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JPMorgan Equity Focus Fund (JPFSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.21+0.37 (+1.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return24.29%
5-year average return13.04%
Number of years up9
Number of years down2
Best 1-yr total return (27 July 2023)39.81%
Worst 1-yr total return (27 July 2023)N/A
Best 3-yr total return39.81%
Worst 3-yr total return6.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJPFSXCategory
YTD24.29%5.31%
1-month5.07%-4.19%
3-month12.71%3.90%
1-year14.27%20.31%
3-year16.20%6.48%
5-year13.04%11.78%
10-year12.96%10.96%
Last bull market42.94%25.56%
Last bear market-15.69%-15.11%

Annual total return (%) history

Year
JPFSXCategory
2023
N/A22.32%
2022
-17.62%-16.96%
2021
25.90%26.07%
2020
23.52%15.83%
2019
29.61%28.78%
2018
-4.77%-6.27%
2017
24.34%20.44%
2016
8.37%10.37%
2015
4.40%-1.07%
2014
8.08%10.96%
2013
39.81%31.50%
2012
18.34%14.96%
2011
N/A-1.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20238.72%10.62%N/AN/A
2022-0.86%-15.69%-5.55%4.36%
20216.50%8.68%-0.59%9.42%
2020-21.35%23.28%10.30%15.50%
201913.24%4.58%1.01%8.35%
2018-0.13%3.11%7.28%-13.81%
20176.09%4.67%4.57%7.08%
2016-2.35%-0.95%9.53%2.29%
20151.97%0.40%-3.97%6.18%
20141.19%2.91%2.03%1.72%
201311.57%3.78%8.90%10.89%
201218.58%-5.10%7.97%-2.59%
201110.59%N/AN/AN/A

Rank in category (by total return)

YTD6
1-month20
3-month5
1-year45
3-year5
5-year6

Load adjusted returns

1-year18.53%
3-year16.69%
5-year13.05%
10-year13.32%