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JPMorgan Realty Income R5 (JRIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.56+0.07 (+0.56%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-27.02%
5-year average return4.57%
Number of years up11
Number of years down4
Best 1-yr total return (19 May 2022)40.75%
Worst 1-yr total return (19 May 2022)N/A
Best 3-yr total return40.75%
Worst 3-yr total return-13.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJRIRXCategory
YTD-27.02%20.43%
1-month-27.69%2.69%
3-month-19.54%11.34%
1-year-10.68%36.79%
3-year2.92%10.81%
5-year4.57%7.03%
10-year6.93%9.08%
Last bull market44.10%31.03%
Last bear market-24.60%-16.60%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD4
1-month5
3-month1
1-year10
3-year18
5-year25

Load adjusted returns

1-year14.09%
3-year12.04%
5-year9.99%
10-year8.90%