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

(NASDAQ Mutual Funds) As of May 8, 2026 05:54 PM ET

$28.01 USD

+0.16 (0.57%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -7.67 73
3 months -7.67 73
6 months -7.21 73
1 Year 11.98 67
3 Year 15.63 43
5 Year 10.44 24
10 Year 13.90 21

* 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) 1,187.23

Load Adjusted Returns as of Mar 31, 2026

1 Year 11.98
5 Year 10.44
10 Year 13.90
Since Inception 11.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.67 NA NA NA
2025 -5.69 11.20 8.52 0.49
2024 11.17 4.26 5.70 1.17
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return -7.6714.3823.9727.03-18.9728.4626.4131.88-6.0721.4110.63
% Total Return Rel to Index -2.61-3.84-1.040.79-0.77-0.218.010.39-1.67-0.38-1.29
% Total Return Rel to Peer -3.731.664.584.030.726.406.493.460.780.732.81
% Perf Quintile vs Peer* 4.003.002.002.003.002.002.002.003.003.002.00
% Dividends 0.010.110.130.180.170.120.130.130.150.140.14
% Yield 0.000.370.400.470.920.470.630.730.960.760.89
Capital Gains ($) 0.001.421.410.230.672.221.101.461.791.260.53
Expense Ratio 0.000.690.690.690.690.690.690.690.710.760.76

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