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Jpmorgan U.s. Small Company Fund Class L: (MF: JUSSX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$17.88 USD
+0.20 (1.13%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.83 | 59 |
| 3 months | 8.42 | 37 |
| 6 months | -2.83 | 59 |
| 1 Year | 3.06 | 74 |
| 3 Year | 9.79 | 47 |
| 5 Year | 11.86 | 39 |
| 10 Year | 6.97 | 59 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 104.80 |
| Bear Market (10/07 - 2/09) | -51.45 |
| Bull Market (2/09 - 3/21) | 686.38 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 3.06 |
| 5 Year | 11.85 |
| 10 Year | 6.97 |
| Since Inception | 9.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.38 | 8.42 | NA | NA |
| 2024 | 9.83 | -4.08 | 6.55 | -0.46 |
| 2023 | 2.55 | 5.05 | -4.86 | 11.78 |
| 2022 | -5.77 | -16.80 | -2.56 | 9.20 |
| 2021 | 15.27 | 3.06 | -2.31 | 5.44 |
| 2020 | -30.67 | 23.62 | 6.56 | 29.41 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.83 | 11.73 | 14.56 | -16.59 | 22.37 | 18.19 | 22.16 | -12.09 | 8.97 | 20.70 | -3.12 |
| % Total Return Rel to Index | -9.03 | -13.28 | -11.68 | 1.61 | -6.30 | -0.20 | -9.32 | -7.70 | -12.82 | 8.76 | -4.50 |
| % Total Return Rel to Peer | -1.04 | -0.18 | -1.51 | 2.92 | 3.06 | -0.80 | -3.27 | -1.32 | -6.62 | 4.75 | 1.60 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 3.00 | 4.00 | 4.00 | 5.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.08 | 0.08 | 0.08 | 0.02 | 0.11 | 0.11 | 0.05 | 0.05 | 0.08 | 0.08 |
| % Yield | 0.00 | 0.41 | 0.42 | 0.52 | 0.07 | 0.52 | 0.61 | 0.29 | 0.28 | 0.43 | 0.50 |
| Capital Gains ($) | 0.00 | 1.40 | 0.00 | 0.85 | 5.32 | 0.51 | 0.01 | 1.86 | 1.19 | 0.00 | 0.67 |
| Expense Ratio | 0.00 | 0.81 | 0.82 | 0.81 | 0.81 | 0.81 | 0.81 | 0.81 | 0.82 | 0.82 | 0.82 |
* 1 = Top 20%, 5 = Bottom 20%