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JPMorgan US Small Company C (JTUCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.67+0.05 (+0.32%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.77%
5-Year Average Return8.86%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Jun 20, 2024)39.35%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return39.35%
Worst 3-Yr Total Return4.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJTUCXCategory
YTD6.56%20.19%
1-Month4.14%0.02%
3-Month0.50%4.36%
1-Year22.08%60.18%
3-Year0.87%11.32%
5-Year10.57%13.88%
10-Year7.23%11.19%
Last Bull Market31.53%27.98%
Last Bear Market-16.99%-24.08%

Annual Total Return (%) History

Year
JTUCXCategory
2024
N/AN/A
2023
13.53%N/A
2022
-17.36%N/A
2021
21.33%N/A
2020
17.09%10.99%
2019
20.98%23.75%
2018
-12.90%-12.72%
2017
7.98%12.28%
2016
19.61%20.78%
2015
-4.01%-5.38%
2014
7.57%3.79%
2013
39.35%37.39%
2012
20.41%15.46%
2011
-4.53%-4.07%
2010
25.91%25.61%
2009
33.73%31.80%
2008
-34.77%-36.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.67%N/AN/AN/A
20232.26%4.93%-5.12%11.52%
2022-6.02%-16.99%-2.77%8.96%
202115.08%2.80%-2.54%5.23%
2020-30.81%23.32%6.30%29.08%
201911.90%-0.53%-0.80%9.56%
2018-0.80%7.60%0.70%-18.96%
2017-0.29%0.69%4.20%3.21%
2016-1.38%1.96%9.27%8.86%
20154.05%0.12%-11.97%4.67%
20141.31%2.99%-7.31%11.22%
201311.95%3.61%9.99%9.22%
201214.44%-4.61%7.11%2.99%
20118.64%-0.57%-23.62%15.71%
201010.23%-9.40%9.73%14.89%
2009-13.89%22.31%21.17%4.79%
2008-8.64%1.09%-3.24%-27.01%

Rank In Category (By Total Return)

YTD16
1-Month76
3-Month86
1-Year46
3-Year56
5-Year40

Load Adjusted Returns

1-Year21.08%
3-Year0.87%
5-Year10.57%
10-Year7.23%