JPMorgan US Equity I (JUESX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return16.58%
5-Year Average Return16.50%
Number of Years Up17
Number of Years Down5
Best 1 Yr Total Return (Jul 1, 2024)35.82%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return35.82%
Worst 3-Yr Total Return8.06%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnJUESXCategory
YTD12.02%5.31%
1-Month5.13%-4.19%
3-Month4.27%3.90%
1-Year29.12%20.31%
3-Year9.80%6.48%
5-Year17.33%11.78%
10-Year13.12%10.96%
Last Bull Market26.83%25.56%
Last Bear Market-16.35%-15.11%
Annual Total Return (%) History
YearJUESXCategory
2024N/AN/A
202327.04%22.32%
2022-18.98%-16.96%
202128.47%26.07%
202026.41%15.83%
201931.91%28.78%
2018-6.07%-6.27%
201721.40%20.44%
201610.67%10.37%
20150.64%-1.07%
201413.69%10.96%
201335.82%31.50%
201217.10%14.96%
2011-1.56%-1.27%
201014.24%14.01%
200932.94%28.17%
2008-34.64%-37.79%
200710.29%6.16%
200617.14%14.17%
20052.46%5.88%
200410.80%10.02%
200332.42%27.05%
2002-26.62%-22.25%
2001N/A-13.50%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
202411.17%4.27%N/AN/A
20237.58%8.47%-2.85%12.07%
2022-4.59%-16.35%-4.39%6.17%
20215.36%7.93%0.76%12.12%
2020-17.17%22.53%9.56%13.69%
201913.47%4.57%0.66%10.44%
2018-1.13%2.97%8.86%-15.25%
20176.68%2.14%4.28%6.84%
2016-0.91%1.37%5.06%4.87%
20151.74%0.37%-7.97%7.10%
20141.70%4.80%1.23%5.37%
201310.66%3.57%6.73%11.03%
201214.42%-4.82%7.02%0.47%
20114.82%-0.15%-15.28%11.02%
20105.10%-12.13%11.00%11.44%
2009-8.37%17.44%15.37%7.08%
2008-9.17%-1.94%-7.62%-20.57%
20071.56%7.88%3.63%-2.87%
20064.37%-1.19%5.67%7.48%
2005-3.20%1.26%2.74%1.74%
20042.25%1.14%-1.37%8.63%
2003-2.68%18.00%2.04%13.01%
2002-1.91%-15.81%-18.10%8.51%
200114.17%N/AN/AN/A
Rank In Category (By Total Return)
YTD22
1-Month20
3-Month20
1-Year25
3-Year17
5-Year3
Load Adjusted Returns
1-Year29.12%
3-Year9.80%
5-Year17.33%
10-Year13.12%
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