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Jpmorgan Hedged Equity Fund - A: (MF: JHQAX)
(NASDAQ Mutual Funds) As of Dec 19, 2025 06:11 PM ET
$35.18 USD
+0.31 (0.89%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.54 | 92 |
| 3 months | 3.16 | 71 |
| 6 months | 8.48 | 69 |
| 1 Year | 4.64 | 93 |
| 3 Year | 13.50 | 34 |
| 5 Year | 8.86 | 34 |
| 10 Year | 9.07 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 0.80 |
| 5 Year | 8.13 |
| 10 Year | 8.63 |
| Since Inception | 7.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.88 | 5.28 | 4.50 | NA |
| 2024 | 5.74 | 4.64 | 5.12 | 1.37 |
| 2023 | 6.72 | 5.88 | -2.90 | 5.51 |
| 2022 | -4.66 | -5.37 | -4.75 | 6.75 |
| 2021 | 4.46 | 3.93 | -0.18 | 4.39 |
| 2020 | -4.99 | 8.96 | 4.71 | 4.94 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.54 | 17.93 | 15.77 | -8.27 | 13.13 | 13.76 | 13.02 | -0.92 | 12.44 | 9.25 | -1.67 |
| % Total Return Rel to Index | -10.96 | -7.09 | -10.46 | 9.92 | -15.55 | -4.63 | -18.46 | 3.46 | -9.35 | -2.68 | -3.06 |
| % Total Return Rel to Peer | -7.25 | 8.01 | 2.61 | 4.69 | 1.62 | 3.08 | -4.17 | 5.57 | -1.01 | 2.98 | 0.67 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 1.00 | 3.00 | 3.00 | 5.00 | 1.00 | 3.00 | 1.00 | 3.00 |
| % Dividends | 0.11 | 0.16 | 0.20 | 0.18 | 0.13 | 0.21 | 0.18 | 0.17 | 0.14 | 0.19 | 0.15 |
| % Yield | 0.30 | 0.48 | 0.57 | 0.70 | 0.47 | 0.84 | 0.84 | 0.86 | 0.71 | 1.04 | 0.91 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.82 | 0.82 | 0.83 | 0.83 | 0.83 | 0.85 | 0.85 | 0.84 | 0.84 | 0.85 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%