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JPMorgan Small Cap Blend A (VSCOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.10-0.06 (-0.24%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.91%
5-year average return7.92%
Number of years up18
Number of years down8
Best 1-yr total return (4 Jul 2024)47.26%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return47.26%
Worst 3-yr total return1.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVSCOXCategory
YTD3.61%20.19%
1-month0.28%0.02%
3-month-3.48%4.36%
1-year9.84%60.18%
3-year-0.86%11.32%
5-year8.25%13.88%
10-year10.24%11.19%
Last bull market28.57%27.98%
Last bear market-15.41%-24.08%

Annual total return (%) history

Year
VSCOXCategory
2024
N/AN/A
2023
15.15%N/A
2022
-19.04%N/A
2021
14.13%N/A
2020
24.72%10.99%
2019
30.15%23.75%
2018
-3.67%-12.72%
2017
41.45%12.28%
2016
7.86%20.78%
2015
-2.26%-5.38%
2014
-0.45%3.79%
2013
47.26%37.39%
2012
11.87%15.46%
2011
-3.87%-4.07%
2010
33.38%25.61%
2009
27.37%31.80%
2008
-43.71%-36.56%
2007
13.22%-1.10%
2006
15.16%15.03%
2005
5.29%6.75%
2004
9.82%18.94%
2003
38.47%43.41%
2002
-22.77%-16.22%
2001
-14.33%8.92%
2000
11.42%11.89%
1999
30.13%19.95%
1998
13.46%-3.03%
1997
N/A26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.34%-3.48%N/AN/A
20233.34%5.10%-5.46%12.14%
2022-8.05%-15.41%-0.53%4.65%
202110.11%2.76%-3.28%4.29%
2020-25.74%24.25%5.70%27.86%
201917.59%2.38%-1.42%9.66%
20185.79%8.82%4.17%-19.67%
201711.73%7.57%9.03%7.94%
2016-9.43%6.04%12.59%-0.25%
20155.98%3.50%-15.55%5.52%
20140.38%-3.79%-5.78%9.40%
201312.57%6.60%12.81%8.78%
201213.63%-7.42%8.07%-1.60%
20119.51%-0.93%-24.50%17.38%
20108.52%-8.98%13.56%18.90%
2009-7.48%17.26%13.96%3.03%
2008-16.23%2.08%-9.85%-26.98%
20073.02%6.79%5.59%-2.54%
200616.50%-8.38%-4.26%12.69%
2005-4.82%3.24%4.85%2.19%
20043.15%1.44%-5.57%11.14%
2003-3.79%17.04%8.12%13.73%
20022.29%-10.01%-17.90%2.19%
2001-20.82%13.83%-18.44%16.53%
200019.00%5.11%2.07%-12.72%
1999-7.58%14.12%-0.50%23.99%
199817.28%-2.87%-18.98%22.93%
199722.10%-5.85%N/AN/A

Rank in category (by total return)

YTD31
1-month2
3-month62
1-year56
3-year74
5-year48

Load adjusted returns

1-year4.07%
3-year-2.63%
5-year7.09%
10-year9.64%