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JPMorgan Developed International Value I (JIESX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.12+0.12 (+0.80%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.92%
5-year average return8.27%
Number of years up14
Number of years down8
Best 1-yr total return (4 July 2024)29.03%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return29.03%
Worst 3-yr total return-3.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJIESXCategory
YTD8.73%11.56%
1-month-4.05%-2.20%
3-month0.89%4.11%
1-year18.38%35.63%
3-year7.66%5.74%
5-year7.74%8.25%
10-year3.26%4.29%
Last bull market20.09%13.65%
Last bear market-12.07%-23.43%

Annual total return (%) history

Year
JIESXCategory
2024
N/AN/A
2023
19.09%N/A
2022
-5.37%N/A
2021
16.48%N/A
2020
-4.01%0.88%
2019
15.40%17.80%
2018
-18.59%-15.44%
2017
21.99%22.08%
2016
2.33%3.34%
2015
-3.08%-3.10%
2014
-10.42%-6.32%
2013
21.12%20.81%
2012
17.57%16.21%
2011
-13.12%-12.77%
2010
9.25%7.48%
2009
29.03%30.33%
2008
-43.60%-42.41%
2007
11.62%9.01%
2006
32.25%25.98%
2005
20.14%13.19%
2004
24.75%21.99%
2003
39.83%39.07%
2002
-17.62%-12.37%
2001
N/A-15.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.77%0.89%N/AN/A
20236.04%3.16%1.15%7.63%
2022-1.91%-12.07%-10.27%22.28%
202110.75%3.29%-0.37%2.20%
2020-31.60%15.47%1.40%19.84%
20197.88%0.97%-2.57%8.74%
2018-1.30%-4.84%0.36%-13.64%
20176.43%4.66%5.11%4.19%
2016-4.93%-2.72%6.60%3.79%
20153.97%2.23%-11.06%2.53%
2014-2.33%3.64%-7.10%-4.75%
20132.41%-0.30%11.96%5.96%
201211.42%-7.05%4.48%8.65%
20113.51%2.38%-22.11%5.26%
20100.79%-15.96%20.20%7.30%
2009-15.79%25.00%20.85%1.43%
2008-10.85%-1.76%-19.10%-20.40%
20073.89%7.49%1.31%-1.34%
200610.46%2.33%4.63%11.83%
20050.44%0.26%13.01%5.57%
20047.65%-0.20%2.57%13.20%
2003-9.16%21.30%7.64%17.89%
20020.12%-0.23%-20.92%4.29%
20016.47%N/AN/AN/A

Rank in category (by total return)

YTD7
1-month81
3-month28
1-year4
3-year5
5-year22

Load adjusted returns

1-year18.38%
3-year7.66%
5-year7.74%
10-year3.26%