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JPMorgan Realty Income L (URTLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.45+0.05 (+0.40%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-17.18%
5-year average return7.23%
Number of years up18
Number of years down6
Best 1-yr total return (19 May 2022)40.84%
Worst 1-yr total return (19 May 2022)N/A
Best 3-yr total return40.84%
Worst 3-yr total return-13.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnURTLXCategory
YTD-17.18%20.43%
1-month-17.95%2.69%
3-month-8.65%11.34%
1-year1.41%36.79%
3-year7.35%10.81%
5-year7.23%7.03%
10-year8.25%9.08%
Last bull market44.10%31.03%
Last bear market-24.59%-16.60%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD4
1-month4
3-month1
1-year11
3-year18
5-year25

Load adjusted returns

1-year14.03%
3-year12.02%
5-year9.97%
10-year8.85%