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JPMorgan SMID Cap Equity C (ODMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.22+0.06 (+0.59%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.19%
5-year average return5.90%
Number of years up17
Number of years down7
Best 1-yr total return (27 June 2024)39.17%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return39.17%
Worst 3-yr total return2.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnODMCXCategory
YTD1.78%17.04%
1-month3.01%-0.01%
3-month-1.63%5.47%
1-year15.57%50.44%
3-year0.01%13.15%
5-year7.39%13.75%
10-year5.94%11.35%
Last bull market24.52%25.95%
Last bear market-14.30%-22.55%

Annual total return (%) history

Year
ODMCXCategory
2024
N/AN/A
2023
12.41%N/A
2022
-19.61%N/A
2021
22.47%N/A
2020
9.34%12.39%
2019
25.18%26.21%
2018
-12.27%-11.15%
2017
16.03%15.93%
2016
11.09%14.14%
2015
-6.70%-4.75%
2014
14.60%7.80%
2013
39.17%34.10%
2012
15.15%16.15%
2011
-2.46%-3.81%
2010
18.30%22.52%
2009
34.49%37.39%
2008
-39.91%-39.18%
2007
2.28%4.85%
2006
12.94%14.03%
2005
16.58%9.25%
2004
13.22%16.30%
2003
29.15%36.28%
2002
-18.76%-16.55%
2001
-5.48%-3.12%
2000
19.20%6.36%
1999
N/A20.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.34%N/AN/AN/A
20232.67%4.98%-5.06%9.85%
2022-7.27%-14.30%-5.37%6.89%
20217.06%5.04%0.55%8.30%
2020-28.61%22.27%6.79%17.31%
201913.84%1.10%1.43%7.23%
2018-0.73%1.42%4.68%-16.76%
20174.53%1.02%3.76%5.91%
20161.67%1.92%4.42%2.67%
20152.86%-3.74%-9.12%3.69%
20142.96%4.94%-1.58%7.77%
201314.45%2.30%8.60%9.46%
201212.52%-4.53%4.83%2.25%
20119.95%0.28%-21.21%12.28%
20108.05%-11.52%10.81%11.66%
2009-9.14%16.82%18.71%6.74%
2008-10.57%3.98%-15.52%-23.50%
20075.06%4.70%-2.80%-4.33%
20068.16%-2.29%-0.62%7.53%
20051.73%4.79%7.93%1.32%
20042.37%1.47%-1.73%10.91%
2003-3.81%15.38%4.98%10.84%
20025.65%-10.98%-17.17%4.29%
2001-11.71%10.98%-17.51%16.95%
200015.79%-4.15%12.10%-4.19%
199912.91%-11.44%14.79%N/A

Rank in category (by total return)

YTD94
1-month66
3-month97
1-year92
3-year89
5-year94

Load adjusted returns

1-year14.57%
3-year0.01%
5-year7.39%
10-year5.94%