Nasdaq - Delayed Quote USD

JPMorgan US Equity R2 (JUEZX)

24.21
+0.15
+(0.62%)
At close: 8:01:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.62%
5y Average Return 15.21%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (May 27, 2025) 35.20%
Worst 1Y Total Return (May 27, 2025) --
Best 3Y Total Return 35.20%
Worst 3Y Total Return 7.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JUEZX
Category
YTD
-7.02%
5.31%
1-Month
-1.31%
-4.19%
3-Month
-8.89%
3.90%
1-Year
7.77%
20.31%
3-Year
10.41%
6.48%
5-Year
14.69%
11.78%
10-Year
11.72%
10.96%
Last Bull Market
20.54%
25.56%
Last Bear Market
-16.46%
-15.11%

Annual Total Return (%) History

Year
JUEZX
Category
2025
--
--
2024
23.30%
--
2023
26.41%
22.32%
2022
-19.36%
-16.96%
2021
27.87%
26.07%
2020
25.79%
15.83%
2019
31.27%
28.78%
2018
-6.60%
-6.27%

2017
20.76%
20.44%
2016
10.23%
10.37%
2015
0.22%
-1.07%
2014
13.21%
10.96%
2013
35.20%
31.50%
2012
16.71%
14.96%
2011
-2.09%
-1.27%
2010
13.75%
14.01%
2009
32.34%
28.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.79% -- -- --
2024 10.97% 4.14% 5.61% 1.03%
2023 7.41% 8.38% -2.99% 11.94%
2022 -4.69% -16.46% -4.48% 6.02%
2021 5.26% 7.81% 0.66% 11.94%
2020 -17.24% 22.40% 9.44% 13.46%
2019 13.39% 4.43% 0.54% 10.26%
2018 -1.27% 2.87% 8.69% -15.40%
2017 6.49% 2.04% 4.13% 6.73%
2016 -1.02% 1.20% 5.00% 4.81%

2015 1.66% 0.21% -8.07% 7.01%
2014 1.60% 4.66% 1.14% 5.25%
2013 10.51% 3.42% 6.68% 10.90%
2012 14.40% -4.91% 6.87% 0.40%
2011 4.68% -0.25% -15.41% 10.86%
2010 4.98% -12.26% 10.94% 11.33%
2009 -8.35% 17.11% 15.29% 6.95%

Rank in Category (By Total Return)

YTD 89
1-Month 73
3-Month 77
1-Year 74
3-Year 59
5-Year 52

Load Adjusted Returns

1-Year 7.77%
3-Year 10.41%
5-Year 14.69%
10-Year 11.72%

Performance & Risk

YTD Return -0.62%
5y Average Return 15.21%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family JPMorgan
Net Assets 29.25B
YTD Return -7.02%
Yield 0.07%
Morningstar Rating
Inception Date Sep 09, 2016

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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