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Jpmorgan U.s. Equity Fund R6: (MF: JUEMX)

(NASDAQ Mutual Funds) As of May 21, 2024 08:00 PM ET

$24.08 USD

+0.02 (0.08%)

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 Apr 30, 2024

Total Return %* Percentile Rank Objective
YTD 6.62 28
3 months 5.15 23
6 months 21.68 44
1 Year 24.65 29
3 Year 8.17 10
5 Year 14.91 6
10 Year 13.13 13

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2024

1 Year 31.64
5 Year 16.94
10 Year 13.56
Since Inception 14.08

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 11.21 NA NA NA
2023 7.59 8.59 -2.82 12.16
2022 -4.55 -16.25 -4.36 6.26
2021 5.39 8.00 0.87 12.16
2020 -17.09 22.57 9.65 13.74
2019 13.58 4.61 0.78 10.44

Annual Return

20242023202220212020201920182017201620152014
% Total Return 6.6227.35-18.7628.7926.7332.25-5.8621.7110.880.8513.99
% Total Return Rel to Index 0.571.10-0.560.118.330.76-1.46-0.08-1.05-0.530.35
% Total Return Rel to Peer 1.794.350.936.736.823.831.001.033.062.455.79
% Perf Quintile vs Peer* 0.002.003.001.002.002.003.003.002.002.001.00
% Dividends 0.030.220.210.170.170.170.180.180.170.170.19
% Yield 0.160.941.180.690.840.971.190.991.131.131.20
Capital Gains ($) 0.000.230.672.221.101.461.791.260.530.691.27
Expense Ratio 0.000.440.440.440.440.440.460.500.500.510.54

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