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JPMorgan US Equity R3 (JUEPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
26.36-0.39 (-1.46%)
At close: 06:25PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return27.24%
5-Year Average Return17.48%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Nov 5, 2024)31.62%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return31.62%
Worst 3-Yr Total Return9.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJUEPXCategory
YTD21.72%5.31%
1-Month-0.51%-4.19%
3-Month3.59%3.90%
1-Year38.74%20.31%
3-Year8.76%6.48%
5-Year16.69%11.78%
10-Year13.10%10.96%
Last Bull Market26.60%25.56%
Last Bear Market-16.36%-15.11%

Annual Total Return (%) History

Year
JUEPXCategory
2024
N/AN/A
2023
26.66%22.32%
2022
-19.13%-16.96%
2021
28.11%26.07%
2020
26.11%15.83%
2019
31.62%28.78%
2018
-6.30%-6.27%
2017
21.03%20.44%
2016
N/A10.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.07%4.20%5.70%N/A
20237.46%8.43%-2.95%12.01%
2022-4.64%-16.36%-4.44%6.10%
20215.28%7.87%0.70%12.01%
2020-17.18%22.39%9.50%13.61%
201913.45%4.47%0.66%10.32%
2018-1.13%2.92%8.73%-15.30%
20176.58%2.09%4.19%6.76%
20164.82%N/AN/AN/A

Rank In Category (By Total Return)

YTD16
1-Month21
3-Month34
1-Year18
3-Year29
5-Year4

Load Adjusted Returns

1-Year38.74%
3-Year8.76%
5-Year16.69%
10-Year13.10%