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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.50%
5-year average return6.68%
Number of years up5
Number of years down2
Best 1-yr total return (27 June 2024)26.15%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return26.15%
Worst 3-yr total return3.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWOOQXCategory
YTD2.04%17.04%
1-month3.02%-0.01%
3-month-1.45%5.47%
1-year16.30%50.44%
3-year0.75%13.15%
5-year8.19%13.75%
10-year6.76%11.35%
Last bull market24.83%25.95%
Last bear market-14.14%-22.55%

Annual total return (%) history

Year
WOOQXCategory
2024
N/AN/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/A14.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.47%N/AN/AN/A
20232.90%5.18%-4.86%10.02%
2022-7.13%-14.14%-5.14%7.02%
20217.21%5.24%0.79%8.52%
2020-28.47%22.44%6.97%17.55%
201913.99%1.31%1.65%7.47%
2018-0.59%1.66%4.84%-16.57%
20174.80%1.18%3.92%6.13%
20162.87%N/AN/AN/A

Rank in category (by total return)

YTD93
1-month66
3-month97
1-year90
3-year84
5-year92

Load adjusted returns

1-year16.30%
3-year0.75%
5-year8.19%
10-year6.76%