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JPMorgan US Equity R3 (JUEPX)
At close: 8:05 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 27.24% |
| 5y Average Return | 17.48% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 6, 2024) | 31.62% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 31.62% |
| Worst 3Y Total Return | 9.32% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JUEPX
Category
- YTD
- 21.72%
- 5.31%
- 1-Month
- -0.51%
- -4.19%
- 3-Month
- 3.59%
- 3.90%
- 1-Year
- 38.74%
- 20.31%
- 3-Year
- 8.76%
- 6.48%
- 5-Year
- 16.69%
- 11.78%
- 10-Year
- 13.10%
- 10.96%
- Last Bull Market
- 26.60%
- 25.56%
- Last Bear Market
- -16.36%
- -15.11%
Annual Total Return (%) History
Year
JUEPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 11.07% | 4.20% | 5.70% | -- |
| 2023 | 7.46% | 8.43% | -2.95% | 12.01% |
| 2022 | -4.64% | -16.36% | -4.44% | 6.10% |
| 2021 | 5.28% | 7.87% | 0.70% | 12.01% |
| 2020 | -17.18% | 22.39% | 9.50% | 13.61% |
| 2019 | 13.45% | 4.47% | 0.66% | 10.32% |
| 2018 | -1.13% | 2.92% | 8.73% | -15.30% |
| 2017 | 6.58% | 2.09% | 4.19% | 6.76% |
| 2016 | 4.82% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 16 |
| 1-Month | 21 |
| 3-Month | 34 |
| 1-Year | 18 |
| 3-Year | 29 |
| 5-Year | 4 |
Load Adjusted Returns
| 1-Year | 38.74% |
| 3-Year | 8.76% |
| 5-Year | 16.69% |
| 10-Year | 13.10% |
Performance & Risk
| YTD Return | 27.24% |
| 5y Average Return | 17.48% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | JPMorgan |
| Net Assets | 31.7B |
| YTD Return | 21.72% |
| Yield | 0.35% |
| Morningstar Rating | |
| Inception Date | Sep 10, 2001 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.
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