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JPMorgan US Equity R3 (JUEPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.57+0.09 (+0.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.88%
5-year average return16.16%
Number of years up5
Number of years down2
Best 1-yr total return (2 Jul 2024)31.62%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.62%
Worst 3-yr total return9.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJUEPXCategory
YTD15.74%5.31%
1-month3.41%-4.19%
3-month4.20%3.90%
1-year25.82%20.31%
3-year10.17%6.48%
5-year16.29%11.78%
10-year12.97%10.96%
Last bull market26.60%25.56%
Last bear market-16.36%-15.11%

Annual total return (%) history

Year
JUEPXCategory
2024
N/AN/A
2023
26.66%22.32%
2022
-19.13%-16.96%
2021
28.11%26.07%
2020
26.11%15.83%
2019
31.62%28.78%
2018
-6.30%-6.27%
2017
21.03%20.44%
2016
N/A10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.07%4.20%N/AN/A
20237.46%8.43%-2.95%12.01%
2022-4.64%-16.36%-4.44%6.10%
20215.28%7.87%0.70%12.01%
2020-17.18%22.39%9.50%13.61%
201913.45%4.47%0.66%10.32%
2018-1.13%2.92%8.73%-15.30%
20176.58%2.09%4.19%6.76%
20164.82%N/AN/AN/A

Rank in category (by total return)

YTD22
1-month34
3-month25
1-year21
3-year18
5-year6

Load adjusted returns

1-year25.82%
3-year10.17%
5-year16.29%
10-year12.97%