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

(NASDAQ Mutual Funds) As of Jun 2, 2026 05:47 PM ET

$28.68 USD

0.00 (NA)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.48 68
3 months 1.92 72
6 months 1.88 67
1 Year 26.01 54
3 Year 19.40 39
5 Year 11.53 21
10 Year 15.19 20

* 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) 1,251.12

Load Adjusted Returns as of Apr 30, 2026

1 Year 12.14
5 Year 10.60
10 Year 14.07
Since Inception 11.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.64 NA 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 2.4814.5724.1127.25-18.8528.6926.6132.02-5.8821.5910.83
% Total Return Rel to Index -3.30-3.64-0.901.00-0.650.018.210.53-1.49-0.20-1.10
% Total Return Rel to Peer -3.971.864.724.250.846.636.693.600.970.913.01
% Perf Quintile vs Peer* 4.003.002.002.003.001.002.002.003.003.002.00
% Dividends 0.020.150.160.200.190.150.150.160.170.160.16
% Yield 0.550.500.600.631.060.590.740.871.090.911.06
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%