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JPMorgan US Small Company R6 (JUSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.85-0.39 (-2.14%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.65%
5-year average return8.66%
Number of years up9
Number of years down3
Best 1-yr total return (29 Apr 2024)40.66%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return40.66%
Worst 3-yr total return5.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJUSMXCategory
YTD9.89%20.19%
1-month3.52%0.02%
3-month9.89%4.36%
1-year22.94%60.18%
3-year3.79%11.32%
5-year10.70%13.88%
10-year8.41%11.19%
Last bull market48.80%27.98%
Last bear market-16.79%-24.08%

Annual total return (%) history

Year
JUSMXCategory
2024
N/AN/A
2023
14.66%N/A
2022
-16.48%N/A
2021
22.53%N/A
2020
18.32%10.99%
2019
22.18%23.75%
2018
-11.97%-12.72%
2017
9.08%12.28%
2016
20.87%20.78%
2015
-3.05%-5.38%
2014
8.71%3.79%
2013
40.66%37.39%
2012
21.63%15.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.89%N/AN/AN/A
20232.49%5.12%-4.87%11.87%
2022-5.77%-16.79%-2.50%9.26%
202115.32%3.07%-2.27%5.49%
2020-30.61%23.68%6.49%29.46%
201912.14%-0.24%-0.61%9.89%
2018-0.54%7.85%1.00%-18.75%
2017-0.05%0.98%4.44%3.48%
2016-1.05%2.19%9.48%9.18%
20154.30%0.41%-11.74%4.89%
20141.65%3.19%-7.02%11.47%
201312.23%3.89%10.19%9.49%
201214.63%-4.32%7.39%3.26%

Rank in category (by total return)

YTD5
1-month63
3-month5
1-year21
3-year44
5-year27

Load adjusted returns

1-year22.94%
3-year3.79%
5-year10.70%
10-year8.41%