New Zealand markets closed

JPMorgan Equity Focus Fund (JPFAX)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
Add to watchlist
34.30+0.36 (+1.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return24.23%
5-year average return12.78%
Number of years up9
Number of years down2
Best 1-yr total return (27 Jul 2023)39.41%
Worst 1-yr total return (27 Jul 2023)N/A
Best 3-yr total return39.41%
Worst 3-yr total return6.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJPFAXCategory
YTD24.23%5.31%
1-month5.09%-4.19%
3-month12.72%3.90%
1-year14.13%20.31%
3-year15.95%6.48%
5-year12.78%11.78%
10-year12.69%10.96%
Last bull market42.62%25.56%
Last bear market-15.77%-15.11%

Annual total return (%) history

Year
JPFAXCategory
2023
N/A22.32%
2022
-17.80%-16.96%
2021
25.57%26.07%
2020
23.23%15.83%
2019
29.28%28.78%
2018
-5.04%-6.27%
2017
24.04%20.44%
2016
8.10%10.37%
2015
4.11%-1.07%
2014
7.84%10.96%
2013
39.41%31.50%
2012
18.08%14.96%
2011
N/A-1.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20238.66%10.63%N/AN/A
2022-0.88%-15.77%-5.59%4.30%
20216.44%8.62%-0.66%9.33%
2020-21.37%23.19%10.23%15.41%
201913.18%4.51%0.96%8.25%
2018-0.19%3.04%7.23%-13.88%
20176.02%4.60%4.50%7.02%
2016-2.44%-0.96%9.44%2.24%
20151.86%0.36%-4.04%6.12%
20141.10%2.88%1.95%1.69%
201311.45%3.73%8.81%10.82%
201218.51%-5.17%7.92%-2.64%
201110.56%N/AN/AN/A

Rank in category (by total return)

YTD6
1-month20
3-month5
1-year47
3-year7
5-year8

Load adjusted returns

1-year12.15%
3-year14.36%
5-year11.58%
10-year12.44%