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JPMorgan Realty Income I (URTDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.42+0.04 (+0.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-17.27%
5-year average return7.06%
Number of years up2
Number of years down2
Best 1-yr total return (19 May 2022)40.49%
Worst 1-yr total return (19 May 2022)N/A
Best 3-yr total return40.49%
Worst 3-yr total return5.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnURTDXCategory
YTD-17.27%20.43%
1-month-18.04%2.69%
3-month-8.79%11.34%
1-year1.14%36.79%
3-year7.14%10.81%
5-year7.06%7.03%
10-year0.00%9.08%
Last bull market43.96%31.03%
Last bear market-24.64%-16.60%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD4
1-month6
3-month1
1-year12
3-year21
5-year27

Load adjusted returns

1-year13.90%
3-year11.84%
5-year9.81%
10-year8.78%