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JPMorgan Small Cap Sustainable Ldrs I (VSSWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.52-0.01 (-0.02%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.65%
5-year average return5.02%
Number of years up4
Number of years down2
Best 1-yr total return (19 May 2024)24.32%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return24.32%
Worst 3-yr total return-0.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVSSWXCategory
YTD-1.86%20.19%
1-month-5.05%0.02%
3-month2.01%4.36%
1-year8.95%60.18%
3-year-6.93%11.32%
5-year2.61%13.88%
10-year5.64%11.19%
Last bull market25.43%27.98%
Last bear market-18.93%-24.08%

Annual total return (%) history

Year
VSSWXCategory
2024
N/AN/A
2023
8.99%N/A
2022
-20.93%N/A
2021
12.72%N/A
2020
13.68%10.99%
2019
24.32%23.75%
2018
-11.99%-12.72%
2017
N/A12.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.36%N/AN/AN/A
2023-0.11%3.40%-7.07%13.55%
2022-7.90%-18.93%-2.29%8.38%
202116.14%3.05%-7.48%1.79%
2020-34.83%26.08%5.01%31.75%
201914.86%1.29%-3.92%11.21%
20180.43%7.51%2.80%-20.72%
20172.22%6.49%3.15%N/A

Rank in category (by total return)

YTD61
1-month13
3-month47
1-year88
3-year99
5-year97

Load adjusted returns

1-year8.95%
3-year-6.93%
5-year2.61%
10-year5.64%