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Jpmorgan U.s. Equity Fund - C Share Class: (MF: JUECX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$22.32 USD
+0.34 (1.55%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.87 | 55 |
| 3 months | -5.87 | 55 |
| 6 months | -4.96 | 72 |
| 1 Year | 4.38 | 42 |
| 3 Year | 7.24 | 39 |
| 5 Year | 17.83 | 27 |
| 10 Year | 11.56 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 112.84 |
| Bear Market (10/07 - 2/09) | -48.53 |
| Bull Market (2/09 - 3/21) | 918.68 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 3.33 |
| 5 Year | 17.82 |
| 10 Year | 11.57 |
| Since Inception | 10.57 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.87 | NA | NA | NA |
| 2024 | 10.95 | 4.03 | 5.56 | 0.96 |
| 2023 | 7.38 | 8.29 | -3.04 | 11.84 |
| 2022 | -4.77 | -16.45 | -4.58 | 5.92 |
| 2021 | 5.20 | 7.68 | 0.63 | 11.87 |
| 2020 | -17.26 | 22.24 | 9.38 | 13.39 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.87 | 23.03 | 26.10 | -19.58 | 27.53 | 25.45 | 30.87 | -6.76 | 20.50 | 9.90 | -0.05 |
| % Total Return Rel to Index | -1.60 | -1.98 | -0.14 | -1.38 | -1.14 | 7.05 | -0.61 | -2.37 | -1.29 | -2.02 | -1.44 |
| % Total Return Rel to Peer | -0.84 | 3.64 | 3.10 | 0.11 | 5.47 | 5.53 | 2.44 | 0.09 | -0.17 | 2.09 | 1.54 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.04 | 0.04 | 0.01 | 0.01 | 0.02 | 0.05 | 0.03 | 0.05 | 0.04 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.26 | 0.02 | 0.09 | 0.15 | 0.37 | 0.18 | 0.33 | 0.27 |
| Capital Gains ($) | 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 | 1.44 | 1.44 | 1.44 | 1.44 | 1.44 | 1.44 | 1.44 | 1.44 | 1.44 | 1.45 |
* 1 = Top 20%, 5 = Bottom 20%