Jpmorgan Small Cap Blend Fund Class C: (MF: VSCCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$14.03 USD
+0.30 (2.19%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -8.77 | 76 |
3 months | -8.77 | 76 |
6 months | -8.73 | 94 |
1 Year | -6.64 | 94 |
3 Year | 0.20 | 92 |
5 Year | 11.90 | 87 |
10 Year | 8.41 | 67 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 119.63 |
Bear Market (10/07 - 2/09) | -54.87 |
Bull Market (2/09 - 3/21) | 715.65 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | -7.57 |
5 Year | 11.90 |
10 Year | 8.41 |
Since Inception | 8.29 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -8.77 | NA | NA | NA |
2024 | 7.23 | -3.60 | 6.11 | 0.04 |
2023 | 3.21 | 5.05 | -5.62 | 11.97 |
2022 | -8.17 | -15.48 | -0.64 | 4.45 |
2021 | 10.03 | 2.62 | -3.38 | 4.12 |
2020 | -25.81 | 24.00 | 5.57 | 27.68 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -8.77 | 9.74 | 14.58 | -19.46 | 13.59 | 24.02 | 29.64 | -4.20 | 40.72 | 7.29 | -2.70 |
% Total Return Rel to Index | -4.50 | -15.27 | -11.66 | -1.25 | -15.08 | 5.61 | -1.84 | 0.19 | 18.93 | -4.64 | -4.09 |
% Total Return Rel to Peer | -3.74 | -9.64 | -8.41 | 0.23 | -8.46 | 4.10 | 1.21 | 2.65 | 20.05 | -0.52 | -1.10 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 5.00 | 2.00 | 3.00 | 2.00 | 1.00 | 3.00 | 4.00 |
% Dividends | 0.00 | 0.22 | 0.04 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 1.38 | 1.49 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.46 | 2.01 | 0.46 | 0.65 | 6.24 | 2.72 | 3.19 | 3.22 |
Expense Ratio | 0.00 | 1.73 | 1.74 | 1.75 | 1.73 | 1.74 | 1.74 | 1.74 | 1.74 | 1.75 | 1.75 |
* 1 = Top 20%, 5 = Bottom 20%