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MARKETS LIVE BLOG
STOCKS JUMP AFTER U.S. INFLATION REPORT RELEASE
Roundhill Magnificent Seven ETF hit all-time high on Wednesday
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.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
3.62%
5-Year Average Return
7.80%
Number of Years Up
6
Number of Years Down
2
Best 1 Yr Total Return (May 13, 2024)
26.46%
Worst 1 Yr Total Return (May 13, 2024)
N/A
Best 3-Yr Total Return
26.46%
Worst 3-Yr Total Return
3.51%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
WOOSX
Category
YTD
-0.89%
17.04%
1-Month
-6.96%
-0.01%
3-Month
0.54%
5.47%
1-Year
9.34%
50.44%
3-Year
-0.24%
13.15%
5-Year
5.94%
13.75%
10-Year
6.94%
11.35%
Last Bull Market
24.91%
25.95%
Last Bear Market
-14.07%
-22.55%
Annual Total Return (%) History
Year
WOOSX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
6.53%
N/A
N/A
N/A
2023
2.94%
5.20%
-4.76%
10.11%
2022
-7.07%
-14.07%
-5.09%
7.11%
2021
7.27%
5.30%
0.83%
8.60%
2020
-28.42%
22.49%
7.06%
17.66%
2019
14.12%
1.35%
1.69%
7.51%
2018
-0.51%
1.69%
4.91%
-16.54%
2017
4.89%
1.26%
3.96%
6.22%
2016
1.96%
2.21%
4.75%
2.93%
Rank In Category (By Total Return)
YTD
93
1-Month
90
3-Month
93
1-Year
89
3-Year
84
5-Year
92
Load Adjusted Returns
1-Year
9.34%
3-Year
-0.24%
5-Year
5.94%
10-Year
6.94%
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