Australia markets open in 2 hours 4 minutes

JPMorgan US Small Company A (JTUAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
17.57+0.09 (+0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.15%
5-year average return9.29%
Number of years up11
Number of years down5
Best 1-yr total return (27 June 2024)40.03%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return40.03%
Worst 3-yr total return4.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJTUAXCategory
YTD6.76%20.19%
1-month4.14%0.02%
3-month0.62%4.36%
1-year22.76%60.18%
3-year1.38%11.32%
5-year11.13%13.88%
10-year7.78%11.19%
Last bull market31.72%27.98%
Last bear market-16.93%-24.08%

Annual total return (%) history

Year
JTUAXCategory
2024
N/AN/A
2023
14.12%N/A
2022
-16.93%N/A
2021
21.94%N/A
2020
17.70%10.99%
2019
21.58%23.75%
2018
-12.44%-12.72%
2017
8.53%12.28%
2016
20.28%20.78%
2015
-3.57%-5.38%
2014
8.12%3.79%
2013
40.03%37.39%
2012
21.05%15.46%
2011
-4.08%-4.07%
2010
26.51%25.61%
2009
34.51%31.80%
2008
-34.54%-36.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.75%N/AN/AN/A
20232.39%4.99%-4.95%11.69%
2022-5.88%-16.93%-2.60%9.08%
202115.21%2.93%-2.42%5.38%
2020-30.72%23.46%6.47%29.25%
201911.95%-0.37%-0.69%9.77%
2018-0.66%7.70%0.87%-18.86%
2017-0.17%0.78%4.37%3.35%
2016-1.20%2.10%9.34%9.05%
20154.19%0.24%-11.85%4.75%
20141.48%3.04%-7.14%11.34%
201312.19%3.70%10.02%9.40%
201214.56%-4.36%7.08%3.18%
20118.77%-0.47%-23.54%15.89%
201010.41%-9.31%9.88%14.98%
2009-13.70%22.42%21.39%4.88%
2008-8.63%1.33%-3.11%-27.03%

Rank in category (by total return)

YTD15
1-month75
3-month84
1-year42
3-year50
5-year33

Load adjusted returns

1-year16.32%
3-year-0.42%
5-year9.94%
10-year7.20%