Home
Mail
Search
News
Finance
Sport
TV
Lifestyle
Entertainment
Mobile
Horoscopes
More
Yahoo
Mail
Watchlists
My Portfolios
Market Data
Latest News
Industries
Personal Finance
Currency Convertor
Video
New Zealand markets closed
NZX 50
11,627.86
-54.53
(-0.47%)
NZD/USD
0.6124
+0.0003
(+0.06%)
ALL ORDS
7,975.10
-64.80
(-0.81%)
OIL
80.97
+0.24
(+0.30%)
GOLD
2,337.80
+6.60
(+0.28%)
JPMorgan Small Cap Sustainable Ldrs C (VSSRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
38.41
0.00
(0.00%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.35%
5-year average return
3.97%
Number of years up
5
Number of years down
2
Best 1-yr total return (20 May 2024)
23.36%
Worst 1-yr total return (20 May 2024)
N/A
Best 3-yr total return
23.36%
Worst 3-yr total return
-1.69%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
VSSRX
Category
YTD
-2.12%
20.19%
1-month
-5.11%
0.02%
3-month
1.81%
4.36%
1-year
8.13%
60.18%
3-year
-7.62%
11.32%
5-year
1.85%
13.88%
10-year
4.84%
11.19%
Last bull market
25.02%
27.98%
Last bear market
-19.10%
-24.08%
Annual total return (%) history
Year
VSSRX
Category
2024
N/A
N/A
2023
8.17%
N/A
2022
-21.50%
N/A
2021
11.89%
N/A
2020
12.84%
10.99%
2019
23.36%
23.75%
2018
-12.64%
-12.72%
2017
14.21%
12.28%
2016
N/A
20.78%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.15%
N/A
N/A
N/A
2023
-0.32%
3.21%
-7.26%
13.37%
2022
-8.07%
-19.10%
-2.45%
8.20%
2021
15.93%
2.86%
-7.65%
1.60%
2020
-34.95%
25.87%
4.81%
31.51%
2019
14.65%
1.09%
-4.10%
10.99%
2018
0.25%
7.31%
2.61%
-20.86%
2017
2.28%
2.06%
6.27%
2.96%
2016
8.53%
10.94%
N/A
N/A
Rank in category (by total return)
YTD
64
1-month
14
3-month
49
1-year
89
3-year
99
5-year
98
Load adjusted returns
1-year
7.13%
3-year
-7.62%
5-year
1.85%
10-year
4.84%
Data disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy dashboard
About our ads
© 2024 Yahoo. All rights reserved.