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

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$25.50 USD

+0.05 (0.20%)

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 Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 19.99 19
3 months 7.06 24
6 months 11.66 11
1 Year 28.11 21
3 Year 9.72 7
5 Year 17.69 6
10 Year 13.47 14

* 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) 1,012.36

Load Adjusted Returns as of Aug 31, 2024

1 Year 26.34
5 Year 16.75
10 Year 13.40
Since Inception 11.73

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 11.17 4.28 NA NA
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
2020 -17.10 22.59 9.58 13.69
2019 13.50 4.59 0.75 10.37

Annual Return

20242023202220212020201920182017201620152014
% Total Return 19.9927.25-18.8528.6926.6132.02-5.8821.5910.830.7913.96
% Total Return Rel to Index 0.441.00-0.650.018.210.53-1.49-0.20-1.10-0.590.31
% Total Return Rel to Peer 5.144.250.846.636.693.600.970.913.012.395.75
% Perf Quintile vs Peer* 0.002.003.001.002.002.003.003.002.003.001.00
% Dividends 0.070.200.190.150.150.160.170.160.160.160.19
% Yield 0.280.821.060.590.740.871.090.911.061.061.14
Capital Gains ($) 0.000.230.672.221.101.461.791.260.530.691.27
Expense Ratio 0.540.540.540.540.540.540.540.560.560.570.59

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