JPMorgan US Equity C (JUECX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 06:46PM EDT
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return12.00%
5-Year Average Return15.45%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (May 15, 2024)34.94%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return34.94%
Worst 3-Yr Total Return7.29%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnJUECXCategory
YTD6.27%5.31%
1-Month-4.22%-4.19%
3-Month4.86%3.90%
1-Year23.38%20.31%
3-Year7.09%6.48%
5-Year13.76%11.78%
10-Year12.04%10.96%
Last Bull Market26.39%25.56%
Last Bear Market-16.46%-15.11%
Annual Total Return (%) History
YearJUECXCategory
2024N/AN/A
202326.10%22.32%
2022-19.59%-16.96%
202127.54%26.07%
202025.45%15.83%
201930.90%28.78%
2018-6.76%-6.27%
201720.49%20.44%
20169.94%10.37%
2015-0.01%-1.07%
201412.88%10.96%
201334.94%31.50%
201216.30%14.96%
2011-2.29%-1.27%
201013.39%14.01%
200932.05%28.17%
2008-35.15%-37.79%
20079.40%6.16%
200616.21%14.17%
20051.65%5.88%
20049.74%10.02%
200331.29%27.05%
2002-27.37%-22.25%
2001N/A-13.50%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
202410.96%N/AN/AN/A
20237.38%8.30%-3.05%11.84%
2022-4.78%-16.46%-4.58%5.93%
20215.21%7.68%0.63%11.88%
2020-17.27%22.25%9.39%13.40%
201913.27%4.34%0.49%10.21%
2018-1.33%2.81%8.64%-15.40%
20176.42%1.95%4.10%6.68%
2016-1.10%1.16%4.88%4.78%
20151.57%0.15%-8.07%6.93%
20141.49%4.61%1.11%5.15%
201310.40%3.48%6.55%10.85%
201214.30%-4.97%6.80%0.26%
20114.56%-0.31%-15.50%10.94%
20104.79%-12.27%10.86%11.26%
2009-8.52%17.16%15.29%6.86%
2008-9.27%-2.16%-7.88%-20.69%
20071.39%7.65%3.40%-3.07%
20064.12%-1.30%5.42%7.26%
2005-3.36%0.98%2.56%1.56%
20041.91%0.99%-1.66%8.43%
2003-2.89%17.67%1.85%12.81%
2002-2.20%-16.06%-18.32%8.32%
200114.07%N/AN/AN/A
Rank In Category (By Total Return)
YTD31
1-Month50
3-Month22
1-Year27
3-Year45
5-Year10
Load Adjusted Returns
1-Year22.38%
3-Year7.09%
5-Year13.76%
10-Year12.04%
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