Nasdaq - Delayed Quote USD
JPMorgan U.S. Research Enhanced Equity Fund (JDESX)
40.57
+0.02
+(0.05%)
At close: 8:04:17 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -6.52% |
| 5y Average Return | 16.72% |
| Number of Years Up | 18 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 25, 2025) | 33.98% |
| Worst 1Y Total Return (Apr 25, 2025) | -- |
| Best 3Y Total Return | 33.98% |
| Worst 3Y Total Return | 7.30% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JDESX
Category
- YTD
- -4.73%
- 5.31%
- 1-Month
- -5.72%
- -4.19%
- 3-Month
- -4.73%
- 3.90%
- 1-Year
- 7.03%
- 20.31%
- 3-Year
- 9.22%
- 6.48%
- 5-Year
- 19.48%
- 11.78%
- 10-Year
- 12.04%
- 10.96%
- Last Bull Market
- 20.09%
- 25.56%
- Last Bear Market
- -16.16%
- -15.11%
Annual Total Return (%) History
Year
JDESX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -4.73% | -- | -- | -- |
| 2024 | 10.92% | 4.84% | 5.51% | 1.55% |
| 2023 | 8.05% | 9.23% | -2.68% | 11.64% |
| 2022 | -4.38% | -16.16% | -4.63% | 7.05% |
| 2021 | 6.92% | 8.89% | 0.05% | 12.06% |
| 2020 | -19.41% | 21.98% | 9.22% | 12.39% |
| 2019 | 13.32% | 4.20% | 1.22% | 9.93% |
| 2018 | -1.47% | 3.20% | 7.89% | -13.93% |
| 2017 | 6.53% | 2.45% | 4.49% | 6.52% |
| 2016 | -0.69% | 1.33% | 4.22% | 4.48% |
| 2015 | 1.53% | 0.87% | -9.71% | 5.57% |
| 2014 | 2.60% | 5.44% | 1.27% | 5.43% |
| 2013 | 11.00% | 3.54% | 5.10% | 10.92% |
| 2012 | 12.92% | -2.81% | 6.58% | -0.00% |
| 2011 | 5.25% | 0.01% | -13.86% | 11.40% |
| 2010 | 5.34% | -11.52% | 11.47% | 10.94% |
| 2009 | -9.09% | 16.74% | 16.08% | 6.56% |
| 2008 | -9.70% | -3.31% | -7.86% | -21.44% |
| 2007 | 1.73% | 5.93% | 1.74% | -4.24% |
| 2006 | 3.82% | -1.90% | 5.64% | 7.30% |
| 2005 | -2.41% | 1.61% | 2.76% | 1.69% |
| 2004 | 2.07% | 0.98% | -1.25% | 9.08% |
| 2003 | -2.98% | 15.53% | 1.98% | 13.25% |
| 2002 | -0.92% | -14.71% | -17.79% | 8.00% |
| 2001 | 11.00% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 57 |
| 3-Month | 65 |
| 1-Year | 42 |
| 3-Year | 20 |
| 5-Year | 8 |
Load Adjusted Returns
| 1-Year | 7.03% |
| 3-Year | 9.22% |
| 5-Year | 19.48% |
| 10-Year | 12.04% |
Performance & Risk
| YTD Return | -6.52% |
| 5y Average Return | 16.72% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | JPMorgan |
| Net Assets | 10.04B |
| YTD Return | -4.73% |
| Yield | 0.98% |
| Morningstar Rating | |
| Inception Date | Sep 10, 2001 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. It primarily invests in the common stocks of U.S. companies in the S&P 500 Index (which includes both large cap and mid cap companies). The fund may also invest in securities not included within the S&P 500 Index.
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