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JPMorgan US Equity R3 (JUEPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.14+0.26 (+1.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.98%
5-year average return15.16%
Number of years up5
Number of years down2
Best 1-yr total return (5 May 2024)31.62%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return31.62%
Worst 3-yr total return9.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJUEPXCategory
YTD6.46%14.84%
1-month-4.15%1.65%
3-month5.01%7.55%
1-year23.98%40.47%
3-year7.62%16.77%
5-year14.33%16.15%
10-year12.61%13.21%
Last bull market26.60%24.09%
Last bear market-16.36%-17.61%

Annual total return (%) history

Year
JUEPXCategory
2024
N/AN/A
2023
26.66%N/A
2022
-19.13%N/A
2021
28.11%N/A
2020
26.11%15.83%
2019
31.62%28.78%
2018
-6.30%-6.27%
2017
21.03%20.44%
2016
N/A10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.07%N/AN/AN/A
20237.46%8.43%-2.95%12.01%
2022-4.64%-16.36%-4.44%6.10%
20215.28%7.87%0.70%12.01%
2020-17.18%22.39%9.50%13.61%
201913.45%4.47%0.66%10.32%
2018-1.13%2.92%8.73%-15.30%
20176.58%2.09%4.19%6.76%
20164.82%N/AN/AN/A

Rank in category (by total return)

YTD28
1-month45
3-month20
1-year22
3-year32
5-year6

Load adjusted returns

1-year23.98%
3-year7.62%
5-year14.33%
10-year12.61%