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JPMorgan US Equity R3 (JUEPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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24.33
-0.07
(-0.29%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
15.74%
5-year average return
16.29%
Number of years up
5
Number of years down
2
Best 1-yr total return (27 June 2024)
31.62%
Worst 1-yr total return (27 June 2024)
N/A
Best 3-yr total return
31.62%
Worst 3-yr total return
9.32%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
JUEPX
Category
YTD
11.93%
5.31%
1-month
5.13%
-4.19%
3-month
4.20%
3.90%
1-year
28.80%
20.31%
3-year
9.54%
6.48%
5-year
17.04%
11.78%
10-year
12.87%
10.96%
Last bull market
26.60%
25.56%
Last bear market
-16.36%
-15.11%
Annual total return (%) history
Year
JUEPX
Category
2024
N/A
N/A
2023
26.66%
22.32%
2022
-19.13%
-16.96%
2021
28.11%
26.07%
2020
26.11%
15.83%
2019
31.62%
28.78%
2018
-6.30%
-6.27%
2017
21.03%
20.44%
2016
N/A
10.37%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
11.07%
N/A
N/A
N/A
2023
7.46%
8.43%
-2.95%
12.01%
2022
-4.64%
-16.36%
-4.44%
6.10%
2021
5.28%
7.87%
0.70%
12.01%
2020
-17.18%
22.39%
9.50%
13.61%
2019
13.45%
4.47%
0.66%
10.32%
2018
-1.13%
2.92%
8.73%
-15.30%
2017
6.58%
2.09%
4.19%
6.76%
2016
4.82%
N/A
N/A
N/A
Rank in category (by total return)
YTD
23
1-month
19
3-month
21
1-year
27
3-year
20
5-year
6
Load adjusted returns
1-year
28.80%
3-year
9.54%
5-year
17.04%
10-year
12.87%
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