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JPMorgan US Small Company L (JUSSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.58+0.13 (+0.70%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.90%
5-Year Average Return11.56%
Number of Years Up19
Number of Years Down11
Best 1 Yr Total Return (May 30, 2024)40.61%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return40.61%
Worst 3-Yr Total Return4.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJUSSXCategory
YTD2.59%20.19%
1-Month-6.60%0.02%
3-Month4.33%4.36%
1-Year16.31%60.18%
3-Year0.77%11.32%
5-Year8.55%13.88%
10-Year7.92%11.19%
Last Bull Market31.89%27.98%
Last Bear Market-16.80%-24.08%

Annual Total Return (%) History

Year
JUSSXCategory
2024
N/AN/A
2023
14.57%N/A
2022
-16.59%N/A
2021
22.38%N/A
2020
18.20%10.99%
2019
22.15%23.75%
2018
-12.08%-12.72%
2017
8.97%12.28%
2016
20.71%20.78%
2015
-3.14%-5.38%
2014
8.66%3.79%
2013
40.61%37.39%
2012
21.55%15.46%
2011
-3.75%-4.07%
2010
27.15%25.61%
2009
35.08%31.80%
2008
-34.18%-36.56%
2007
-6.36%-1.10%
2006
15.87%15.03%
2005
4.18%6.75%
2004
13.82%18.94%
2003
40.03%43.41%
2002
-20.36%-16.22%
2001
-8.85%8.92%
2000
-9.59%11.89%
1999
44.30%19.95%
1998
-5.28%-3.03%
1997
22.70%26.36%
1996
20.84%21.50%
1995
31.88%27.21%
1994
-5.81%-1.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.84%N/AN/AN/A
20232.56%5.05%-4.87%11.78%
2022-5.78%-16.80%-2.57%9.20%
202115.28%3.07%-2.32%5.44%
2020-30.67%23.62%6.57%29.41%
201912.15%-0.30%-0.55%9.85%
2018-0.54%7.80%1.00%-18.82%
2017-0.05%0.93%4.44%3.43%
2016-1.12%2.19%9.49%9.11%
20154.24%0.41%-11.75%4.87%
20141.59%3.19%-7.03%11.49%
201312.23%3.89%10.19%9.45%
201214.74%-4.31%7.19%3.29%
20118.78%-0.28%-23.44%15.90%
201010.61%-9.36%10.20%15.09%
2009-13.68%22.77%21.45%4.94%
2008-8.41%1.33%-2.98%-26.91%
20073.08%4.63%-5.84%-7.78%
200614.48%-5.95%-0.34%7.98%
2005-5.16%5.21%3.76%0.62%
20043.75%-2.15%-2.13%14.56%
2003-8.44%23.05%6.69%16.49%
20023.50%-9.84%-18.35%4.53%
2001-15.76%16.66%-22.61%19.86%
20008.29%-7.13%2.91%-12.64%
1999-4.86%11.61%0.86%34.75%
199811.72%-6.75%-21.61%15.98%
1997-4.95%14.70%15.34%-2.42%
19965.76%4.28%1.91%7.51%
19957.82%9.11%9.08%2.77%
1994-3.09%-6.76%5.99%-1.66%

Rank In Category (By Total Return)

YTD9
1-Month72
3-Month10
1-Year28
3-Year42
5-Year25

Load Adjusted Returns

1-Year16.31%
3-Year0.77%
5-Year8.55%
10-Year7.92%