Canada markets closed

JPMorgan Trust I - JPMorgan Tax Aware Equity Fund (JPELX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
41.630.00 (0.00%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return25.15%
5-Year Average Return16.28%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Dec 18, 2023)30.74%
Worst 1 Yr Total Return (Dec 18, 2023)N/A
Best 3-Yr Total Return30.74%
Worst 3-Yr Total Return8.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJPELXCategory
YTD22.30%12.38%
1-Month8.39%5.09%
3-Month3.10%10.28%
1-Year14.67%41.70%
3-Year9.25%22.56%
5-Year13.62%21.98%
10-Year12.30%15.99%
Last Bull Market40.34%25.99%
Last Bear Market-17.00%-17.29%

Annual Total Return (%) History

Year
JPELXCategory
2023
N/AN/A
2022
-19.76%N/A
2021
28.15%N/A
2020
25.55%35.86%
2019
30.74%31.90%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20237.71%8.77%-2.20%N/A
2022-5.61%-17.00%-3.35%5.97%
20215.56%9.35%0.13%10.87%
2020-17.31%24.13%10.55%10.65%
201913.22%4.51%0.43%10.02%

Rank In Category (By Total Return)

YTD76
1-Month93
3-Month41
1-Year77
3-Year10
5-Year38

Load Adjusted Returns

1-Year14.67%
3-Year9.25%
5-Year13.62%
10-Year12.30%