Nasdaq - Delayed Quote USD

JPMorgan Emerging Markets Equity R4 (JHUKX)

33.48
-0.04
(-0.12%)
At close: 8:01:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.85%
5y Average Return 5.62%
Number of Years Up 4
Number of Years Down 3
Best 1Y Total Return (May 22, 2025) 34.68%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 34.68%
Worst 3Y Total Return -10.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JHUKX
Category
YTD
4.44%
8.73%
1-Month
0.61%
1.20%
3-Month
1.29%
5.47%
1-Year
6.90%
41.79%
3-Year
3.12%
11.48%
5-Year
4.16%
12.18%
10-Year
4.14%
4.39%
Last Bull Market
2.97%
17.73%
Last Bear Market
-10.37%
-25.55%

Annual Total Return (%) History

Year
JHUKX
Category
2025
--
--
2024
3.34%
--
2023
7.20%
--
2022
-25.79%
--
2021
-10.39%
--
2020
34.68%
17.90%
2019
31.89%
19.25%
2018
-16.05%
-16.07%

2017
--
34.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.80% -- -- --
2024 2.48% 3.09% 4.41% -6.32%
2023 5.03% 1.30% -7.09% 8.45%
2022 -15.97% -10.37% -11.29% 11.07%
2021 -2.32% 5.61% -8.61% -4.96%
2020 -22.08% 24.46% 14.08% 21.75%
2019 16.38% 4.21% -2.07% 11.05%
2018 0.57% -7.89% -3.19% -6.39%
2017 7.35% -- -- --

Rank in Category (By Total Return)

YTD 30
1-Month 67
3-Month 63
1-Year 54
3-Year 73
5-Year 85

Load Adjusted Returns

1-Year 6.90%
3-Year 3.12%
5-Year 4.16%
10-Year 4.14%

Performance & Risk

YTD Return 11.85%
5y Average Return 5.62%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family JPMorgan
Net Assets 6.26B
YTD Return 4.44%
Yield 1.29%
Morningstar Rating
Inception Date Jul 31, 2017

Fund Summary

The fund invests at least 80% of the value of its assets in equity securities and equity-related instruments that are tied economically to emerging markets. "Assets" means net assets, plus the amount of borrowings for investment purposes. It may invest in securities denominated in U.S. dollars, other major reserve currencies, such as the euro, yen and pound sterling, and currencies of other countries in which it can invest.

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