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JPMorgan U.S. GARP Equity C (JCICX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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77.33-0.15 (-0.19%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return21.78%
5-Year Average Return17.10%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Jun 20, 2024)40.98%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return40.98%
Worst 3-Yr Total Return5.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJCICXCategory
YTD14.87%12.38%
1-Month5.99%5.09%
3-Month3.64%10.28%
1-Year35.24%41.70%
3-Year10.99%22.56%
5-Year17.44%21.98%
10-Year13.71%15.99%
Last Bull Market31.26%25.99%
Last Bear Market-20.15%-17.29%

Annual Total Return (%) History

Year
JCICXCategory
2024
N/AN/A
2023
40.98%N/A
2022
-28.13%N/A
2021
30.04%N/A
2020
26.80%35.86%
2019
28.18%31.90%
2018
-4.26%-2.09%
2017
30.93%27.67%
2016
4.91%3.23%
2015
1.38%3.60%
2014
15.55%10.00%
2013
33.27%33.92%
2012
15.10%15.34%
2011
0.63%-2.46%
2010
15.01%15.53%
2009
32.75%35.68%
2008
-39.67%-40.67%
2007
10.39%13.35%
2006
8.47%7.05%
2005
N/A6.71%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.69%N/AN/AN/A
202313.92%12.14%-3.12%13.92%
2022-8.73%-20.15%-3.70%2.41%
20215.02%9.87%0.04%12.65%
2020-15.70%24.56%9.41%10.37%
201914.89%2.23%-0.52%9.70%
20181.47%4.02%8.62%-16.50%
20179.44%3.90%6.64%7.98%
2016-0.47%-0.53%4.39%1.52%
20151.01%0.73%-6.58%6.67%
20141.69%4.53%3.24%5.30%
20139.91%2.26%6.33%11.52%
201214.59%-4.05%7.02%-2.19%
20116.69%1.39%-14.99%9.42%
20105.26%-13.24%11.86%12.57%
2009-7.11%14.72%15.59%7.78%
2008-12.62%2.55%-13.39%-22.26%
20072.46%6.12%3.05%-1.48%
20063.93%-3.27%2.08%5.70%
20051.81%4.98%2.49%N/A

Rank In Category (By Total Return)

YTD26
1-Month32
3-Month24
1-Year27
3-Year8
5-Year24

Load Adjusted Returns

1-Year34.24%
3-Year10.99%
5-Year17.44%
10-Year13.71%