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JPMorgan Equity Focus Fund (JPFRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.06+0.39 (+1.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return24.55%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (27 July 2023)29.93%
Worst 1-yr total return (27 July 2023)N/A
Best 3-yr total return29.93%
Worst 3-yr total return8.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJPFRXCategory
YTD24.55%5.31%
1-month5.19%-4.19%
3-month12.88%3.90%
1-year14.65%20.31%
3-year16.52%6.48%
5-year0.00%11.78%
10-year0.00%10.96%
Last bull market43.22%25.56%
Last bear market-15.67%-15.11%

Annual total return (%) history

Year
JPFRXCategory
2023
N/A22.32%
2022
-17.40%-16.96%
2021
26.24%26.07%
2020
23.84%15.83%
2019
29.93%28.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20238.77%10.68%N/AN/A
2022-0.78%-15.67%-5.48%4.44%
20216.57%8.76%-0.53%9.49%
2020-21.28%23.36%10.35%15.57%
201913.35%4.63%1.08%8.38%

Rank in category (by total return)

YTD6
1-month20
3-month5
1-year41
3-year4
5-year4

Load adjusted returns

1-year18.84%
3-year16.98%
5-year13.31%
10-year13.45%