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JPMorgan US Equity L (JMUEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.87+0.09 (+0.36%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.08%
5-year average return16.62%
Number of years up22
Number of years down8
Best 1-yr total return (2 Jul 2024)36.04%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return36.04%
Worst 3-yr total return8.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMUEXCategory
YTD15.95%5.31%
1-month3.46%-4.19%
3-month4.29%3.90%
1-year26.35%20.31%
3-year10.62%6.48%
5-year16.76%11.78%
10-year13.38%10.96%
Last bull market26.83%25.56%
Last bear market-16.28%-15.11%

Annual total return (%) history

Year
JMUEXCategory
2024
N/AN/A
2023
27.26%22.32%
2022
-18.87%-16.96%
2021
28.69%26.07%
2020
26.54%15.83%
2019
32.13%28.78%
2018
-5.95%-6.27%
2017
21.52%20.44%
2016
10.88%10.37%
2015
0.79%-1.07%
2014
13.83%10.96%
2013
36.04%31.50%
2012
17.35%14.96%
2011
-1.53%-1.27%
2010
14.50%14.01%
2009
33.27%28.17%
2008
-34.63%-37.79%
2007
10.54%6.16%
2006
17.31%14.17%
2005
2.63%5.88%
2004
10.96%10.02%
2003
32.63%27.05%
2002
-26.49%-22.25%
2001
-9.30%-13.50%
2000
-6.37%-6.31%
1999
14.88%20.16%
1998
24.79%22.39%
1997
28.58%28.37%
1996
21.22%20.76%
1995
32.81%32.35%
1994
-0.32%-0.93%
1993
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.18%4.29%N/AN/A
20237.66%8.48%-2.81%12.12%
2022-4.55%-16.28%-4.40%6.19%
20215.43%7.95%0.85%12.13%
2020-17.10%22.52%9.59%13.70%
201913.59%4.53%0.76%10.46%
2018-1.09%3.00%8.89%-15.22%
20176.71%2.10%4.37%6.87%
2016-0.89%1.41%5.09%4.97%
20151.80%0.34%-7.86%7.09%
20141.67%4.91%1.26%5.39%
201310.60%3.70%6.76%11.11%
201214.55%-4.77%7.04%0.50%
20114.75%-0.11%-15.24%11.05%
20105.13%-12.08%11.02%11.57%
2009-8.19%17.29%15.54%7.12%
2008-9.13%-1.90%-7.58%-20.66%
20071.69%7.91%3.67%-2.83%
20064.42%-1.05%5.70%7.42%
2005-3.08%1.22%2.78%1.78%
20042.29%1.17%-1.33%8.67%
2003-2.65%18.06%2.08%13.05%
2002-1.87%-15.78%-18.06%8.55%
2001-12.88%8.13%-15.70%14.21%
20003.63%-4.38%2.44%-7.77%
19993.38%11.00%-10.12%11.37%
199812.80%2.54%-11.17%21.46%
19972.62%14.63%9.61%-0.28%
19966.71%2.37%2.53%8.24%
199510.44%7.62%6.67%4.75%
1994-2.07%0.19%4.52%-2.80%
19934.87%N/AN/AN/A

Rank in category (by total return)

YTD21
1-month32
3-month20
1-year17
3-year13
5-year3

Load adjusted returns

1-year26.35%
3-year10.62%
5-year16.76%
10-year13.38%