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Jpmorgan Smid Cap Equity Fund Class A: (MF: PECAX)
(NASDAQ Mutual Funds) As of May 29, 2025 08:00 PM ET
$15.88 USD
+0.05 (0.32%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.73 | 82 |
| 3 months | -11.78 | 79 |
| 6 months | -9.17 | 94 |
| 1 Year | 1.86 | 81 |
| 3 Year | 1.92 | 94 |
| 5 Year | 8.66 | 89 |
| 10 Year | 5.25 | 93 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 126.61 |
| Bear Market (10/07 - 2/09) | -51.71 |
| Bull Market (2/09 - 3/21) | 568.70 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -6.28 |
| 5 Year | 11.48 |
| 10 Year | 4.96 |
| Since Inception | 9.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.97 | NA | NA | NA |
| 2024 | 6.37 | -4.68 | 10.54 | -1.48 |
| 2023 | 2.84 | 5.09 | -4.91 | 10.00 |
| 2022 | -7.16 | -14.16 | -5.23 | 6.94 |
| 2021 | 7.15 | 5.17 | 0.66 | 8.44 |
| 2020 | -28.52 | 22.39 | 6.89 | 17.52 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.73 | 10.42 | 13.04 | -19.23 | 23.03 | 9.91 | 25.83 | -11.86 | 16.72 | 11.78 | -6.16 |
| % Total Return Rel to Index | -3.81 | -14.60 | -13.20 | -1.03 | -5.65 | -8.49 | -5.66 | -7.47 | -5.07 | -0.14 | -7.55 |
| % Total Return Rel to Peer | -3.25 | -8.97 | -9.95 | 0.46 | 0.97 | -10.00 | -2.59 | -5.00 | -3.95 | 3.97 | -4.56 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 4.00 | 4.00 | 5.00 | 4.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.02 | 0.05 | 0.00 | 0.00 | 0.10 | 0.08 | 0.07 | 0.13 | 0.11 | 0.10 |
| % Yield | 0.00 | 0.16 | 0.18 | 0.00 | 0.00 | 0.51 | 0.41 | 0.36 | 0.52 | 0.53 | 0.51 |
| Capital Gains ($) | 0.00 | 0.11 | 0.00 | 1.80 | 4.19 | 0.63 | 2.03 | 4.26 | 1.66 | 0.00 | 1.72 |
| Expense Ratio | 0.00 | 1.08 | 1.10 | 1.14 | 1.11 | 1.14 | 1.14 | 1.14 | 1.14 | 1.15 | 1.14 |
* 1 = Top 20%, 5 = Bottom 20%