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JPMorgan International Equity R5 (JIERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.91+0.16 (+0.81%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.96%
5-Year Average Return6.54%
Number of Years Up11
Number of Years Down6
Best 1 Yr Total Return (May 2, 2024)34.89%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return34.89%
Worst 3-Yr Total Return-2.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJIERXCategory
YTD2.95%9.07%
1-Month-2.93%-1.09%
3-Month4.05%5.12%
1-Year8.57%33.76%
3-Year1.45%8.50%
5-Year6.23%10.08%
10-Year4.57%5.80%
Last Bull Market21.41%14.90%
Last Bear Market-14.16%-23.70%

Annual Total Return (%) History

Year
JIERXCategory
2024
N/AN/A
2023
18.02%N/A
2022
-19.57%N/A
2021
11.84%N/A
2020
13.37%9.30%
2019
27.28%21.59%
2018
-17.72%-14.59%
2017
29.92%25.12%
2016
1.74%0.79%
2015
-2.25%-1.59%
2014
-6.28%-4.98%
2013
15.52%19.44%
2012
21.59%18.29%
2011
-10.87%-13.97%
2010
7.47%10.24%
2009
34.89%31.24%
2008
-40.54%-43.99%
2007
9.96%12.71%
2006
N/A24.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.06%N/AN/AN/A
20238.94%3.63%-6.73%12.09%
2022-11.61%-14.16%-9.66%17.32%
20211.14%5.60%-0.84%5.59%
2020-22.10%17.37%6.94%15.95%
201912.32%6.19%-1.73%8.60%
2018-1.64%-3.44%-0.80%-12.67%
20178.59%6.55%6.39%5.54%
2016-3.80%-0.26%8.43%-2.21%
20155.27%2.08%-12.32%3.74%
2014-1.24%3.64%-5.03%-3.58%
20131.76%-1.51%10.65%4.16%
201212.72%-6.88%6.19%9.07%
20112.89%2.25%-20.45%6.48%
20100.47%-14.77%17.44%6.86%
2009-13.38%24.99%20.36%3.52%
2008-7.58%-1.61%-18.53%-19.74%
20072.50%7.05%1.50%-1.28%
20063.20%8.39%N/AN/A

Rank In Category (By Total Return)

YTD33
1-Month61
3-Month23
1-Year43
3-Year49
5-Year27

Load Adjusted Returns

1-Year8.57%
3-Year1.45%
5-Year6.23%
10-Year4.57%