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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.

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.74%
5-year average return16.29%
Number of years up5
Number of years down2
Best 1-yr total return (27 June 2024)31.62%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return31.62%
Worst 3-yr total return9.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJUEPXCategory
YTD11.93%5.31%
1-month5.13%-4.19%
3-month4.20%3.90%
1-year28.80%20.31%
3-year9.54%6.48%
5-year17.04%11.78%
10-year12.87%10.96%
Last bull market26.60%25.56%
Last bear market-16.36%-15.11%

Annual total return (%) history

Year
JUEPXCategory
2024
N/AN/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/A10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.07%N/AN/AN/A
20237.46%8.43%-2.95%12.01%
2022-4.64%-16.36%-4.44%6.10%
20215.28%7.87%0.70%12.01%
2020-17.18%22.39%9.50%13.61%
201913.45%4.47%0.66%10.32%
2018-1.13%2.92%8.73%-15.30%
20176.58%2.09%4.19%6.76%
20164.82%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month19
3-month21
1-year27
3-year20
5-year6

Load adjusted returns

1-year28.80%
3-year9.54%
5-year17.04%
10-year12.87%