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JPMorgan Mid Cap Equity R6 (JPPEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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61.43+0.29 (+0.47%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.05%
5-Year Average Return10.44%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jun 20, 2024)33.21%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return33.21%
Worst 3-Yr Total Return5.66%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJPPEXCategory
YTD5.52%17.04%
1-Month1.82%-0.01%
3-Month0.24%5.47%
1-Year21.93%50.44%
3-Year3.02%13.15%
5-Year11.95%13.75%
10-Year10.28%11.35%
Last Bull Market28.45%25.95%
Last Bear Market-15.40%-22.55%

Annual Total Return (%) History

Year
JPPEXCategory
2024
N/AN/A
2023
16.48%N/A
2022
-15.84%N/A
2021
20.34%N/A
2020
22.97%12.39%
2019
33.21%26.21%
2018
-8.04%-11.15%
2017
21.54%15.93%
2016
7.54%14.14%
2015
0.29%-4.75%
2014
N/A7.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.55%N/AN/AN/A
20233.30%5.25%-4.79%12.52%
2022-5.36%-15.40%-3.16%8.55%
20218.12%6.30%-1.32%6.11%
2020-23.72%25.17%7.33%20.00%
201918.11%4.83%-0.51%8.13%
20180.96%2.08%5.88%-15.73%
20176.24%4.42%4.11%5.24%
20160.09%1.71%3.76%1.80%
20154.97%0.96%-8.62%3.56%
20144.61%-2.05%6.47%N/A

Rank In Category (By Total Return)

YTD66
1-Month88
3-Month78
1-Year68
3-Year64
5-Year31

Load Adjusted Returns

1-Year21.93%
3-Year3.02%
5-Year11.95%
10-Year10.28%