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Jpmorgan Us Equity Fund R2: (MF: JUEZX)
(NASDAQ Mutual Funds) As of Dec 8, 2023 08:00 PM ET
$20.37 USD
+0.11 (0.54%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Oct 31, 2023
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.89 | 29 |
| 3 months | -7.85 | 27 |
| 6 months | 2.05 | 28 |
| 1 Year | 10.40 | 29 |
| 3 Year | 9.78 | 29 |
| 5 Year | 11.76 | 11 |
| 10 Year | 10.97 | 17 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 727.76 |
Load Adjusted Returns as of Oct 31, 2023
| 1 Year | 19.73 |
| 5 Year | 10.21 |
| 10 Year | 11.63 |
| Since Inception | 13.36 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2023 | 7.40 | 8.37 | -2.98 | NA |
| 2022 | -4.69 | -16.45 | -4.48 | 6.02 |
| 2021 | 5.26 | 7.81 | 0.65 | 11.93 |
| 2020 | -17.24 | 22.40 | 9.43 | 13.46 |
| 2019 | 13.39 | 4.43 | 0.53 | 10.24 |
| 2018 | -1.26 | 2.87 | 8.69 | -15.39 |
Annual Return
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.89 | -19.36 | 27.87 | 25.78 | 31.24 | -6.59 | 20.77 | 10.19 | 0.17 | 13.22 | 35.20 |
| % Total Return Rel to Index | 0.22 | -1.15 | -0.80 | 7.38 | -0.24 | -2.20 | -1.02 | -1.73 | -1.21 | -0.42 | 2.81 |
| % Total Return Rel to Peer | 4.25 | 0.33 | 5.81 | 5.86 | 2.82 | 0.26 | 0.09 | 2.38 | 1.76 | 5.01 | 4.49 |
| % Perf Quintile vs Peer* | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 1.00 | 2.00 |
| % Dividends | 0.05 | 0.07 | 0.01 | 0.05 | 0.06 | 0.08 | 0.06 | 0.08 | 0.07 | 0.10 | 0.07 |
| % Yield | 0.42 | 0.42 | 0.07 | 0.24 | 0.33 | 0.53 | 0.36 | 0.52 | 0.47 | 0.64 | 0.47 |
| Capital Gains ($) | 0.00 | 0.67 | 2.22 | 1.10 | 1.46 | 1.79 | 1.26 | 0.53 | 0.69 | 1.27 | 0.97 |
| Expense Ratio | 1.19 | 1.19 | 1.19 | 1.19 | 1.19 | 1.21 | 1.20 | 1.44 | 1.20 | 1.22 | 1.22 |
* 1 = Top 20%, 5 = Bottom 20%