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JPMorgan Equity Focus Fund (JPFSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.21+0.37 (+1.06%)
As of 08:00PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return24.29%
5-Year Average Return13.04%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jul 27, 2023)39.81%
Worst 1 Yr Total Return (Jul 27, 2023)N/A
Best 3-Yr Total Return39.81%
Worst 3-Yr Total Return6.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJPFSXCategory
YTD24.29%14.84%
1-Month5.07%1.65%
3-Month12.71%7.55%
1-Year14.27%40.47%
3-Year16.20%16.77%
5-Year13.04%16.15%
10-Year12.96%13.21%
Last Bull Market42.94%24.09%
Last Bear Market-15.69%-17.61%

Annual Total Return (%) History

Year
JPFSXCategory
2023
N/AN/A
2022
-17.62%N/A
2021
25.90%N/A
2020
23.52%15.83%
2019
29.61%28.78%
2018
-4.77%-6.27%
2017
24.34%20.44%
2016
8.37%10.37%
2015
4.40%-1.07%
2014
8.08%10.96%
2013
39.81%31.50%
2012
18.34%14.96%
2011
N/A-1.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20238.72%10.62%N/AN/A
2022-0.86%-15.69%-5.55%4.36%
20216.50%8.68%-0.59%9.42%
2020-21.35%23.28%10.30%15.50%
201913.24%4.58%1.01%8.35%
2018-0.13%3.11%7.28%-13.81%
20176.09%4.67%4.57%7.08%
2016-2.35%-0.95%9.53%2.29%
20151.97%0.40%-3.97%6.18%
20141.19%2.91%2.03%1.72%
201311.57%3.78%8.90%10.89%
201218.58%-5.10%7.97%-2.59%
201110.59%N/AN/AN/A

Rank In Category (By Total Return)

YTD6
1-Month20
3-Month5
1-Year45
3-Year5
5-Year6

Load Adjusted Returns

1-Year18.53%
3-Year16.69%
5-Year13.05%
10-Year13.32%