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Jpmorgan Research Market Neutral Fund Cl C: (MF: JMNCX)
(NASDAQ Mutual Funds) As of May 10, 2024 08:00 PM ET
$12.53 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.78 | 50 |
| 3 months | 4.53 | 44 |
| 6 months | 8.31 | 85 |
| 1 Year | 13.01 | 83 |
| 3 Year | 5.07 | 36 |
| 5 Year | 5.65 | 77 |
| 10 Year | 2.84 | 89 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 11.36 |
| 5 Year | 5.26 |
| 10 Year | 2.63 |
| Since Inception | 1.35 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 4.08 | NA | NA | NA |
| 2023 | 2.19 | 3.58 | 1.55 | 2.73 |
| 2022 | -3.20 | -2.57 | 2.92 | 0.18 |
| 2021 | -0.64 | -1.11 | 1.49 | 3.50 |
| 2020 | 7.92 | 0.26 | 2.96 | 0.01 |
| 2019 | -0.15 | 1.26 | -1.64 | 0.91 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.78 | 10.44 | -2.76 | 3.21 | 11.43 | 0.36 | 1.46 | 4.84 | -2.97 | -4.53 | 2.40 |
| % Total Return Rel to Index | -0.26 | -15.79 | 15.44 | -25.46 | -6.97 | -31.12 | 5.85 | -16.95 | -14.90 | -5.92 | -11.23 |
| % Total Return Rel to Peer | 0.29 | -15.67 | 22.10 | -11.61 | -14.35 | -24.84 | 5.88 | -14.39 | -6.47 | -4.71 | -3.25 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 5.00 | 4.00 | 5.00 |
| % Dividends | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 2.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.91 | 2.79 | 0.13 | 0.39 | 0.00 | 0.00 | 0.38 |
| Expense Ratio | 0.00 | 3.39 | 3.27 | 3.49 | 3.75 | 4.20 | 4.01 | 4.14 | 3.83 | 4.04 | 4.32 |
* 1 = Top 20%, 5 = Bottom 20%