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

(NASDAQ Mutual Funds) As of May 5, 2025 08:00 PM ET

$23.77 USD

-0.12 (-0.50%)

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 -5.64 53
3 months -5.64 53
6 months -4.53 64
1 Year 5.34 34
3 Year 8.20 27
5 Year 18.90 13
10 Year 12.56 15

* 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) 1,075.06

Load Adjusted Returns as of Mar 31, 2025

1 Year 5.34
5 Year 18.90
10 Year 12.56
Since Inception 11.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.64 NA NA NA
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
2020 -17.10 22.59 9.58 13.69

Annual Return

20252024202320222021202020192018201720162015
% Total Return -5.6424.1127.25-18.8528.6926.6132.02-5.8821.5910.830.79
% Total Return Rel to Index -1.37-0.901.00-0.650.018.210.53-1.49-0.20-1.10-0.59
% Total Return Rel to Peer -0.614.724.250.846.636.693.600.970.913.012.39
% Perf Quintile vs Peer* 0.000.002.003.001.002.002.003.003.002.003.00
% Dividends 0.020.160.200.190.150.150.160.170.160.160.16
% Yield 0.090.600.701.060.590.740.871.090.911.061.06
Capital Gains ($) 0.001.410.230.672.221.101.461.791.260.530.69
Expense Ratio 0.000.540.540.540.540.540.540.540.560.560.57

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