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JPMorgan US Equity R4 (JUEQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.52-0.07 (-0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.90%
5-year average return16.58%
Number of years up5
Number of years down2
Best 1-yr total return (27 Jun 2024)31.90%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.90%
Worst 3-yr total return9.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJUEQXCategory
YTD12.05%5.31%
1-month5.14%-4.19%
3-month4.28%3.90%
1-year29.17%20.31%
3-year9.82%6.48%
5-year17.33%11.78%
10-year13.15%10.96%
Last bull market26.77%25.56%
Last bear market-16.33%-15.11%

Annual total return (%) history

Year
JUEQXCategory
2024
N/AN/A
2023
27.02%22.32%
2022
-18.98%-16.96%
2021
28.47%26.07%
2020
26.46%15.83%
2019
31.90%28.78%
2018
-6.13%-6.27%
2017
21.37%20.44%
2016
N/A10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.15%N/AN/AN/A
20237.59%8.48%-2.86%12.03%
2022-4.60%-16.33%-4.40%6.18%
20215.37%7.89%0.81%12.09%
2020-17.08%22.47%9.57%13.65%
201913.51%4.58%0.66%10.39%
2018-1.13%2.99%8.81%-15.27%
20176.67%2.10%4.30%6.85%
20164.87%N/AN/AN/A

Rank in category (by total return)

YTD21
1-month19
3-month19
1-year25
3-year16
5-year3

Load adjusted returns

1-year29.17%
3-year9.82%
5-year17.33%
10-year13.15%