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JPMorgan Small Cap Equity R2 (JSEZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.62+0.05 (+0.12%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.02%
5-year average return6.76%
Number of years up12
Number of years down3
Best 1-yr total return (25 Jun 2024)35.41%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return35.41%
Worst 3-yr total return2.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSEZXCategory
YTD2.04%20.19%
1-month3.73%0.02%
3-month-0.24%4.36%
1-year16.44%60.18%
3-year-0.87%11.32%
5-year8.13%13.88%
10-year8.12%11.19%
Last bull market26.05%27.98%
Last bear market-14.15%-24.08%

Annual total return (%) history

Year
JSEZXCategory
2024
N/AN/A
2023
11.34%N/A
2022
-16.50%N/A
2021
15.40%N/A
2020
17.93%10.99%
2019
27.76%23.75%
2018
-9.45%-12.72%
2017
14.98%12.28%
2016
21.50%20.78%
2015
-2.11%-5.38%
2014
6.73%3.79%
2013
35.41%37.39%
2012
17.49%15.46%
2011
2.32%-4.07%
2010
25.70%25.61%
2009
31.42%31.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.32%N/AN/AN/A
20232.40%3.06%-6.04%12.28%
2022-7.50%-14.15%-4.58%10.19%
20216.94%3.71%-1.43%5.56%
2020-28.19%24.62%4.97%25.54%
201913.44%5.33%-0.22%7.16%
20180.12%5.37%4.98%-18.24%
20173.56%2.71%3.85%4.10%
20163.65%4.05%5.23%7.05%
20155.44%-0.72%-8.97%2.73%
20142.11%2.04%-5.59%8.50%
201313.73%0.89%7.67%9.60%
201213.14%-2.97%4.96%1.96%
20117.75%0.72%-18.57%15.78%
20108.10%-8.16%10.46%14.63%
2009-4.81%17.58%14.99%2.12%

Rank in category (by total return)

YTD74
1-month84
3-month93
1-year87
3-year81
5-year82

Load adjusted returns

1-year16.44%
3-year-0.87%
5-year8.13%
10-year8.12%