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JPMorgan US Equity R2 (JUEZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.34+0.08 (+0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.28%
5-year average return15.92%
Number of years up12
Number of years down3
Best 1-yr total return (1 July 2024)35.20%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return35.20%
Worst 3-yr total return7.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJUEZXCategory
YTD11.74%5.31%
1-month5.05%-4.19%
3-month4.11%3.90%
1-year28.44%20.31%
3-year9.26%6.48%
5-year16.74%11.78%
10-year12.57%10.96%
Last bull market26.50%25.56%
Last bear market-16.46%-15.11%

Annual total return (%) history

Year
JUEZXCategory
2024
N/AN/A
2023
26.41%22.32%
2022
-19.36%-16.96%
2021
27.87%26.07%
2020
25.79%15.83%
2019
31.27%28.78%
2018
-6.60%-6.27%
2017
20.76%20.44%
2016
10.23%10.37%
2015
0.22%-1.07%
2014
13.21%10.96%
2013
35.20%31.50%
2012
16.71%14.96%
2011
-2.09%-1.27%
2010
13.75%14.01%
2009
32.34%28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.97%4.14%N/AN/A
20237.41%8.38%-2.99%11.94%
2022-4.69%-16.46%-4.48%6.02%
20215.26%7.81%0.66%11.94%
2020-17.24%22.40%9.44%13.46%
201913.39%4.43%0.54%10.26%
2018-1.27%2.87%8.69%-15.40%
20176.49%2.04%4.13%6.73%
2016-1.02%1.20%5.00%4.81%
20151.66%0.21%-8.07%7.01%
20141.60%4.66%1.14%5.25%
201310.51%3.42%6.68%10.90%
201214.40%-4.91%6.87%0.40%
20114.68%-0.25%-15.41%10.86%
20104.98%-12.26%10.94%11.33%
2009-8.35%17.11%15.29%6.95%

Rank in category (by total return)

YTD25
1-month22
3-month22
1-year31
3-year27
5-year8

Load adjusted returns

1-year28.44%
3-year9.26%
5-year16.74%
10-year12.57%