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JPMorgan Small Cap Value I (PSOPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.91+0.03 (+0.11%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.25%
5-year average return8.52%
Number of years up19
Number of years down9
Best 1-yr total return (17 Jun 2024)36.44%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return36.44%
Worst 3-yr total return1.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPSOPXCategory
YTD3.26%26.79%
1-month3.70%-1.77%
3-month1.86%4.45%
1-year21.93%71.02%
3-year1.17%9.35%
5-year10.13%12.17%
10-year6.70%9.95%
Last bull market28.15%28.07%
Last bear market-15.14%-24.24%

Annual total return (%) history

Year
PSOPXCategory
2024
N/AN/A
2023
13.07%N/A
2022
-13.40%N/A
2021
32.63%N/A
2020
6.14%4.02%
2019
19.08%21.43%
2018
-14.04%-15.46%
2017
3.16%8.54%
2016
30.14%25.99%
2015
-7.58%-6.71%
2014
4.29%3.34%
2013
36.44%36.22%
2012
20.51%16.00%
2011
-3.91%-4.45%
2010
25.82%26.17%
2009
24.87%31.32%
2008
-29.75%-32.24%
2007
-6.98%-6.08%
2006
19.11%16.27%
2005
6.96%6.40%
2004
19.45%21.14%
2003
39.36%42.38%
2002
-10.92%-10.12%
2001
26.46%15.92%
2000
29.95%18.64%
1999
-11.85%6.78%
1998
-4.09%-6.93%
1997
30.57%27.89%
1996
25.63%22.50%
1995
N/A22.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.57%N/AN/AN/A
2023-0.76%3.56%-3.70%14.25%
2022-2.92%-15.14%-2.78%8.12%
202122.33%4.98%-2.50%5.92%
2020-34.64%19.21%2.08%33.44%
201911.67%-0.47%-0.11%7.25%
2018-2.22%8.00%-0.12%-18.51%
2017-2.28%-0.19%3.95%1.75%
20163.11%3.19%7.86%13.40%
20152.63%-1.92%-10.72%2.84%
20140.88%2.72%-8.68%10.20%
201312.57%3.32%8.31%8.32%
201212.62%-3.09%6.00%4.16%
20116.29%-1.22%-22.22%17.67%
201010.39%-9.24%9.12%15.08%
2009-18.16%19.58%21.55%4.98%
2008-5.50%-0.61%0.36%-25.48%
20072.39%4.26%-6.07%-7.22%
200612.03%-2.98%1.08%8.41%
2005-1.08%2.74%3.90%1.29%
20044.90%2.87%-0.70%11.48%
2003-6.93%19.21%8.69%15.57%
200211.63%-4.28%-21.72%6.50%
20012.77%13.58%-10.71%21.34%
20000.35%4.98%9.06%13.10%
1999-15.53%13.08%-7.99%0.30%
199812.21%-5.87%-24.07%19.60%
1997-3.04%18.83%17.71%-3.73%
19963.36%4.30%6.03%9.90%
19950.38%10.88%6.02%N/A

Rank in category (by total return)

YTD48
1-month71
3-month73
1-year67
3-year77
5-year60

Load adjusted returns

1-year21.93%
3-year1.17%
5-year10.13%
10-year6.70%