjusted returns

1-year22.38%
3-year7.09%
5-year13.76%
10-year12.04%