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JPMorgan Small Cap Equity C (JSECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.87-0.27 (-1.17%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.26%
5-year average return6.39%
Number of years up14
Number of years down4
Best 1-yr total return (24 Jun 2024)35.11%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return35.11%
Worst 3-yr total return2.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSECXCategory
YTD1.92%20.19%
1-month3.68%0.02%
3-month-0.34%4.36%
1-year16.14%60.18%
3-year-1.12%11.32%
5-year7.86%13.88%
10-year7.85%11.19%
Last bull market25.89%27.98%
Last bear market-14.18%-24.08%

Annual total return (%) history

Year
JSECXCategory
2024
N/AN/A
2023
11.06%N/A
2022
-16.72%N/A
2021
15.11%N/A
2020
17.63%10.99%
2019
27.45%23.75%
2018
-9.69%-12.72%
2017
14.72%12.28%
2016
21.20%20.78%
2015
-2.36%-5.38%
2014
6.47%3.79%
2013
35.11%37.39%
2012
17.17%15.46%
2011
2.11%-4.07%
2010
25.36%25.61%
2009
31.07%31.80%
2008
-27.63%-36.56%
2007
3.05%-1.10%
2006
17.73%15.03%
2005
N/A6.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.23%N/AN/AN/A
20232.31%3.00%-6.08%12.21%
2022-7.58%-14.18%-4.65%10.12%
20216.89%3.63%-1.50%5.50%
2020-28.23%24.55%4.90%25.45%
201913.37%5.29%-0.30%7.10%
20180.05%5.30%4.91%-18.30%
20173.50%2.66%3.78%4.04%
20163.61%3.97%5.15%6.99%
20155.39%-0.81%-9.00%2.65%
20142.06%1.99%-5.66%8.43%
201313.70%0.82%7.62%9.51%
201213.03%-2.99%4.89%1.88%
20117.73%0.64%-18.62%15.73%
20108.01%-8.23%10.44%14.52%
2009-4.92%17.49%14.94%2.09%
2008-8.00%2.67%-5.49%-18.94%
20076.01%4.59%-1.37%-5.77%
200612.04%-4.23%2.04%7.53%
20052.88%6.82%1.78%N/A

Rank in category (by total return)

YTD76
1-month84
3-month94
1-year87
3-year83
5-year85

Load adjusted returns

1-year15.14%
3-year-1.12%
5-year7.86%
10-year7.85%