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JPMorgan US Equity R6 (JUEMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.82+0.19 (+0.77%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.28%
5-year average return17.41%
Number of years up10
Number of years down3
Best 1-yr total return (16 Jun 2024)36.20%
Worst 1-yr total return (16 Jun 2024)N/A
Best 3-yr total return36.20%
Worst 3-yr total return8.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJUEMXCategory
YTD12.11%5.31%
1-month5.14%-4.19%
3-month4.35%3.90%
1-year29.46%20.31%
3-year10.08%6.48%
5-year17.63%11.78%
10-year13.41%10.96%
Last bull market26.91%25.56%
Last bear market-16.26%-15.11%

Annual total return (%) history

Year
JUEMXCategory
2024
N/AN/A
2023
27.35%22.32%
2022
-18.77%-16.96%
2021
28.80%26.07%
2020
26.74%15.83%
2019
32.28%28.78%
2018
-5.86%-6.27%
2017
21.71%20.44%
2016
10.91%10.37%
2015
0.90%-1.07%
2014
13.98%10.96%
2013
36.20%31.50%
2012
17.43%14.96%
2011
-1.33%-1.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.22%N/AN/AN/A
20237.60%8.59%-2.83%12.17%
2022-4.55%-16.26%-4.36%6.26%
20215.40%8.00%0.87%12.17%
2020-17.10%22.57%9.65%13.74%
201913.59%4.61%0.78%10.46%
2018-1.06%3.03%8.90%-15.20%
20176.80%2.13%4.40%6.89%
2016-0.86%1.36%5.19%4.92%
20151.76%0.43%-7.89%7.18%
20141.69%4.93%1.28%5.47%
201310.70%3.63%6.85%11.10%
201214.56%-4.75%7.05%0.52%
20114.87%-0.09%-15.21%11.06%

Rank in category (by total return)

YTD20
1-month19
3-month18
1-year22
3-year13
5-year2

Load adjusted returns

1-year29.46%
3-year10.08%
5-year17.63%
10-year13.41%