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JPMorgan Hedged Equity I (JHEQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.32+0.13 (+0.42%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.87%
5-Year Average Return9.97%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Jun 30, 2024)16.06%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return16.06%
Worst 3-Yr Total Return5.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJHEQXCategory
YTD7.00%6.64%
1-Month3.75%1.03%
3-Month2.08%3.58%
1-Year13.75%16.67%
3-Year6.32%6.96%
5-Year10.43%6.01%
10-Year7.94%4.42%
Last Bull Market12.98%12.48%
Last Bear Market-5.33%-10.95%

Annual Total Return (%) History

Year
JHEQXCategory
2024
N/AN/A
2023
16.06%N/A
2022
-8.06%N/A
2021
13.43%N/A
2020
14.10%7.16%
2019
13.31%11.34%
2018
-0.71%-3.45%
2017
12.70%6.02%
2016
9.58%3.31%
2015
-1.43%-1.77%
2014
9.62%2.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.83%N/AN/AN/A
20236.81%5.93%-2.87%5.60%
2022-4.60%-5.33%-4.72%6.84%
20214.54%4.02%-0.16%4.49%
2020-4.93%9.06%4.76%5.04%
20193.91%3.44%1.07%4.31%
2018-1.86%3.07%3.78%-5.42%
20173.79%2.16%3.23%2.96%
20160.13%1.98%3.23%3.96%
20150.89%-0.25%-5.75%3.92%
20141.71%2.71%0.85%4.05%

Rank In Category (By Total Return)

YTD28
1-Month19
3-Month75
1-Year70
3-Year47
5-Year10

Load Adjusted Returns

1-Year13.75%
3-Year6.32%
5-Year10.43%
10-Year7.94%