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Jpmorgan U.s. Equity Fund - A Share Class: (MF: JUEAX)

(NASDAQ Mutual Funds) As of Jan 30, 2026 06:03 PM ET

$26.88 USD

-0.09 (-0.33%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Dec 31, 2025

Total Return %* Percentile Rank Objective
YTD 14.13 48
3 months 0.44 68
6 months 8.93 42
1 Year 14.13 48
3 Year 21.37 36
5 Year 13.12 22
10 Year 14.43 23

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 119.50
Bear Market (10/07 - 2/09) -48.20
Bull Market (2/09 - 3/21) 1,134.37

Load Adjusted Returns as of Dec 31, 2025

1 Year 8.43
5 Year 11.96
10 Year 13.85
Since Inception 11.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.74 11.15 8.45 0.44
2024 11.10 4.17 5.67 1.07
2023 7.48 8.43 -2.93 12.00
2022 -4.66 -16.38 -4.41 6.06
2021 5.31 7.83 0.70 12.05

Annual Return

2025202420232022202120202019201820172016
% Total Return 14.1323.6326.71-19.1728.1526.0731.57-6.2921.1310.45
% Total Return Rel to Index -4.08-1.380.46-0.97-0.527.670.08-1.90-0.65-1.48
% Total Return Rel to Peer 1.414.243.710.526.096.153.150.560.462.63
% Perf Quintile vs Peer* 0.000.002.003.002.002.002.003.003.002.00
% Dividends 0.040.070.130.120.060.080.100.110.100.11
% Yield 0.160.260.580.670.270.400.570.740.580.73
Capital Gains ($) 1.421.410.230.672.221.101.461.791.260.53
Expense Ratio 0.940.940.940.940.940.940.940.940.940.94

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