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JPMorgan Trust I - JPMorgan Small Cap Sustainable Leaders Fund (JGAUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.170.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.55%
5-year average return4.50%
Number of years up4
Number of years down2
Best 1-yr total return (20 May 2024)23.94%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return23.94%
Worst 3-yr total return-1.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJGAUXCategory
YTD-1.95%20.19%
1-month-5.09%0.02%
3-month1.95%4.36%
1-year8.68%60.18%
3-year-7.16%11.32%
5-year2.36%13.88%
10-year5.39%11.19%
Last bull market25.32%27.98%
Last bear market-18.99%-24.08%

Annual total return (%) history

Year
JGAUXCategory
2024
N/AN/A
2023
8.72%N/A
2022
-21.10%N/A
2021
12.42%N/A
2020
13.41%10.99%
2019
23.94%23.75%
2018
-12.20%-12.72%
2017
N/A12.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.31%N/AN/AN/A
2023-0.17%3.34%-7.16%13.50%
2022-7.95%-18.99%-2.34%8.34%
202116.07%2.99%-7.53%1.71%
2020-34.87%26.02%4.95%31.66%
201914.77%1.21%-3.98%11.14%
20180.38%7.44%2.74%-20.75%
20173.09%N/AN/AN/A

Rank in category (by total return)

YTD62
1-month14
3-month48
1-year88
3-year99
5-year97

Load adjusted returns

1-year8.68%
3-year-7.16%
5-year2.36%
10-year5.39%