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JPMorgan Small Cap Equity I (VSEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.08-0.65 (-1.19%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.28%
5-year average return6.98%
Number of years up21
Number of years down6
Best 1-yr total return (27 Jun 2024)36.15%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return36.15%
Worst 3-yr total return2.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVSEIXCategory
YTD2.26%20.19%
1-month3.77%0.02%
3-month-0.11%4.36%
1-year17.03%60.18%
3-year-0.37%11.32%
5-year8.68%13.88%
10-year8.68%11.19%
Last bull market26.30%27.98%
Last bear market-14.04%-24.08%

Annual total return (%) history

Year
VSEIXCategory
2024
N/AN/A
2023
11.90%N/A
2022
-16.09%N/A
2021
16.01%N/A
2020
18.51%10.99%
2019
28.40%23.75%
2018
-8.99%-12.72%
2017
15.59%12.28%
2016
22.15%20.78%
2015
-1.55%-5.38%
2014
7.33%3.79%
2013
36.15%37.39%
2012
18.10%15.46%
2011
2.92%-4.07%
2010
26.41%25.61%
2009
32.11%31.80%
2008
-27.05%-36.56%
2007
3.84%-1.10%
2006
18.79%15.03%
2005
12.94%6.75%
2004
26.81%18.94%
2003
37.07%43.41%
2002
-16.87%-16.22%
2001
-5.68%8.92%
2000
14.80%11.89%
1999
14.37%19.95%
1998
3.71%-3.03%
1997
18.15%26.36%
1996
N/A21.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.44%N/AN/AN/A
20232.51%3.20%-5.91%12.41%
2022-7.41%-14.04%-4.46%10.34%
20217.08%3.84%-1.30%5.71%
2020-28.08%24.74%5.12%25.67%
201913.57%5.46%-0.09%7.29%
20180.24%5.51%5.11%-18.14%
20173.72%2.83%3.99%4.23%
20163.78%4.19%5.37%7.21%
20155.59%-0.59%-8.83%2.87%
20142.26%2.19%-5.47%8.65%
201313.92%1.01%7.84%9.72%
201213.26%-2.84%5.10%2.10%
20117.92%0.83%-18.46%15.99%
20108.26%-8.03%10.64%14.76%
2009-4.74%17.77%15.17%2.25%
2008-7.80%2.88%-5.29%-18.80%
20076.20%4.81%-1.20%-5.58%
200612.35%-4.01%2.22%7.76%
20050.21%3.14%7.11%2.01%
20045.28%4.79%0.91%13.91%
2003-4.46%16.30%7.55%14.72%
20024.31%-6.29%-15.84%1.05%
2001-14.41%11.00%-12.72%13.75%
200010.44%2.80%4.07%-2.84%
1999-10.44%12.36%-1.93%15.89%
199815.30%-4.68%-21.04%19.51%
1997-6.94%15.67%14.52%-4.15%
19962.51%3.83%N/AN/A

Rank in category (by total return)

YTD72
1-month83
3-month93
1-year86
3-year75
5-year74

Load adjusted returns

1-year17.03%
3-year-0.37%
5-year8.68%
10-year8.68%