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Jpmorgan Us Equity Fund R2: (MF: JUEZX)

(NASDAQ Mutual Funds) As of Dec 8, 2023 08:00 PM ET

$20.37 USD

+0.11 (0.54%)

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 Oct 31, 2023

Total Return %* Percentile Rank Objective
YTD 10.89 29
3 months -7.85 27
6 months 2.05 28
1 Year 10.40 29
3 Year 9.78 29
5 Year 11.76 11
10 Year 10.97 17

* 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) 727.76

Load Adjusted Returns as of Oct 31, 2023

1 Year 19.73
5 Year 10.21
10 Year 11.63
Since Inception 13.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2023 7.40 8.37 -2.98 NA
2022 -4.69 -16.45 -4.48 6.02
2021 5.26 7.81 0.65 11.93
2020 -17.24 22.40 9.43 13.46
2019 13.39 4.43 0.53 10.24
2018 -1.26 2.87 8.69 -15.39

Annual Return

20232022202120202019201820172016201520142013
% Total Return 10.89-19.3627.8725.7831.24-6.5920.7710.190.1713.2235.20
% Total Return Rel to Index 0.22-1.15-0.807.38-0.24-2.20-1.02-1.73-1.21-0.422.81
% Total Return Rel to Peer 4.250.335.815.862.820.260.092.381.765.014.49
% Perf Quintile vs Peer* 2.003.002.002.003.003.003.002.003.001.002.00
% Dividends 0.050.070.010.050.060.080.060.080.070.100.07
% Yield 0.420.420.070.240.330.530.360.520.470.640.47
Capital Gains ($) 0.000.672.221.101.461.791.260.530.691.270.97
Expense Ratio 1.191.191.191.191.191.211.201.441.201.221.22

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