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JPMorgan US Small Company I (JSCSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.90-0.27 (-1.22%)
At close: 8:01PM EST

Performance overview

Morningstar return rating★★★★
Year-to-date return12.19%
5-year average return7.47%
Number of years up13
Number of years down6
Best 1-yr total return (3 Feb 2019)40.32%
Worst 1-yr total return (3 Feb 2019)-34.27%
Best 3-yr total return40.32%
Worst 3-yr total return-10.74%

Trailing returns (%) vs. Benchmarks

ReturnJSCSXCategory
YTD17.99%10.99%
1-month7.59%7.82%
3-month29.32%28.06%
1-year17.99%10.99%
3-year8.10%6.41%
5-year10.62%10.50%
10-year11.02%9.83%
Last bull market30.22%27.74%
Last bear market-26.49%-24.01%

Annual total return (%) history

Year
JSCSXCategory
2020
N/A10.99%
2019
21.90%23.75%
2018
-12.17%-12.72%
2017
8.76%12.28%
2016
20.55%20.78%
2015
-3.34%-5.38%
2014
8.48%3.79%
2013
40.32%37.39%
2012
21.41%15.46%
2011
-3.86%-4.07%
2010
26.88%25.61%
2009
34.64%31.80%
2008
-34.27%-36.56%
2007
-6.55%-1.10%
2006
15.79%15.03%
2005
3.91%6.75%
2004
13.73%18.94%
2003
39.72%43.41%
2002
-20.48%-16.22%
2001
N/A8.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-30.73%23.68%6.49%N/A
201912.06%-0.30%-0.67%9.86%
2018-0.59%7.80%0.95%-18.81%
2017-0.11%0.87%4.39%3.40%
2016-1.18%2.19%9.42%9.10%
20154.17%0.35%-11.80%4.83%
20141.58%3.12%-7.08%11.44%
201312.20%3.80%10.17%9.36%
201214.71%-4.40%7.28%3.20%
20118.86%-0.37%-23.49%15.86%
201010.59%-9.34%10.05%15.00%
2009-13.78%22.68%21.38%4.86%
2008-8.60%1.33%-2.98%-26.85%
20072.99%4.55%-5.93%-7.74%
200614.48%-6.02%-0.37%8.02%
2005-5.30%5.21%3.65%0.62%
20043.81%-2.29%-2.13%14.55%
2003-8.43%22.89%6.68%16.37%
20023.50%-9.92%-18.31%4.41%
200119.79%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month63
3-month42
1-year23
3-year32
5-year50

Load adjusted returns

1-year17.99%
3-year8.10%
5-year10.62%
10-year11.02%