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JPMorgan SMID Cap Equity A (PECAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.29+0.07 (+0.46%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.53%
5-Year Average Return6.60%
Number of Years Up23
Number of Years Down8
Best 1 Yr Total Return (Jun 20, 2024)40.02%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return40.02%
Worst 3-Yr Total Return2.98%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPECAXCategory
YTD1.93%17.04%
1-Month3.02%-0.01%
3-Month-1.48%5.47%
1-Year16.09%50.44%
3-Year0.51%13.15%
5-Year7.92%13.75%
10-Year6.51%11.35%
Last Bull Market24.63%25.95%
Last Bear Market-14.16%-22.55%

Annual Total Return (%) History

Year
PECAXCategory
2024
N/AN/A
2023
13.04%N/A
2022
-19.24%N/A
2021
23.03%N/A
2020
9.91%12.39%
2019
25.86%26.21%
2018
-11.86%-11.15%
2017
16.70%15.93%
2016
11.81%14.14%
2015
-6.16%-4.75%
2014
15.36%7.80%
2013
40.02%34.10%
2012
15.83%16.15%
2011
-1.79%-3.81%
2010
19.12%22.52%
2009
35.40%37.39%
2008
-39.54%-39.18%
2007
2.85%4.85%
2006
13.60%14.03%
2005
17.31%9.25%
2004
14.13%16.30%
2003
30.17%36.28%
2002
-18.10%-16.55%
2001
-4.81%-3.12%
2000
20.09%6.36%
1999
10.39%20.92%
1998
4.28%10.36%
1997
27.58%25.92%
1996
24.93%19.23%
1995
19.74%30.17%
1994
-3.22%-1.60%
1993
24.04%14.35%
1992
N/A12.29%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.37%N/AN/AN/A
20232.84%5.09%-4.91%10.00%
2022-7.16%-14.16%-5.23%6.94%
20217.15%5.18%0.66%8.45%
2020-28.52%22.40%6.89%17.53%
201913.99%1.22%1.59%7.37%
2018-0.62%1.56%4.79%-16.67%
20174.74%1.14%3.84%6.08%
20161.86%2.09%4.59%2.80%
20153.00%-3.57%-9.03%3.85%
20143.09%5.16%-1.42%7.94%
201314.62%2.42%8.78%9.65%
201212.62%-4.40%5.00%2.46%
201110.15%0.37%-21.02%12.47%
20108.32%-11.43%11.08%11.79%
2009-8.95%17.01%18.80%6.99%
2008-10.43%4.13%-15.36%-23.41%
20075.20%4.84%-2.58%-4.28%
20068.35%-2.11%-0.51%7.66%
20051.81%4.98%8.08%1.55%
20042.57%1.69%-1.61%11.21%
2003-3.62%15.56%5.16%11.13%
20025.90%-10.86%-16.91%4.42%
2001-11.58%11.21%-17.37%17.15%
200015.95%-3.84%12.19%-4.00%
1999-4.35%13.14%-11.34%15.06%
199811.68%-3.96%-20.72%22.63%
1997-2.84%17.36%12.75%-0.76%
19967.06%3.46%5.49%6.93%
19955.55%7.13%5.34%0.52%
1994-2.21%-2.62%4.64%-2.89%
19937.88%2.15%7.09%5.10%
19927.44%12.91%N/AN/A

Rank In Category (By Total Return)

YTD94
1-Month66
3-Month97
1-Year91
3-Year85
5-Year93

Load Adjusted Returns

1-Year9.99%
3-Year-1.28%
5-Year6.77%
10-Year5.93%