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JPMorgan SMID Cap Equity R4 (WOOQX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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16.95
+0.09
(+0.53%)
At close: 08:01PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.50%
5-year average return
6.68%
Number of years up
5
Number of years down
2
Best 1-yr total return (27 June 2024)
26.15%
Worst 1-yr total return (27 June 2024)
N/A
Best 3-yr total return
26.15%
Worst 3-yr total return
3.23%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
WOOQX
Category
YTD
2.04%
17.04%
1-month
3.02%
-0.01%
3-month
-1.45%
5.47%
1-year
16.30%
50.44%
3-year
0.75%
13.15%
5-year
8.19%
13.75%
10-year
6.76%
11.35%
Last bull market
24.83%
25.95%
Last bear market
-14.14%
-22.55%
Annual total return (%) history
Year
WOOQX
Category
2024
N/A
N/A
2023
13.29%
N/A
2022
-19.06%
N/A
2021
23.40%
N/A
2020
10.13%
12.39%
2019
26.15%
26.21%
2018
-11.61%
-11.15%
2017
16.95%
15.93%
2016
N/A
14.14%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
6.47%
N/A
N/A
N/A
2023
2.90%
5.18%
-4.86%
10.02%
2022
-7.13%
-14.14%
-5.14%
7.02%
2021
7.21%
5.24%
0.79%
8.52%
2020
-28.47%
22.44%
6.97%
17.55%
2019
13.99%
1.31%
1.65%
7.47%
2018
-0.59%
1.66%
4.84%
-16.57%
2017
4.80%
1.18%
3.92%
6.13%
2016
2.87%
N/A
N/A
N/A
Rank in category (by total return)
YTD
93
1-month
66
3-month
97
1-year
90
3-year
84
5-year
92
Load adjusted returns
1-year
16.30%
3-year
0.75%
5-year
8.19%
10-year
6.76%
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