JPMorgan US Equity A (JUEAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
Performance overview
Morningstar return ratingN/A1
Year-to-date return6.00%
5-year average return14.56%
Number of years up17
Number of years down5
Best 1-yr total return (21 Apr 2024)35.57%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return35.57%
Worst 3-yr total return7.84%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnJUEAXCategory
YTD11.11%14.84%
1-month3.48%1.65%
3-month11.11%7.55%
1-year30.98%40.47%
3-year11.46%16.77%
5-year16.36%16.15%
10-year13.03%13.21%
Last bull market39.44%24.09%
Last bear market-16.38%-17.61%
Annual total return (%) history
YearJUEAXCategory
2024N/AN/A
202326.71%N/A
2022-19.18%N/A
202128.16%N/A
202026.08%15.83%
201931.60%28.78%
2018-6.29%-6.27%
201721.13%20.44%
201610.49%10.37%
20150.45%-1.07%
201413.44%10.96%
201335.57%31.50%
201216.92%14.96%
2011-1.81%-1.27%
201014.02%14.01%
200932.77%28.17%
2008-34.90%-37.79%
200710.11%6.16%
200616.83%14.17%
20052.11%5.88%
200410.50%10.02%
200332.32%27.05%
2002-26.88%-22.25%
2001N/A-13.50%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202411.11%N/AN/AN/A
20237.49%8.44%-2.93%12.00%
2022-4.66%-16.38%-4.42%6.07%
20215.32%7.84%0.70%12.05%
2020-17.17%22.45%9.42%13.61%
201913.43%4.51%0.60%10.35%
2018-1.13%2.91%8.75%-15.31%
20176.64%2.09%4.24%6.74%
2016-0.96%1.33%5.02%4.83%
20151.72%0.26%-7.95%7.01%
20141.58%4.77%1.19%5.34%
201310.52%3.53%6.78%10.96%
201214.37%-4.85%6.98%0.44%
20114.68%-0.19%-15.32%10.98%
20104.93%-12.19%11.06%11.41%
2009-8.29%17.18%15.45%7.01%
2008-9.22%-2.01%-7.77%-20.66%
20071.59%7.80%3.57%-2.92%
20064.31%-1.16%5.60%7.31%
2005-3.24%1.10%2.67%1.67%
20042.08%1.17%-1.52%8.65%
2003-2.60%17.87%1.97%13.03%
2002-1.98%-15.86%-18.25%8.45%
200114.19%N/AN/AN/A
Rank in category (by total return)
YTD28
1-month38
3-month28
1-year22
3-year23
5-year5
Load adjusted returns
1-year24.11%
3-year9.47%
5-year15.11%
10-year12.42%
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