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JPMorgan US Equity I (JUESX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.11+0.30 (+1.32%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.87%
5-year average return15.08%
Number of years up17
Number of years down5
Best 1-yr total return (2 May 2024)35.82%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return35.82%
Worst 3-yr total return8.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJUESXCategory
YTD6.56%14.84%
1-month-4.15%1.65%
3-month5.07%7.55%
1-year24.34%40.47%
3-year7.90%16.77%
5-year14.62%16.15%
10-year12.86%13.21%
Last bull market26.83%24.09%
Last bear market-16.35%-17.61%

Annual total return (%) history

Year
JUESXCategory
2024
N/AN/A
2023
27.04%N/A
2022
-18.98%N/A
2021
28.47%N/A
2020
26.41%15.83%
2019
31.91%28.78%
2018
-6.07%-6.27%
2017
21.40%20.44%
2016
10.67%10.37%
2015
0.64%-1.07%
2014
13.69%10.96%
2013
35.82%31.50%
2012
17.10%14.96%
2011
-1.56%-1.27%
2010
14.24%14.01%
2009
32.94%28.17%
2008
-34.64%-37.79%
2007
10.29%6.16%
2006
17.14%14.17%
2005
2.46%5.88%
2004
10.80%10.02%
2003
32.42%27.05%
2002
-26.62%-22.25%
2001
N/A-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.17%N/AN/AN/A
20237.58%8.47%-2.85%12.07%
2022-4.59%-16.35%-4.39%6.17%
20215.36%7.93%0.76%12.12%
2020-17.17%22.53%9.56%13.69%
201913.47%4.57%0.66%10.44%
2018-1.13%2.97%8.86%-15.25%
20176.68%2.14%4.28%6.84%
2016-0.91%1.37%5.06%4.87%
20151.74%0.37%-7.97%7.10%
20141.70%4.80%1.23%5.37%
201310.66%3.57%6.73%11.03%
201214.42%-4.82%7.02%0.47%
20114.82%-0.15%-15.28%11.02%
20105.10%-12.13%11.00%11.44%
2009-8.37%17.44%15.37%7.08%
2008-9.17%-1.94%-7.62%-20.57%
20071.56%7.88%3.63%-2.87%
20064.37%-1.19%5.67%7.48%
2005-3.20%1.26%2.74%1.74%
20042.25%1.14%-1.37%8.63%
2003-2.68%18.00%2.04%13.01%
2002-1.91%-15.81%-18.10%8.51%
200114.17%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month45
3-month19
1-year19
3-year25
5-year4

Load adjusted returns

1-year24.34%
3-year7.90%
5-year14.62%
10-year12.86%