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Jpmorgan Small Cap Blend Fund Class I: (MF: JDSCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$30.27 USD
+0.64 (2.16%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.63 | 75 |
| 3 months | -8.63 | 75 |
| 6 months | -8.37 | 93 |
| 1 Year | -5.95 | 93 |
| 3 Year | 0.96 | 90 |
| 5 Year | 12.75 | 83 |
| 10 Year | 9.22 | 55 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 130.95 |
| Bear Market (10/07 - 2/09) | -54.29 |
| Bull Market (2/09 - 3/21) | 826.52 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -5.95 |
| 5 Year | 12.74 |
| 10 Year | 9.23 |
| Since Inception | 9.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.63 | NA | NA | NA |
| 2024 | 7.44 | -3.44 | 6.31 | 0.28 |
| 2023 | 3.38 | 5.18 | -5.38 | 12.15 |
| 2022 | -7.99 | -15.37 | -0.42 | 4.71 |
| 2021 | 10.19 | 2.83 | -3.19 | 4.31 |
| 2020 | -25.68 | 24.27 | 5.80 | 27.90 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.63 | 10.59 | 15.40 | -18.81 | 14.43 | 24.98 | 30.53 | -3.44 | 41.82 | 8.11 | -2.02 |
| % Total Return Rel to Index | -4.36 | -14.42 | -10.84 | -0.61 | -14.25 | 6.58 | -0.95 | 0.95 | 20.02 | -3.82 | -3.41 |
| % Total Return Rel to Peer | -3.60 | -8.79 | -7.59 | 0.88 | -7.62 | 5.07 | 2.10 | 3.42 | 21.14 | 0.29 | -0.42 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 5.00 | 2.00 | 3.00 | 2.00 | 1.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.29 | 0.10 | 0.07 | 0.03 | 0.05 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.83 | 0.91 | 0.25 | 0.08 | 0.16 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.46 | 2.01 | 0.46 | 0.65 | 6.24 | 2.72 | 3.19 | 3.22 |
| Expense Ratio | 0.00 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 1.00 | 1.00 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%