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JPMorgan Small Cap Sustainable Ldrs C (VSSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.14+0.04 (+0.11%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.54%
5-year average return1.57%
Number of years up5
Number of years down2
Best 1-yr total return (17 Apr 2024)23.36%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return23.36%
Worst 3-yr total return-1.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVSSRXCategory
YTD3.15%20.19%
1-month3.66%0.02%
3-month3.15%4.36%
1-year11.94%60.18%
3-year-5.45%11.32%
5-year3.54%13.88%
10-year5.11%11.19%
Last bull market46.27%27.98%
Last bear market-19.10%-24.08%

Annual total return (%) history

Year
VSSRXCategory
2024
N/AN/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/A20.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.15%N/AN/AN/A
2023-0.32%3.21%-7.26%13.37%
2022-8.07%-19.10%-2.45%8.20%
202115.93%2.86%-7.65%1.60%
2020-34.95%25.87%4.81%31.51%
201914.65%1.09%-4.10%10.99%
20180.25%7.31%2.61%-20.86%
20172.28%2.06%6.27%2.96%
20168.53%10.94%N/AN/A

Rank in category (by total return)

YTD83
1-month52
3-month83
1-year90
3-year100
5-year99

Load adjusted returns

1-year10.94%
3-year-5.45%
5-year3.54%
10-year5.11%