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Jpmorgan Small Cap Equity Fund Class C: (MF: JSECX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$18.78 USD
-0.02 (-0.11%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.64 | 45 |
| 3 months | -13.63 | 44 |
| 6 months | -10.11 | 60 |
| 1 Year | -0.74 | 51 |
| 3 Year | 1.76 | 73 |
| 5 Year | 8.65 | 72 |
| 10 Year | 6.39 | 53 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -42.56 |
| Bull Market (2/09 - 3/21) | 624.31 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -4.65 |
| 5 Year | 12.08 |
| 10 Year | 6.53 |
| Since Inception | 8.81 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.17 | NA | NA | NA |
| 2024 | 5.23 | -4.14 | 9.46 | -1.11 |
| 2023 | 2.31 | 2.99 | -6.07 | 12.21 |
| 2022 | -7.57 | -14.18 | -4.64 | 10.12 |
| 2021 | 6.88 | 3.63 | -1.49 | 5.50 |
| 2020 | -28.23 | 24.54 | 4.90 | 25.44 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.64 | 9.19 | 11.06 | -16.71 | 15.11 | 17.63 | 27.45 | -9.69 | 14.71 | 21.21 | -2.36 |
| % Total Return Rel to Index | -5.72 | -15.83 | -15.18 | 1.48 | -13.57 | -0.77 | -4.04 | -5.30 | -7.08 | 9.27 | -3.75 |
| % Total Return Rel to Peer | 0.04 | -2.73 | -5.01 | 2.80 | -4.20 | -1.36 | 2.01 | 1.08 | -0.88 | 5.26 | 2.36 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 3.00 | 4.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.27 | 0.00 | 0.00 | 0.04 | 0.01 | 0.00 | 0.00 | 0.10 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.04 | 0.00 | 0.00 | 0.28 | 0.00 |
| Capital Gains ($) | 0.00 | 5.13 | 1.70 | 6.16 | 12.48 | 1.62 | 2.38 | 3.38 | 2.86 | 1.25 | 3.07 |
| Expense Ratio | 0.00 | 1.75 | 1.74 | 1.75 | 1.74 | 1.74 | 1.73 | 1.74 | 1.79 | 1.79 | 1.79 |
* 1 = Top 20%, 5 = Bottom 20%