New Zealand markets closed

JPMorgan SMID Cap Equity I (WOOPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
18.76+0.09 (+0.48%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.67%
5-year average return8.68%
Number of years up24
Number of years down8
Best 1-yr total return (3 Oct 2024)40.34%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return40.34%
Worst 3-yr total return3.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWOOPXCategory
YTD12.32%17.04%
1-month1.89%-0.01%
3-month10.67%5.47%
1-year23.55%50.44%
3-year3.79%13.15%
5-year8.52%13.75%
10-year7.60%11.35%
Last bull market24.86%25.95%
Last bear market-14.11%-22.55%

Annual total return (%) history

Year
WOOPXCategory
2024
N/AN/A
2023
13.32%N/A
2022
-19.04%N/A
2021
23.33%N/A
2020
10.20%12.39%
2019
26.12%26.21%
2018
-11.62%-11.15%
2017
16.96%15.93%
2016
12.12%14.14%
2015
-5.90%-4.75%
2014
15.62%7.80%
2013
40.34%34.10%
2012
16.18%16.15%
2011
-1.57%-3.81%
2010
19.34%22.52%
2009
35.91%37.39%
2008
-39.43%-39.18%
2007
3.11%4.85%
2006
13.88%14.03%
2005
17.62%9.25%
2004
14.41%16.30%
2003
30.49%36.28%
2002
-17.97%-16.55%
2001
-4.53%-3.12%
2000
20.42%6.36%
1999
10.58%20.92%
1998
4.62%10.36%
1997
27.89%25.92%
1996
25.05%19.23%
1995
19.74%30.17%
1994
-3.26%-1.60%
1993
24.04%14.35%
1992
24.57%12.29%
1991
N/A33.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.49%-4.70%10.67%N/A
20232.89%5.15%-4.78%10.00%
2022-7.09%-14.11%-5.17%6.99%
20217.17%5.26%0.75%8.52%
2020-28.46%22.42%7.00%17.60%
201914.00%1.30%1.64%7.45%
2018-0.59%1.65%4.87%-16.60%
20174.75%1.22%3.92%6.15%
20161.93%2.10%4.68%2.92%
20153.10%-3.54%-8.94%3.91%
20143.13%5.21%-1.36%8.02%
201314.61%2.56%8.84%9.70%
201212.75%-4.38%5.08%2.55%
201110.21%0.42%-20.95%12.51%
20108.26%-11.38%11.12%11.94%
2009-8.83%17.00%18.98%7.08%
2008-10.37%4.20%-15.32%-23.42%
20075.29%4.93%-2.56%-4.22%
20068.44%-2.12%-0.39%7.70%
20051.90%5.00%8.18%1.61%
20042.65%1.72%-1.51%11.25%
2003-3.58%15.71%5.22%11.16%
20025.91%-10.77%-16.94%4.50%
2001-11.50%11.23%-17.29%17.25%
200016.09%-3.79%12.25%-3.95%
1999-4.33%13.22%-11.27%15.06%
199811.75%-3.86%-20.69%22.78%
1997-2.69%17.38%12.83%-0.76%
19967.06%3.46%5.59%6.92%
19955.55%7.13%5.34%0.52%
1994-2.22%-2.63%4.63%-2.89%
19937.88%2.15%7.09%5.10%
19924.55%-1.78%7.44%12.91%
19913.74%5.07%N/AN/A

Rank in category (by total return)

YTD71
1-month41
3-month11
1-year81
3-year82
5-year90

Load adjusted returns

1-year23.55%
3-year3.79%
5-year8.52%
10-year7.60%