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JPMorgan Small Cap Sustainable Ldrs R5 (VSSCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.34+0.23 (+0.59%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.95%
5-Year Average Return3.14%
Number of Years Up18
Number of Years Down9
Best 1 Yr Total Return (May 2, 2024)42.54%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return42.54%
Worst 3-Yr Total Return-0.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVSSCXCategory
YTD-1.82%20.19%
1-Month-5.06%0.02%
3-Month2.03%4.36%
1-Year9.14%60.18%
3-Year-6.76%11.32%
5-Year2.80%13.88%
10-Year5.79%11.19%
Last Bull Market25.57%27.98%
Last Bear Market-18.90%-24.08%

Annual Total Return (%) History

Year
VSSCXCategory
2024
N/AN/A
2023
9.18%N/A
2022
-20.76%N/A
2021
12.93%N/A
2020
13.89%10.99%
2019
24.54%23.75%
2018
-11.82%-12.72%
2017
15.30%12.28%
2016
20.37%20.78%
2015
-5.38%-5.38%
2014
9.73%3.79%
2013
42.54%37.39%
2012
19.79%15.46%
2011
-4.58%-4.07%
2010
27.37%25.61%
2009
23.07%31.80%
2008
-31.86%-36.56%
2007
-5.27%-1.10%
2006
15.50%15.03%
2005
3.89%6.75%
2004
22.31%18.94%
2003
35.20%43.41%
2002
-16.95%-16.22%
2001
-4.36%8.92%
2000
11.74%11.89%
1999
-3.55%19.95%
1998
3.41%-3.03%
1997
17.68%26.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.41%N/AN/AN/A
2023-0.08%3.46%-7.03%13.61%
2022-7.86%-18.90%-2.24%8.47%
202116.19%3.10%-7.43%1.84%
2020-34.80%26.14%5.06%31.82%
201914.92%1.33%-3.89%11.28%
20180.49%7.56%2.83%-20.66%
20172.53%2.27%6.54%3.21%
2016-3.82%3.45%8.78%11.21%
20153.98%-0.53%-11.82%3.75%
20141.16%4.84%-7.43%11.77%
201313.21%3.55%10.31%10.23%
201213.66%-4.60%7.57%2.70%
20118.42%-0.28%-24.62%17.09%
20109.50%-9.12%10.14%16.21%
2009-17.41%19.69%19.97%3.77%
2008-7.57%0.76%-0.81%-26.24%
20073.07%4.65%-5.16%-7.39%
200614.25%-6.05%-0.53%8.17%
2005-5.13%5.02%3.67%0.59%
20045.52%5.23%-3.38%14.00%
2003-4.60%15.92%6.81%14.47%
20024.83%-6.17%-16.08%0.60%
2001-13.65%10.35%-12.50%14.71%
20005.49%4.97%3.62%-2.61%
1999-9.69%15.15%-13.97%7.80%
199810.74%-4.70%-15.93%16.54%
1997-5.57%17.21%9.73%-3.11%

Rank In Category (By Total Return)

YTD60
1-Month14
3-Month47
1-Year87
3-Year98
5-Year97

Load Adjusted Returns

1-Year9.14%
3-Year-6.76%
5-Year2.80%
10-Year5.79%