Nasdaq - Delayed Quote USD

JPMorgan Small Cap Blend R6 (JSCHX)

31.69
-0.02
(-0.06%)
At close: 8:01:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.36%
5y Average Return 12.13%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (May 16, 2025) 30.87%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 30.87%
Worst 3Y Total Return 1.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JSCHX
Category
YTD
-10.91%
20.19%
1-Month
-2.56%
0.02%
3-Month
-14.01%
4.36%
1-Year
-1.60%
60.18%
3-Year
3.37%
11.32%
5-Year
9.68%
13.88%
10-Year
9.39%
11.19%
Last Bull Market
19.30%
27.98%
Last Bear Market
-15.34%
-24.08%

Annual Total Return (%) History

Year
JSCHX
Category
2025
--
--
2024
10.85%
--
2023
15.72%
--
2022
-18.64%
--
2021
14.71%
--
2020
25.29%
10.99%
2019
30.87%
23.75%
2018
--
-12.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.57% -- -- --
2024 7.51% -3.40% 6.38% 0.34%
2023 3.49% 5.24% -5.33% 12.23%
2022 -7.94% -15.34% -0.35% 4.75%
2021 10.26% 2.86% -3.12% 4.41%
2020 -25.66% 24.37% 5.87% 27.99%
2019 17.79% 2.45% -1.26% 9.83%
2018 -19.57% -- -- --

Rank in Category (By Total Return)

YTD 50
1-Month 44
3-Month 61
1-Year 64
3-Year 56
5-Year 83

Load Adjusted Returns

1-Year -1.60%
3-Year 3.37%
5-Year 9.68%
10-Year 9.39%

Performance & Risk

YTD Return -4.36%
5y Average Return 12.13%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family JPMorgan
Net Assets 1.38B
YTD Return -10.91%
Yield 1.26%
Morningstar Rating
Inception Date Apr 05, 1999

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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