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JPMorgan US Research Enhanced Equity R6 (JDEUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.86+0.18 (+0.42%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.91%
5-year average return16.42%
Number of years up16
Number of years down4
Best 1-yr total return (23 Jun 2024)34.25%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return34.25%
Worst 3-yr total return7.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJDEUXCategory
YTD12.19%5.31%
1-month5.01%-4.19%
3-month4.41%3.90%
1-year30.02%20.31%
3-year10.64%6.48%
5-year17.28%11.78%
10-year12.76%10.96%
Last bull market26.41%25.56%
Last bear market-16.14%-15.11%

Annual total return (%) history

Year
JDEUXCategory
2024
N/AN/A
2023
28.29%22.32%
2022
-18.05%-16.96%
2021
30.63%26.07%
2020
20.78%15.83%
2019
31.56%28.78%
2018
-5.50%-6.27%
2017
21.63%20.44%
2016
9.85%10.37%
2015
-2.16%-1.07%
2014
15.84%10.96%
2013
34.25%31.50%
2012
17.30%14.96%
2011
1.25%-1.27%
2010
15.50%14.01%
2009
31.66%28.17%
2008
-36.62%-37.79%
2007
5.24%6.16%
2006
15.71%14.17%
2005
3.87%5.88%
2004
11.33%10.02%
2003
N/A27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.97%N/AN/AN/A
20238.05%9.24%-2.66%11.65%
2022-4.36%-16.14%-4.58%7.08%
20216.92%8.93%0.07%12.07%
2020-19.41%21.99%9.26%12.44%
201913.37%4.23%1.25%9.97%
2018-1.48%3.23%7.93%-13.92%
20176.56%2.48%4.53%6.56%
2016-0.64%1.45%4.25%4.53%
20151.59%0.95%-9.70%5.65%
20142.67%5.51%1.33%5.53%
201311.02%3.60%5.21%10.93%
201213.01%-2.76%6.64%0.10%
20115.32%0.07%-13.77%11.41%
20105.34%-11.42%11.47%11.04%
2009-9.04%16.85%16.17%6.64%
2008-9.59%-3.31%-7.81%-21.36%
20071.76%6.09%1.73%-4.18%
20063.88%-1.86%5.77%7.31%
2005-2.35%1.67%2.82%1.76%
20042.15%1.05%-1.18%9.15%
200315.60%2.06%13.33%N/A

Rank in category (by total return)

YTD20
1-month23
3-month17
1-year18
3-year7
5-year4

Load adjusted returns

1-year30.02%
3-year10.64%
5-year17.28%
10-year12.76%