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JPMorgan Realty Income A (URTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.24+0.03 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-17.29%
5-year average return6.80%
Number of years up13
Number of years down4
Best 1-yr total return (19 May 2022)40.20%
Worst 1-yr total return (19 May 2022)N/A
Best 3-yr total return40.20%
Worst 3-yr total return-13.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnURTAXCategory
YTD-17.29%20.43%
1-month-18.04%2.69%
3-month-8.76%11.34%
1-year1.01%36.79%
3-year6.92%10.81%
5-year6.80%7.03%
10-year7.83%9.08%
Last bull market43.64%31.03%
Last bear market-24.66%-16.60%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD5
1-month4
3-month1
1-year13
3-year27
5-year35

Load adjusted returns

1-year7.74%
3-year9.63%
5-year8.38%
10-year7.85%