Back to top
more

Jpmorgan U.s. Equity R5: (MF: JUSRX)

(NASDAQ Mutual Funds) As of Aug 18, 2026 05:39 PM ET

$28.80 USD

-0.24 (-0.83%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 3.80 75
3 months 1.28 77
6 months 3.22 79
1 Year 9.44 69
3 Year 15.84 47
5 Year 10.79 29
10 Year 14.78 22

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.87
Bull Market (2/09 - 3/21) 1,297.59

Load Adjusted Returns as of Jul 31, 2026

1 Year 14.07
5 Year 11.65
10 Year 15.34
Since Inception 11.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.64 13.15 NA NA
2025 -5.64 11.25 8.57 0.53
2024 11.17 4.28 5.81 1.16
2023 7.59 8.53 -2.81 12.11
2022 -4.54 -16.31 -4.34 6.19
2021 5.43 7.94 0.84 12.12

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.8014.5724.1127.25-18.8528.6926.6132.02-5.8821.5910.83
% Total Return Rel to Index -5.69-3.64-0.901.00-0.650.018.210.53-1.49-0.20-1.10
% Total Return Rel to Peer -5.451.864.724.250.846.636.693.600.970.913.01
% Perf Quintile vs Peer* 5.003.002.002.003.001.002.002.003.003.002.00
% Dividends 0.060.150.160.200.190.150.150.160.170.160.16
% Yield 0.200.500.600.601.060.590.740.871.090.911.06
Capital Gains ($) 0.001.421.410.230.672.221.101.461.791.260.53
Expense Ratio 0.000.540.540.540.540.540.540.540.540.560.56

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