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Jpmorgan Hedged Equity Fund - C: (MF: JHQCX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$32.38 USD
+0.15 (0.47%)
Zacks MF Rank
NA
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.98 | 95 |
| 3 months | -1.59 | 92 |
| 6 months | -3.77 | 94 |
| 1 Year | 7.85 | 65 |
| 3 Year | 10.05 | 20 |
| 5 Year | 8.57 | 44 |
| 10 Year | 7.16 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 4.53 |
| 5 Year | 9.49 |
| 10 Year | 6.94 |
| Since Inception | 6.90 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.97 | NA | NA | NA |
| 2024 | 5.62 | 4.53 | 5.00 | 1.23 |
| 2023 | 6.60 | 5.72 | -3.01 | 5.35 |
| 2022 | -4.79 | -5.49 | -4.87 | 6.62 |
| 2021 | 4.38 | 3.79 | -0.35 | 4.29 |
| 2020 | -5.06 | 8.80 | 4.57 | 4.82 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.98 | 17.36 | 15.17 | -8.74 | 12.60 | 13.22 | 12.47 | -1.46 | 11.89 | 8.72 | -2.19 |
| % Total Return Rel to Index | -3.04 | -7.65 | -11.07 | 9.46 | -16.08 | -5.18 | -19.01 | 2.92 | -9.89 | -3.20 | -3.58 |
| % Total Return Rel to Peer | -5.35 | 7.44 | 2.01 | 4.22 | 1.09 | 2.53 | -4.72 | 5.03 | -1.56 | 2.45 | 0.16 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 1.00 | 3.00 | 3.00 | 5.00 | 1.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.02 | 0.07 | 0.07 | 0.01 | 0.10 | 0.09 | 0.09 | 0.07 | 0.11 | 0.10 |
| % Yield | 0.00 | 0.08 | 0.09 | 0.28 | 0.04 | 0.43 | 0.42 | 0.50 | 0.37 | 0.64 | 0.65 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.32 | 1.33 | 1.33 | 1.33 | 1.35 | 1.35 | 1.34 | 1.34 | 1.35 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%