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Jpmorgan Us Equity Fund R2: (MF: JUEZX)

(NASDAQ Mutual Funds) As of May 8, 2025 08:00 PM ET

$23.25 USD

+0.13 (0.56%)

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 Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -5.79 55
3 months -5.79 55
6 months -4.81 70
1 Year 4.68 39
3 Year 7.50 36
5 Year 18.14 22
10 Year 11.84 24

* 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) 961.79

Load Adjusted Returns as of Mar 31, 2025

1 Year 4.68
5 Year 18.14
10 Year 11.84
Since Inception 13.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.79 NA NA NA
2024 10.97 4.13 5.60 1.03
2023 7.40 8.37 -2.98 11.94
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

Annual Return

20252024202320222021202020192018201720162015
% Total Return -5.7923.3026.41-19.3627.8725.7831.24-6.5920.7710.190.17
% Total Return Rel to Index -1.52-1.720.16-1.15-0.807.38-0.24-2.20-1.02-1.73-1.21
% Total Return Rel to Peer -0.763.903.410.335.815.862.820.260.092.381.76
% Perf Quintile vs Peer* 0.000.002.003.002.002.003.003.003.003.003.00
% Dividends 0.000.010.080.070.010.050.060.080.060.080.07
% Yield 0.000.060.070.420.070.240.330.530.360.520.47
Capital Gains ($) 0.001.410.230.672.221.101.461.791.260.530.69
Expense Ratio 0.001.191.191.191.191.191.191.211.201.441.20

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