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JPMorgan US Equity R4 (JUEQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
26.57-0.40 (-1.48%)
At close: 06:07PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return27.49%
5-Year Average Return17.77%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Nov 5, 2024)31.90%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return31.90%
Worst 3-Yr Total Return9.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJUEQXCategory
YTD22.00%5.31%
1-Month-0.46%-4.19%
3-Month3.66%3.90%
1-Year39.15%20.31%
3-Year9.04%6.48%
5-Year16.99%11.78%
10-Year13.39%10.96%
Last Bull Market26.77%25.56%
Last Bear Market-16.33%-15.11%

Annual Total Return (%) History

Year
JUEQXCategory
2024
N/AN/A
2023
27.02%22.32%
2022
-18.98%-16.96%
2021
28.47%26.07%
2020
26.46%15.83%
2019
31.90%28.78%
2018
-6.13%-6.27%
2017
21.37%20.44%
2016
N/A10.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.15%4.27%5.76%N/A
20237.59%8.48%-2.86%12.03%
2022-4.60%-16.33%-4.40%6.18%
20215.37%7.89%0.81%12.09%
2020-17.08%22.47%9.57%13.65%
201913.51%4.58%0.66%10.39%
2018-1.13%2.99%8.81%-15.27%
20176.67%2.10%4.30%6.85%
20164.87%N/AN/AN/A

Rank In Category (By Total Return)

YTD14
1-Month19
3-Month28
1-Year15
3-Year23
5-Year3

Load Adjusted Returns

1-Year39.15%
3-Year9.04%
5-Year16.99%
10-Year13.39%