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JPMorgan US Small Company R6 (JUSMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.14-0.12 (-0.66%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.31%
5-Year Average Return9.46%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jul 4, 2024)40.66%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return40.66%
Worst 3-Yr Total Return5.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJUSMXCategory
YTD5.41%20.19%
1-Month-1.45%0.02%
3-Month-4.08%4.36%
1-Year12.18%60.18%
3-Year1.33%11.32%
5-Year9.83%13.88%
10-Year7.62%11.19%
Last Bull Market32.06%27.98%
Last Bear Market-16.79%-24.08%

Annual Total Return (%) History

Year
JUSMXCategory
2024
N/AN/A
2023
14.66%N/A
2022
-16.48%N/A
2021
22.53%N/A
2020
18.32%10.99%
2019
22.18%23.75%
2018
-11.97%-12.72%
2017
9.08%12.28%
2016
20.87%20.78%
2015
-3.05%-5.38%
2014
8.71%3.79%
2013
40.66%37.39%
2012
21.63%15.46%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.89%-4.08%N/AN/A
20232.49%5.12%-4.87%11.87%
2022-5.77%-16.79%-2.50%9.26%
202115.32%3.07%-2.27%5.49%
2020-30.61%23.68%6.49%29.46%
201912.14%-0.24%-0.61%9.89%
2018-0.54%7.85%1.00%-18.75%
2017-0.05%0.98%4.44%3.48%
2016-1.05%2.19%9.48%9.18%
20154.30%0.41%-11.74%4.89%
20141.65%3.19%-7.02%11.47%
201312.23%3.89%10.19%9.49%
201214.63%-4.32%7.39%3.26%

Rank In Category (By Total Return)

YTD15
1-Month44
3-Month76
1-Year28
3-Year44
5-Year22

Load Adjusted Returns

1-Year12.18%
3-Year1.33%
5-Year9.83%
10-Year7.62%