Singapore markets close in 1 hour 24 minutes

JPMorgan Mid Cap Equity I (VSNGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
60.03+0.46 (+0.77%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.53%
5-year average return10.14%
Number of years up21
Number of years down6
Best 1-yr total return (18 Apr 2024)36.74%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return36.74%
Worst 3-yr total return5.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVSNGXCategory
YTD9.48%17.04%
1-month4.04%-0.01%
3-month9.48%5.47%
1-year23.21%50.44%
3-year5.86%13.15%
5-year12.10%13.75%
10-year10.54%11.35%
Last bull market40.31%25.95%
Last bear market-15.44%-22.55%

Annual total return (%) history

Year
VSNGXCategory
2024
N/AN/A
2023
16.16%N/A
2022
-16.04%N/A
2021
20.06%N/A
2020
22.63%12.39%
2019
32.91%26.21%
2018
-8.29%-11.15%
2017
21.35%15.93%
2016
7.36%14.14%
2015
0.15%-4.75%
2014
12.86%7.80%
2013
36.74%34.10%
2012
18.10%16.15%
2011
-1.80%-3.81%
2010
24.02%22.52%
2009
34.18%37.39%
2008
-38.51%-39.18%
2007
9.81%4.85%
2006
14.27%14.03%
2005
9.60%9.25%
2004
19.36%16.30%
2003
32.29%36.28%
2002
-13.40%-16.55%
2001
-3.96%-3.12%
2000
14.71%6.36%
1999
25.06%20.92%
1998
16.22%10.36%
1997
15.00%25.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.48%N/AN/AN/A
20233.22%5.18%-4.86%12.45%
2022-5.43%-15.44%-3.25%8.52%
20218.07%6.23%-1.37%6.04%
2020-23.78%25.11%7.26%19.90%
201918.06%4.75%-0.56%8.07%
20180.89%2.03%5.81%-15.79%
20176.20%4.36%4.09%5.19%
20160.05%1.66%3.73%1.77%
20154.95%0.90%-8.66%3.55%
20143.57%4.55%-2.06%6.41%
201311.84%2.99%8.60%9.31%
201214.65%-4.71%6.13%1.85%
20116.93%0.76%-19.00%12.52%
20107.05%-8.99%12.34%13.32%
2009-7.11%15.66%17.24%6.51%
2008-11.26%3.43%-11.41%-24.38%
20073.42%6.16%2.18%-2.11%
20068.27%-2.64%2.47%5.79%
20050.60%3.17%3.25%2.27%
20046.30%2.03%-1.57%11.81%
2003-1.42%15.29%4.27%11.63%
20021.66%-7.38%-13.47%6.29%
2001-11.32%9.41%-15.40%17.00%
20009.56%-2.63%8.55%-0.94%
1999-2.73%11.77%-2.72%18.25%
199817.19%0.53%-19.47%22.50%
1997-9.30%17.74%11.28%-3.23%

Rank in category (by total return)

YTD43
1-month66
3-month43
1-year42
3-year65
5-year23

Load adjusted returns

1-year23.21%
3-year5.86%
5-year12.10%
10-year10.54%