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Nasdaq - Delayed Quote USD

JPMorgan US Small Company R2 (JSCZX)

13.79
+0.12
+(0.88%)
At close: 8:01:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -17.10%
5y Average Return 11.94%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 16, 2025) 39.70%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 39.70%
Worst 3Y Total Return 1.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JSCZX
Category
YTD
-10.55%
20.19%
1-Month
-7.12%
0.02%
3-Month
-10.55%
4.36%
1-Year
-9.46%
60.18%
3-Year
-0.17%
11.32%
5-Year
14.05%
13.88%
10-Year
5.44%
11.19%
Last Bull Market
18.44%
27.98%
Last Bear Market
-16.98%
-24.08%

Annual Total Return (%) History

Year
JSCZX
Category
2025
--
--
2024
10.99%
--
2023
13.75%
--
2022
-17.13%
--
2021
21.62%
--
2020
17.42%
10.99%
2019
21.24%
23.75%
2018
-12.67%
-12.72%

2017
8.25%
12.28%
2016
19.90%
20.78%
2015
-3.76%
-5.38%
2014
7.85%
3.79%
2013
39.70%
37.39%
2012
20.73%
15.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.55% -- -- --
2024 9.66% -4.26% 6.41% -0.65%
2023 2.34% 4.92% -5.08% 11.61%
2022 -5.93% -16.98% -2.70% 9.07%
2021 15.14% 2.87% -2.49% 5.29%
2020 -30.76% 23.44% 6.35% 29.16%
2019 11.95% -0.45% -0.77% 9.63%
2018 -0.72% 7.62% 0.78% -18.89%
2017 -0.23% 0.74% 4.27% 3.30%
2016 -1.29% 1.99% 9.27% 8.99%

2015 4.10% 0.18% -11.87% 4.71%
2014 1.43% 3.00% -7.20% 11.24%
2013 12.07% 3.64% 10.08% 9.26%
2012 14.51% -4.47% 7.12% 3.03%

Rank in Category (By Total Return)

YTD 91
1-Month 82
3-Month 91
1-Year 92
3-Year 86
5-Year 70

Load Adjusted Returns

1-Year -9.46%
3-Year -0.17%
5-Year 14.05%
10-Year 5.44%

Performance & Risk

YTD Return -17.10%
5y Average Return 11.94%
Rank in Category (ytd) 91
% 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 -10.55%
Yield 0.00%
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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