Back to top
Jpmorgan Research Market Neutral Fund Cl A: (MF: JMNAX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$14.98 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.76 | 65 |
| 3 months | 3.83 | 87 |
| 6 months | 2.76 | 65 |
| 1 Year | 8.12 | 80 |
| 3 Year | 10.42 | 84 |
| 5 Year | 6.40 | 85 |
| 10 Year | 4.34 | 86 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 17.15 |
| Bear Market (10/07 - 2/09) | 1.67 |
| Bull Market (2/09 - 3/21) | 58.16 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 2.72 |
| 5 Year | 5.32 |
| 10 Year | 3.81 |
| Since Inception | 2.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.03 | 3.83 | NA | NA |
| 2024 | 4.13 | 4.18 | 1.38 | 3.77 |
| 2023 | 2.36 | 3.73 | 1.68 | 2.92 |
| 2022 | -3.09 | -2.45 | 3.02 | 0.24 |
| 2021 | -0.49 | -0.99 | 1.59 | 3.70 |
| 2020 | 7.96 | 0.39 | 3.08 | 0.17 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.76 | 14.14 | 11.13 | -2.38 | 3.79 | 11.93 | 0.95 | 1.91 | 5.35 | -2.39 | -4.05 |
| % Total Return Rel to Index | -3.44 | -10.87 | -15.11 | 15.82 | -24.89 | -6.47 | -30.53 | 6.30 | -16.43 | -14.32 | -5.44 |
| % Total Return Rel to Peer | -0.79 | -7.86 | -14.99 | 22.48 | -11.03 | -13.85 | -24.25 | 6.32 | -13.88 | -5.89 | -4.22 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.35 | 0.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 2.28 | 2.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.34 | 0.00 | 0.00 | 0.00 | 0.91 | 2.80 | 0.13 | 0.39 | 0.00 | 0.00 |
| Expense Ratio | 2.57 | 2.71 | 2.89 | 2.77 | 2.99 | 3.23 | 3.69 | 3.50 | 3.66 | 3.33 | 3.57 |
* 1 = Top 20%, 5 = Bottom 20%