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JPMorgan SMID Cap Equity R6 (WOOSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.46+0.11 (+0.63%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.62%
5-Year Average Return7.80%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 13, 2024)26.46%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return26.46%
Worst 3-Yr Total Return3.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWOOSXCategory
YTD-0.89%17.04%
1-Month-6.96%-0.01%
3-Month0.54%5.47%
1-Year9.34%50.44%
3-Year-0.24%13.15%
5-Year5.94%13.75%
10-Year6.94%11.35%
Last Bull Market24.91%25.95%
Last Bear Market-14.07%-22.55%

Annual Total Return (%) History

Year
WOOSXCategory
2024
N/AN/A
2023
13.57%N/A
2022
-18.82%N/A
2021
23.70%N/A
2020
10.44%12.39%
2019
26.46%26.21%
2018
-11.41%-11.15%
2017
17.29%15.93%
2016
12.37%14.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.53%N/AN/AN/A
20232.94%5.20%-4.76%10.11%
2022-7.07%-14.07%-5.09%7.11%
20217.27%5.30%0.83%8.60%
2020-28.42%22.49%7.06%17.66%
201914.12%1.35%1.69%7.51%
2018-0.51%1.69%4.91%-16.54%
20174.89%1.26%3.96%6.22%
20161.96%2.21%4.75%2.93%

Rank In Category (By Total Return)

YTD93
1-Month90
3-Month93
1-Year89
3-Year84
5-Year92

Load Adjusted Returns

1-Year9.34%
3-Year-0.24%
5-Year5.94%
10-Year6.94%