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JPMorgan Small Cap Equity R4 (JSEQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.02-0.22 (-0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.28%
5-year average return6.61%
Number of years up5
Number of years down2
Best 1-yr total return (4 Jul 2024)28.40%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return28.40%
Worst 3-yr total return2.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSEQXCategory
YTD1.28%20.19%
1-month-0.96%0.02%
3-month-3.96%4.36%
1-year7.12%60.18%
3-year-0.27%11.32%
5-year6.98%13.88%
10-year8.04%11.19%
Last bull market26.33%27.98%
Last bear market-14.04%-24.08%

Annual total return (%) history

Year
JSEQXCategory
2024
N/AN/A
2023
11.90%N/A
2022
-16.10%N/A
2021
16.00%N/A
2020
18.52%10.99%
2019
28.40%23.75%
2018
-9.01%-12.72%
2017
15.58%12.28%
2016
N/A20.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.46%-3.96%N/AN/A
20232.51%3.21%-5.92%12.42%
2022-7.41%-14.04%-4.45%10.32%
20217.08%3.85%-1.30%5.70%
2020-28.09%24.75%5.11%25.69%
201913.57%5.47%-0.09%7.29%
20180.25%5.50%5.10%-18.14%
20173.70%2.85%3.97%4.23%
20167.22%N/AN/AN/A

Rank in category (by total return)

YTD63
1-month23
3-month73
1-year83
3-year63
5-year75

Load adjusted returns

1-year7.12%
3-year-0.27%
5-year6.98%
10-year8.04%