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Powell says Fed needs more evidence of falling inflation before cutting interest rates
JPMorgan Trust I - JPMorgan Small Cap Sustainable Leaders Fund (VSSBX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.90
0.00
(0.00%)
As of 08:06AM EDT. Market open.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
4.56%
5-Year Average Return
4.50%
Number of Years Up
5
Number of Years Down
2
Best 1 Yr Total Return (May 20, 2024)
24.00%
Worst 1 Yr Total Return (May 20, 2024)
N/A
Best 3-Yr Total Return
24.00%
Worst 3-Yr Total Return
-1.20%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
VSSBX
Category
YTD
-1.97%
20.19%
1-Month
-5.10%
0.02%
3-Month
1.93%
4.36%
1-Year
8.67%
60.18%
3-Year
-7.17%
11.32%
5-Year
2.36%
13.88%
10-Year
5.36%
11.19%
Last Bull Market
25.34%
27.98%
Last Bear Market
-18.98%
-24.08%
Annual Total Return (%) History
Year
VSSBX
Category
2024
N/A
N/A
2023
8.71%
N/A
2022
-21.10%
N/A
2021
12.43%
N/A
2020
13.40%
10.99%
2019
24.00%
23.75%
2018
-12.20%
-12.72%
2017
14.79%
12.28%
2016
N/A
20.78%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.30%
N/A
N/A
N/A
2023
-0.17%
3.33%
-7.16%
13.52%
2022
-7.96%
-18.98%
-2.35%
8.35%
2021
16.08%
2.98%
-7.54%
1.72%
2020
-34.86%
25.99%
4.94%
31.66%
2019
14.78%
1.22%
-3.96%
11.13%
2018
0.38%
7.45%
2.73%
-20.76%
2017
2.42%
2.17%
6.42%
3.08%
2016
8.65%
11.08%
N/A
N/A
Rank In Category (By Total Return)
YTD
62
1-Month
14
3-Month
48
1-Year
88
3-Year
99
5-Year
97
Load Adjusted Returns
1-Year
2.97%
3-Year
-8.82%
5-Year
1.26%
10-Year
4.80%
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