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JPMorgan Small Cap Sustainable Ldrs C (VSSRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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36.82
+0.69
(+1.91%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-2.12%
5-year average return
1.85%
Number of years up
5
Number of years down
2
Best 1-yr total return (29 Apr 2024)
23.36%
Worst 1-yr total return (29 Apr 2024)
N/A
Best 3-yr total return
23.36%
Worst 3-yr total return
-1.69%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
VSSRX
Category
YTD
3.15%
20.19%
1-month
3.66%
0.02%
3-month
3.15%
4.36%
1-year
11.94%
60.18%
3-year
-5.45%
11.32%
5-year
3.54%
13.88%
10-year
5.11%
11.19%
Last bull market
46.27%
27.98%
Last bear market
-19.10%
-24.08%
Annual total return (%) history
Year
VSSRX
Category
2024
N/A
N/A
2023
8.17%
N/A
2022
-21.50%
N/A
2021
11.89%
N/A
2020
12.84%
10.99%
2019
23.36%
23.75%
2018
-12.64%
-12.72%
2017
14.21%
12.28%
2016
N/A
20.78%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.15%
N/A
N/A
N/A
2023
-0.32%
3.21%
-7.26%
13.37%
2022
-8.07%
-19.10%
-2.45%
8.20%
2021
15.93%
2.86%
-7.65%
1.60%
2020
-34.95%
25.87%
4.81%
31.51%
2019
14.65%
1.09%
-4.10%
10.99%
2018
0.25%
7.31%
2.61%
-20.86%
2017
2.28%
2.06%
6.27%
2.96%
2016
8.53%
10.94%
N/A
N/A
Rank in category (by total return)
YTD
83
1-month
52
3-month
83
1-year
90
3-year
100
5-year
99
Load adjusted returns
1-year
10.94%
3-year
-5.45%
5-year
3.54%
10-year
5.11%
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