Nasdaq - Delayed Quote USD

JPMorgan US Equity R3 (JUEPX)

25.24 0.00 (0.00%)
At close: 8:05:58 AM EST

Performance Overview

Morningstar Return Rating --
YTD Return 26.93%
5y Average Return 15.91%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Dec 26, 2024) 31.62%
Worst 1Y Total Return (Dec 26, 2024) --
Best 3Y Total Return 31.62%
Worst 3Y Total Return 9.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JUEPX
Category
YTD
28.53%
5.31%
1-Month
5.59%
-4.19%
3-Month
7.38%
3.90%
1-Year
34.83%
20.31%
3-Year
11.15%
6.48%
5-Year
17.06%
11.78%
10-Year
13.48%
10.96%
Last Bull Market
26.60%
25.56%
Last Bear Market
-16.36%
-15.11%

Annual Total Return (%) History

Year
JUEPX
Category
2024
--
--
2023
26.66%
22.32%
2022
-19.13%
-16.96%
2021
28.11%
26.07%
2020
26.11%
15.83%
2019
31.62%
28.78%
2018
-6.30%
-6.27%
2017
21.03%
20.44%

2016
--
10.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.07% 4.20% 5.70% --
2023 7.46% 8.43% -2.95% 12.01%
2022 -4.64% -16.36% -4.44% 6.10%
2021 5.28% 7.87% 0.70% 12.01%
2020 -17.18% 22.39% 9.50% 13.61%
2019 13.45% 4.47% 0.66% 10.32%
2018 -1.13% 2.92% 8.73% -15.30%
2017 6.58% 2.09% 4.19% 6.76%
2016 4.82% -- -- --

Rank in Category (By Total Return)

YTD 21
1-Month 68
3-Month 37
1-Year 20
3-Year 34
5-Year 4

Load Adjusted Returns

1-Year 34.83%
3-Year 11.15%
5-Year 17.06%
10-Year 13.48%

Performance & Risk

YTD Return 26.93%
5y Average Return 15.91%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family JPMorgan
Net Assets 33.43B
YTD Return 28.53%
Yield 0.33%
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. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.

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