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Jpmorgan U.s. Equity Fund I Class: (MF: JUESX)

(NASDAQ Mutual Funds) As of Sep 16, 2024 08:00 PM ET

$25.36 USD

+0.03 (0.12%)

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 Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 19.87 20
3 months 7.01 25
6 months 11.58 12
1 Year 27.87 23
3 Year 9.36 10
5 Year 17.52 7
10 Year 13.28 15

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 122.99
Bear Market (10/07 - 2/09) -48.01
Bull Market (2/09 - 3/21) 982.59

Load Adjusted Returns as of Aug 31, 2024

1 Year 26.19
5 Year 16.58
10 Year 13.21
Since Inception 11.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 11.17 4.26 NA NA
2023 7.57 8.47 -2.85 12.06
2022 -4.58 -16.34 -4.39 6.17
2021 5.36 7.92 0.76 12.12
2020 -17.17 22.52 9.56 13.68
2019 13.47 4.56 0.65 10.42

Annual Return

20242023202220212020201920182017201620152014
% Total Return 19.8727.03-18.9728.4626.4131.88-6.0721.4110.630.5913.70
% Total Return Rel to Index 0.330.79-0.77-0.218.010.39-1.67-0.38-1.29-0.790.06
% Total Return Rel to Peer 5.034.030.726.406.493.460.780.732.812.195.50
% Perf Quintile vs Peer* 0.002.003.001.002.002.003.003.002.003.001.00
% Dividends 0.060.180.170.120.130.130.150.140.140.120.16
% Yield 0.220.690.920.470.630.730.960.760.890.800.98
Capital Gains ($) 0.000.230.672.221.101.461.791.260.530.691.27
Expense Ratio 0.690.690.690.690.690.690.710.760.760.770.79

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