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JPMorgan Trust I - JPMorgan Small Cap Sustainable Leaders Fund (VSSBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.900.00 (0.00%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.56%
5-Year Average Return4.50%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 20, 2024)24.00%
Worst 1 Yr Total Return (May 20, 2024)N/A
Best 3-Yr Total Return24.00%
Worst 3-Yr Total Return-1.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVSSBXCategory
YTD-1.97%20.19%
1-Month-5.10%0.02%
3-Month1.93%4.36%
1-Year8.67%60.18%
3-Year-7.17%11.32%
5-Year2.36%13.88%
10-Year5.36%11.19%
Last Bull Market25.34%27.98%
Last Bear Market-18.98%-24.08%

Annual Total Return (%) History

Year
VSSBXCategory
2024
N/AN/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/A20.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.30%N/AN/AN/A
2023-0.17%3.33%-7.16%13.52%
2022-7.96%-18.98%-2.35%8.35%
202116.08%2.98%-7.54%1.72%
2020-34.86%25.99%4.94%31.66%
201914.78%1.22%-3.96%11.13%
20180.38%7.45%2.73%-20.76%
20172.42%2.17%6.42%3.08%
20168.65%11.08%N/AN/A

Rank In Category (By Total Return)

YTD62
1-Month14
3-Month48
1-Year88
3-Year99
5-Year97

Load Adjusted Returns

1-Year2.97%
3-Year-8.82%
5-Year1.26%
10-Year4.80%