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Jpmorgan Smid Cap Equity Fund Class A: (MF: PECAX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$15.22 USD
+0.14 (0.93%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.37 | 88 |
| 3 months | 6.37 | 88 |
| 6 months | 17.01 | 87 |
| 1 Year | 16.93 | 87 |
| 3 Year | 3.70 | 81 |
| 5 Year | 7.71 | 91 |
| 10 Year | 7.15 | 90 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 126.61 |
| Bear Market (10/07 - 2/09) | -51.71 |
| Bull Market (2/09 - 3/21) | 522.68 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 11.09 |
| 5 Year | 6.61 |
| 10 Year | 6.60 |
| Since Inception | 9.50 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.37 | NA | NA | NA |
| 2023 | 2.84 | 5.09 | -4.91 | 10.00 |
| 2022 | -7.16 | -14.16 | -5.23 | 6.94 |
| 2021 | 7.15 | 5.17 | 0.66 | 8.44 |
| 2020 | -28.52 | 22.39 | 6.89 | 17.52 |
| 2019 | 13.98 | 1.22 | 1.59 | 7.35 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.37 | 13.04 | -19.23 | 23.03 | 9.91 | 25.83 | -11.86 | 16.72 | 11.78 | -6.16 | 15.33 |
| % Total Return Rel to Index | -4.18 | -13.20 | -1.03 | -5.65 | -8.49 | -5.66 | -7.47 | -5.07 | -0.14 | -7.55 | 1.68 |
| % Total Return Rel to Peer | -3.57 | -9.95 | 0.46 | 0.97 | -10.00 | -2.59 | -5.00 | -3.95 | 3.97 | -4.56 | 7.12 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 4.00 | 4.00 | 5.00 | 4.00 | 2.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.05 | 0.00 | 0.00 | 0.10 | 0.08 | 0.07 | 0.13 | 0.11 | 0.10 | 0.11 |
| % Yield | 0.00 | 0.33 | 0.00 | 0.00 | 0.51 | 0.41 | 0.36 | 0.52 | 0.53 | 0.51 | 0.41 |
| Capital Gains ($) | 0.00 | 0.00 | 1.80 | 4.19 | 0.63 | 2.03 | 4.26 | 1.66 | 0.00 | 1.72 | 3.45 |
| Expense Ratio | 0.00 | 1.09 | 1.14 | 1.11 | 1.14 | 1.14 | 1.14 | 1.14 | 1.15 | 1.14 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%