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JPMorgan US Research Enhanced Equity A (JDEAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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40.95+0.03 (+0.07%)
At close: 06:25PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.35%
5-Year Average Return15.89%
Number of Years Up17
Number of Years Down5
Best 1 Yr Total Return (May 15, 2024)33.59%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return33.59%
Worst 3-Yr Total Return7.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJDEAXCategory
YTD6.69%5.31%
1-Month-3.76%-4.19%
3-Month4.77%3.90%
1-Year24.18%20.31%
3-Year8.71%6.48%
5-Year14.15%11.78%
10-Year12.07%10.96%
Last Bull Market26.28%25.56%
Last Bear Market-16.23%-15.11%

Annual Total Return (%) History

Year
JDEAXCategory
2024
N/AN/A
2023
27.91%22.32%
2022
-18.36%-16.96%
2021
30.16%26.07%
2020
20.37%15.83%
2019
31.13%28.78%
2018
-5.87%-6.27%
2017
21.23%20.44%
2016
9.33%10.37%
2015
-2.68%-1.07%
2014
15.29%10.96%
2013
33.59%31.50%
2012
16.70%14.96%
2011
0.72%-1.27%
2010
14.89%14.01%
2009
31.06%28.17%
2008
-36.98%-37.79%
2007
4.75%6.16%
2006
15.17%14.17%
2005
3.33%5.88%
2004
10.64%10.02%
2003
28.96%27.05%
2002
-25.06%-22.25%
2001
N/A-13.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.87%N/AN/AN/A
20237.98%9.16%-2.75%11.58%
2022-4.44%-16.23%-4.66%6.96%
20216.83%8.81%0.01%11.96%
2020-19.47%21.88%9.18%12.33%
201913.31%4.13%1.17%9.85%
2018-1.59%3.16%7.82%-14.01%
20176.48%2.36%4.47%6.47%
2016-0.72%1.28%4.14%4.41%
20151.44%0.80%-9.75%5.46%
20142.55%5.42%1.15%5.43%
201310.88%3.49%5.08%10.79%
201212.90%-2.94%6.55%-0.05%
20115.21%-0.08%-13.90%11.27%
20105.16%-11.55%11.37%10.92%
2009-9.08%16.71%15.96%6.51%
2008-9.72%-3.44%-7.87%-21.53%
20071.65%5.90%1.68%-4.30%
20063.77%-1.92%5.58%7.18%
2005-2.42%1.48%2.76%1.55%
20042.00%0.90%-1.32%8.95%
2003-3.12%15.41%1.89%13.20%
2002-0.96%-14.75%-17.87%8.07%
200110.93%N/AN/AN/A

Rank In Category (By Total Return)

YTD24
1-Month23
3-Month25
1-Year20
3-Year13
5-Year7

Load Adjusted Returns

1-Year17.66%
3-Year6.77%
5-Year12.92%
10-Year11.47%