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

(NASDAQ Mutual Funds) As of May 26, 2023 08:00 PM ET

$19.00 USD

+0.27 (1.44%)

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 Apr 30, 2023

Total Return %* Percentile Rank Objective
YTD 8.94 33
3 months 2.47 26
6 months 8.56 31
1 Year 1.62 37
3 Year 14.90 25
5 Year 12.51 6
10 Year 12.82 10

* 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 - 9/19) 797.81

Load Adjusted Returns as of Apr 30, 2023

1 Year -8.54
5 Year 12.29
10 Year 12.89
Since Inception 10.56

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2023 7.59 NA NA NA
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
2018 -1.02 3.00 8.88 -15.21

Annual Return

20232022202120202019201820172016201520142013
% Total Return 8.94-18.8528.6926.6132.02-5.8821.5910.830.7913.9636.06
% Total Return Rel to Index -0.21-0.650.018.210.53-1.49-0.20-1.10-0.590.313.68
% Total Return Rel to Peer 1.950.846.636.693.600.970.913.012.395.755.36
% Perf Quintile vs Peer* 2.003.001.002.002.003.003.002.003.001.002.00
% Dividends 0.040.190.150.150.160.170.160.160.160.190.14
% Yield 1.051.060.590.740.871.090.911.061.061.140.93
Capital Gains ($) 0.000.672.221.101.461.791.260.530.691.270.97
Expense Ratio 0.000.540.540.540.540.540.560.560.570.590.59

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