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Jpmorgan U.s. Equity Fund - A Share Class: (MF: JUEAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$23.69 USD
+0.37 (1.59%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.74 | 54 |
| 3 months | -5.74 | 54 |
| 6 months | -4.72 | 68 |
| 1 Year | 4.88 | 38 |
| 3 Year | 7.78 | 33 |
| 5 Year | 18.41 | 18 |
| 10 Year | 12.12 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 119.50 |
| Bear Market (10/07 - 2/09) | -48.20 |
| Bull Market (2/09 - 3/21) | 1,004.29 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -0.35 |
| 5 Year | 17.20 |
| 10 Year | 11.55 |
| Since Inception | 10.80 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.74 | NA | NA | NA |
| 2024 | 11.10 | 4.17 | 5.67 | 1.07 |
| 2023 | 7.48 | 8.43 | -2.93 | 12.00 |
| 2022 | -4.66 | -16.38 | -4.41 | 6.06 |
| 2021 | 5.31 | 7.83 | 0.70 | 12.05 |
| 2020 | -17.17 | 22.44 | 9.41 | 13.60 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.74 | 23.63 | 26.71 | -19.17 | 28.15 | 26.07 | 31.57 | -6.29 | 21.13 | 10.45 | 0.41 |
| % Total Return Rel to Index | -1.47 | -1.38 | 0.46 | -0.97 | -0.52 | 7.67 | 0.08 | -1.90 | -0.65 | -1.48 | -0.97 |
| % Total Return Rel to Peer | -0.71 | 4.24 | 3.71 | 0.52 | 6.09 | 6.15 | 3.15 | 0.56 | 0.46 | 2.63 | 2.00 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.07 | 0.13 | 0.12 | 0.06 | 0.08 | 0.10 | 0.11 | 0.10 | 0.11 | 0.10 |
| % Yield | 0.00 | 0.26 | 0.30 | 0.67 | 0.27 | 0.40 | 0.57 | 0.74 | 0.58 | 0.73 | 0.70 |
| Capital Gains ($) | 0.00 | 1.41 | 0.23 | 0.67 | 2.22 | 1.10 | 1.46 | 1.79 | 1.26 | 0.53 | 0.69 |
| Expense Ratio | 0.00 | 0.94 | 0.94 | 0.94 | 0.94 | 0.94 | 0.94 | 0.94 | 0.94 | 0.94 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%