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NYSE American - Delayed Quote USD

JPMorgan SAR European - B acc - USD (0P0001O5I4)

55.30
+0.14
+(0.25%)
At close: April 30 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 17.36%
5y Average Return 15.63%
Number of Years Up 16
Number of Years Down 8
Best 1Y Total Return (Apr 30, 2025) 31.35%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 31.35%
Worst 3Y Total Return -1.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001O5I4
Category
YTD
11.52%
0.00%
1-Month
0.10%
0.00%
3-Month
11.52%
0.00%
1-Year
8.17%
0.00%
3-Year
9.67%
0.00%
5-Year
16.26%
0.00%
10-Year
7.11%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001O5I4
Category
2024
3.58%
--
2023
21.63%
--
2022
-12.74%
--
2021
21.73%
--
2020
4.85%
--
2019
21.27%
--
2018
-16.04%
--
2017
29.69%
--

2016
-3.45%
--
2015
4.03%
--
2014
-3.62%
--
2013
31.35%
--
2012
22.77%
--
2011
-12.70%
--
2010
7.18%
--
2009
37.30%
--
2008
-49.12%
--
2007
5.86%
--
2006
38.72%
--
2005
10.19%
--
2004
21.93%
--
2003
38.94%
--
2002
-12.60%
--
2001
-18.81%
--
2000
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.79% 1.48% 5.03% -9.00%
2023 10.00% 3.67% -4.03% 11.14%
2022 -7.05% -14.91% -7.79% 19.64%
2021 6.59% 7.94% -0.42% 6.25%
2020 -26.33% 17.78% 5.18% 14.88%
2019 12.10% 4.38% -4.01% 7.97%
2018 -1.55% -2.37% 0.88% -13.41%
2017 7.63% 8.15% 8.04% 3.13%
2016 -4.56% -3.42% 4.90% -0.16%
2015 4.42% 0.53% -5.53% 4.90%

2014 4.34% 2.41% -6.80% -3.21%
2013 5.25% 0.76% 12.82% 9.78%
2012 10.93% -6.36% 9.93% 7.53%
2011 6.32% 2.62% -24.80% 6.40%
2010 -1.49% -14.40% 20.16% 5.78%
2009 -13.25% 25.55% 21.65% 3.63%
2008 -6.70% -2.84% -24.52% -25.63%
2007 3.19% 8.23% -1.29% -3.97%
2006 14.85% 2.46% 4.51% 12.79%
2005 0.32% -1.62% 9.08% 2.35%
2004 1.03% 2.43% 2.52% 14.93%
2003 -7.59% 20.83% 4.53% 19.04%
2002 0.58% -0.57% -19.52% 8.60%
2001 -13.35% -2.16% -10.96% 7.55%
2000 2.73% -- -- --

Rank in Category (By Total Return)

YTD 11
1-Month 29
3-Month 11
1-Year 12
3-Year 3
5-Year 2

Load Adjusted Returns

1-Year 8.17%
3-Year 9.67%
5-Year 16.26%
10-Year 7.11%

Performance & Risk

YTD Return 17.36%
5y Average Return 15.63%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category --
Fund Family JPMorgan Funds (Asia) Limited
Net Assets 595.92M
YTD Return 11.52%
Yield 0.00%
Morningstar Rating
Inception Date Jul 17, 2000

Fund Summary

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