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Jpmorgan Smid Cap Equity Fund Class R6: (MF: WOOSX)
(NASDAQ Mutual Funds) As of May 27, 2025 08:00 PM ET
$17.93 USD
+0.35 (1.99%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.60 | 81 |
| 3 months | -11.71 | 79 |
| 6 months | -8.98 | 94 |
| 1 Year | 2.35 | 79 |
| 3 Year | 2.41 | 93 |
| 5 Year | 9.20 | 87 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -0.89 |
| 5 Year | 13.18 |
| 10 Year | NA |
| Since Inception | 7.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.87 | NA | NA | NA |
| 2024 | 6.52 | -4.56 | 10.68 | -1.36 |
| 2023 | 2.94 | 5.19 | -4.75 | 10.11 |
| 2022 | -7.07 | -14.07 | -5.09 | 7.11 |
| 2021 | 7.27 | 5.30 | 0.83 | 8.59 |
| 2020 | -28.42 | 22.49 | 7.05 | 17.65 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.60 | 10.98 | 13.57 | -18.82 | 23.69 | 10.43 | 26.43 | -11.41 | 17.28 | 12.36 |
| % Total Return Rel to Index | -3.68 | -14.03 | -12.67 | -0.61 | -4.98 | -7.96 | -5.05 | -7.01 | -4.51 | 0.43 |
| % Total Return Rel to Peer | -3.13 | -8.40 | -9.42 | 0.87 | 1.63 | -9.47 | -1.98 | -4.55 | -3.39 | 4.54 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 4.00 | 4.00 | 5.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.11 | 0.12 | 0.07 | 0.00 | 0.19 | 0.17 | 0.19 | 0.24 | 0.19 |
| % Yield | 0.00 | 0.58 | 0.63 | 0.40 | 0.00 | 0.92 | 0.82 | 0.91 | 0.93 | 0.88 |
| Capital Gains ($) | 0.00 | 0.11 | 0.00 | 1.80 | 4.19 | 0.63 | 2.03 | 4.26 | 1.65 | 0.00 |
| Expense Ratio | 0.00 | 0.59 | 0.60 | 0.64 | 0.60 | 0.64 | 0.64 | 0.64 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%