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Nasdaq - Delayed Quote USD

JPMorgan US Small Company I (JSCSX)

15.37
+1.20
+(8.47%)
At close: 8:04:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -21.41%
5y Average Return 10.74%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return (Apr 8, 2025) 40.32%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 40.32%
Worst 3Y Total Return 2.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JSCSX
Category
YTD
-10.43%
20.19%
1-Month
-7.08%
0.02%
3-Month
-10.43%
4.36%
1-Year
-8.99%
60.18%
3-Year
0.37%
11.32%
5-Year
14.67%
13.88%
10-Year
5.99%
11.19%
Last Bull Market
18.82%
27.98%
Last Bear Market
-16.84%
-24.08%

Annual Total Return (%) History

Year
JSCSX
Category
2025
--
--
2024
11.59%
--
2023
14.40%
--
2022
-16.69%
--
2021
22.19%
--
2020
17.99%
10.99%
2019
21.90%
23.75%
2018
-12.17%
-12.72%

2017
8.76%
12.28%
2016
20.55%
20.78%
2015
-3.34%
-5.38%
2014
8.48%
3.79%
2013
40.32%
37.39%
2012
21.41%
15.46%
2011
-3.86%
-4.07%
2010
26.88%
25.61%
2009
34.64%
31.80%
2008
-34.27%
-36.56%
2007
-6.55%
-1.10%
2006
15.79%
15.03%
2005
3.91%
6.75%
2004
13.73%
18.94%
2003
39.72%
43.41%
2002
-20.48%
-16.22%
2001
--
8.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.43% -- -- --
2024 9.83% -4.13% 6.55% -0.53%
2023 2.49% 5.05% -4.93% 11.77%
2022 -5.77% -16.84% -2.63% 9.19%
2021 15.25% 3.02% -2.35% 5.39%
2020 -30.73% 23.68% 6.49% 29.32%
2019 12.06% -0.30% -0.67% 9.86%
2018 -0.59% 7.80% 0.95% -18.81%
2017 -0.11% 0.87% 4.39% 3.40%
2016 -1.18% 2.19% 9.42% 9.10%

2015 4.17% 0.35% -11.80% 4.83%
2014 1.58% 3.12% -7.08% 11.44%
2013 12.20% 3.80% 10.17% 9.36%
2012 14.71% -4.40% 7.28% 3.20%
2011 8.86% -0.37% -23.49% 15.86%
2010 10.59% -9.34% 10.05% 15.00%
2009 -13.78% 22.68% 21.38% 4.86%
2008 -8.60% 1.33% -2.98% -26.85%
2007 2.99% 4.55% -5.93% -7.74%
2006 14.48% -6.02% -0.37% 8.02%
2005 -5.30% 5.21% 3.65% 0.62%
2004 3.81% -2.29% -2.13% 14.55%
2003 -8.43% 22.89% 6.68% 16.37%
2002 3.50% -9.92% -18.31% 4.41%
2001 19.79% -- -- --

Rank in Category (By Total Return)

YTD 90
1-Month 81
3-Month 90
1-Year 90
3-Year 78
5-Year 60

Load Adjusted Returns

1-Year -8.99%
3-Year 0.37%
5-Year 14.67%
10-Year 5.99%

Performance & Risk

YTD Return -21.41%
5y Average Return 10.74%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family JPMorgan
Net Assets 878.31M
YTD Return -10.43%
Yield 0.36%
Morningstar Rating
Inception Date Nov 01, 2007

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000® Index at the time of purchase.

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