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JPMorgan Small Cap Sustainable Ldrs R5 (VSSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.65+0.06 (+0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.98%
5-year average return2.99%
Number of years up18
Number of years down9
Best 1-yr total return (22 Apr 2024)42.54%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return42.54%
Worst 3-yr total return-0.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVSSCXCategory
YTD3.41%20.19%
1-month3.76%0.02%
3-month3.41%4.36%
1-year13.00%60.18%
3-year-4.55%11.32%
5-year4.52%13.88%
10-year6.06%11.19%
Last bull market47.41%27.98%
Last bear market-18.90%-24.08%

Annual total return (%) history

Year
VSSCXCategory
2024
N/AN/A
2023
9.18%N/A
2022
-20.76%N/A
2021
12.93%N/A
2020
13.89%10.99%
2019
24.54%23.75%
2018
-11.82%-12.72%
2017
15.30%12.28%
2016
20.37%20.78%
2015
-5.38%-5.38%
2014
9.73%3.79%
2013
42.54%37.39%
2012
19.79%15.46%
2011
-4.58%-4.07%
2010
27.37%25.61%
2009
23.07%31.80%
2008
-31.86%-36.56%
2007
-5.27%-1.10%
2006
15.50%15.03%
2005
3.89%6.75%
2004
22.31%18.94%
2003
35.20%43.41%
2002
-16.95%-16.22%
2001
-4.36%8.92%
2000
11.74%11.89%
1999
-3.55%19.95%
1998
3.41%-3.03%
1997
17.68%26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.41%N/AN/AN/A
2023-0.08%3.46%-7.03%13.61%
2022-7.86%-18.90%-2.24%8.47%
202116.19%3.10%-7.43%1.84%
2020-34.80%26.14%5.06%31.82%
201914.92%1.33%-3.89%11.28%
20180.49%7.56%2.83%-20.66%
20172.53%2.27%6.54%3.21%
2016-3.82%3.45%8.78%11.21%
20153.98%-0.53%-11.82%3.75%
20141.16%4.84%-7.43%11.77%
201313.21%3.55%10.31%10.23%
201213.66%-4.60%7.57%2.70%
20118.42%-0.28%-24.62%17.09%
20109.50%-9.12%10.14%16.21%
2009-17.41%19.69%19.97%3.77%
2008-7.57%0.76%-0.81%-26.24%
20073.07%4.65%-5.16%-7.39%
200614.25%-6.05%-0.53%8.17%
2005-5.13%5.02%3.67%0.59%
20045.52%5.23%-3.38%14.00%
2003-4.60%15.92%6.81%14.47%
20024.83%-6.17%-16.08%0.60%
2001-13.65%10.35%-12.50%14.71%
20005.49%4.97%3.62%-2.61%
1999-9.69%15.15%-13.97%7.80%
199810.74%-4.70%-15.93%16.54%
1997-5.57%17.21%9.73%-3.11%

Rank in category (by total return)

YTD82
1-month48
3-month82
1-year89
3-year99
5-year97

Load adjusted returns

1-year13.00%
3-year-4.55%
5-year4.52%
10-year6.06%