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Jpmorgan Hedged Equity Fund I Class: (MF: JHEQX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:56 PM ET

$34.61 USD

-0.01 (-0.03%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD -1.59 98
3 months -2.34 99
6 months -0.17 98
1 Year 11.58 87
3 Year 10.21 69
5 Year 7.18 39
10 Year 9.08 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2026

1 Year 7.34
5 Year 6.94
10 Year 8.75
Since Inception 7.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.93 NA NA NA
2025 -4.80 5.33 4.58 2.50
2024 5.82 4.73 5.16 1.43
2023 6.80 5.93 -2.86 5.60
2022 -4.59 -5.33 -4.71 6.83
2021 4.53 4.02 -0.16 4.48

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.597.4918.2316.06-8.0613.4314.1013.31-0.7112.699.57
% Total Return Rel to Index -0.60-10.72-6.78-10.1810.14-15.24-4.30-18.173.67-9.09-2.35
% Total Return Rel to Peer -4.39-7.018.312.904.901.923.41-3.885.78-0.763.30
% Perf Quintile vs Peer* 5.005.001.002.001.003.002.005.001.004.001.00
% Dividends 0.030.220.240.270.240.190.260.230.210.190.23
% Yield 0.600.610.700.770.930.671.051.051.070.941.27
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.570.570.580.580.580.590.600.590.590.60

* 1 = Top 20%, 5 = Bottom 20%