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Jpmorgan U.s. Equity Fund Class L: (MF: JMUEX)

(NASDAQ Mutual Funds) As of Mar 1, 2024 08:00 PM ET

$23.09 USD

+0.19 (0.83%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2024

Total Return %* Percentile Rank Objective
YTD 3.05 14
3 months 17.55 40
6 months 8.52 21
1 Year 23.36 23
3 Year 11.34 12
5 Year 15.96 7
10 Year 13.17 11

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 124.34
Bear Market (10/07 - 2/09) -47.98
Bull Market (2/09 - 3/21) 852.58

Load Adjusted Returns as of Jan 31, 2024

1 Year 27.26
5 Year 17.31
10 Year 12.43
Since Inception 11.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2023 7.65 8.48 -2.81 12.12
2022 -4.54 -16.27 -4.39 6.19
2021 5.43 7.94 0.84 12.12
2020 -17.10 22.51 9.58 13.69
2019 13.58 4.52 0.75 10.43

Annual Return

20242023202220212020201920182017201620152014
% Total Return 3.0527.26-18.8628.6926.5432.11-5.9521.5310.850.7413.84
% Total Return Rel to Index 1.371.01-0.660.018.140.62-1.56-0.26-1.08-0.640.19
% Total Return Rel to Peer 2.124.260.836.636.623.680.900.853.032.345.63
% Perf Quintile vs Peer* 0.002.003.001.002.002.003.003.002.003.001.00
% Dividends 0.000.200.190.150.150.160.170.160.160.150.18
% Yield 0.000.901.060.580.740.861.070.871.001.011.10
Capital Gains ($) 0.000.230.672.221.101.461.791.260.530.691.27
Expense Ratio 0.000.540.540.540.550.550.570.610.610.620.64

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