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Nasdaq - Delayed Quote USD

JPMorgan Small Cap Equity R2 (JSEZX)

35.08
+2.92
+(9.08%)
At close: 8:01:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -18.83%
5y Average Return 8.41%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (Apr 8, 2025) 35.41%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 35.41%
Worst 3Y Total Return 0.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JSEZX
Category
YTD
-7.09%
20.19%
1-Month
-5.74%
0.02%
3-Month
-7.09%
4.36%
1-Year
-3.42%
60.18%
3-Year
0.74%
11.32%
5-Year
12.37%
13.88%
10-Year
6.80%
11.19%
Last Bull Market
20.25%
27.98%
Last Bear Market
-14.15%
-24.08%

Annual Total Return (%) History

Year
JSEZX
Category
2025
--
--
2024
9.48%
--
2023
11.34%
--
2022
-16.50%
--
2021
15.40%
--
2020
17.93%
10.99%
2019
27.76%
23.75%
2018
-9.45%
-12.72%

2017
14.98%
12.28%
2016
21.50%
20.78%
2015
-2.11%
-5.38%
2014
6.73%
3.79%
2013
35.41%
37.39%
2012
17.49%
15.46%
2011
2.32%
-4.07%
2010
25.70%
25.61%
2009
31.42%
31.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.09% -- -- --
2024 5.32% -4.07% 9.51% -1.05%
2023 2.40% 3.06% -6.04% 12.28%
2022 -7.50% -14.15% -4.58% 10.19%
2021 6.94% 3.71% -1.43% 5.56%
2020 -28.19% 24.62% 4.97% 25.54%
2019 13.44% 5.33% -0.22% 7.16%
2018 0.12% 5.37% 4.98% -18.24%
2017 3.56% 2.71% 3.85% 4.10%
2016 3.65% 4.05% 5.23% 7.05%

2015 5.44% -0.72% -8.97% 2.73%
2014 2.11% 2.04% -5.59% 8.50%
2013 13.73% 0.89% 7.67% 9.60%
2012 13.14% -2.97% 4.96% 1.96%
2011 7.75% 0.72% -18.57% 15.78%
2010 8.10% -8.16% 10.46% 14.63%
2009 -4.81% 17.58% 14.99% 2.12%

Rank in Category (By Total Return)

YTD 32
1-Month 34
3-Month 32
1-Year 49
3-Year 67
5-Year 89

Load Adjusted Returns

1-Year -3.42%
3-Year 0.74%
5-Year 12.37%
10-Year 6.80%

Performance & Risk

YTD Return -18.83%
5y Average Return 8.41%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family JPMorgan
Net Assets 3.89B
YTD Return -7.09%
Yield 0.00%
Morningstar Rating
Inception Date May 15, 2006

Fund Summary

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

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