Singapore markets close in 5 hours 20 minutes

JPMorgan US Equity R5 (JUSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.98-0.03 (-0.12%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.77%
5-year average return16.64%
Number of years up13
Number of years down4
Best 1-yr total return (20 May 2024)36.07%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return36.07%
Worst 3-yr total return8.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJUSRXCategory
YTD6.57%5.31%
1-month-4.14%-4.19%
3-month5.09%3.90%
1-year24.48%20.31%
3-year8.07%6.48%
5-year14.79%11.78%
10-year13.04%10.96%
Last bull market26.89%25.56%
Last bear market-16.32%-15.11%

Annual total return (%) history

Year
JUSRXCategory
2024
N/AN/A
2023
27.25%22.32%
2022
-18.86%-16.96%
2021
28.69%26.07%
2020
26.61%15.83%
2019
32.05%28.78%
2018
-5.88%-6.27%
2017
21.58%20.44%
2016
10.86%10.37%
2015
0.84%-1.07%
2014
13.95%10.96%
2013
36.07%31.50%
2012
17.40%14.96%
2011
-1.48%-1.27%
2010
14.42%14.01%
2009
33.29%28.17%
2008
-34.51%-37.79%
2007
10.49%6.16%
2006
N/A14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.18%N/AN/AN/A
20237.59%8.54%-2.81%12.12%
2022-4.54%-16.32%-4.34%6.19%
20215.44%7.94%0.85%12.12%
2020-17.10%22.59%9.58%13.69%
201913.50%4.60%0.76%10.39%
2018-1.03%3.00%8.88%-15.21%
20176.72%2.18%4.32%6.87%
2016-0.87%1.35%5.18%4.91%
20151.82%0.35%-7.91%7.18%
20141.75%4.85%1.27%5.47%
201310.70%3.62%6.84%11.02%
201214.56%-4.76%7.05%0.51%
20114.85%-0.10%-15.31%11.06%
20105.03%-12.07%11.15%11.47%
2009-8.32%17.47%15.53%7.12%
2008-9.11%-1.89%-7.57%-20.55%
20071.61%7.93%3.68%-2.83%
20065.71%7.53%N/AN/A

Rank in category (by total return)

YTD26
1-month45
3-month19
1-year18
3-year21
5-year3

Load adjusted returns

1-year24.48%
3-year8.07%
5-year14.79%
10-year13.04%