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Jpmorgan U.s. Small Company Fund R2: (MF: JSCZX)
(NASDAQ Mutual Funds) As of Jul 15, 2024 08:00 PM ET
$17.96 USD
+0.33 (1.87%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.98 | 28 |
| 3 months | -4.26 | 72 |
| 6 months | 4.98 | 28 |
| 1 Year | 11.22 | 37 |
| 3 Year | 0.54 | 44 |
| 5 Year | 8.98 | 31 |
| 10 Year | 6.79 | 63 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 11.22 |
| 5 Year | 8.98 |
| 10 Year | 6.79 |
| Since Inception | 10.20 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.65 | -4.26 | NA | NA |
| 2023 | 2.33 | 4.91 | -5.08 | 11.61 |
| 2022 | -5.93 | -16.98 | -2.69 | 9.06 |
| 2021 | 15.14 | 2.87 | -2.48 | 5.29 |
| 2020 | -30.75 | 23.44 | 6.35 | 29.16 |
| 2019 | 11.94 | -0.44 | -0.77 | 9.63 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.98 | 13.74 | -17.12 | 21.61 | 17.41 | 21.24 | -12.68 | 8.25 | 19.89 | -3.74 | 7.84 |
| % Total Return Rel to Index | -10.32 | -12.49 | 1.07 | -7.06 | -0.98 | -10.24 | -8.28 | -13.54 | 7.95 | -5.12 | -5.79 |
| % Total Return Rel to Peer | 1.76 | -2.33 | 2.39 | 2.30 | -1.57 | -4.18 | -1.90 | -7.34 | 3.94 | 0.98 | 5.17 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 3.00 | 5.00 | 4.00 | 5.00 | 2.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.85 | 5.32 | 0.51 | 0.01 | 1.86 | 1.19 | 0.00 | 0.67 | 0.53 |
| Expense Ratio | 0.00 | 1.49 | 1.48 | 1.48 | 1.48 | 1.47 | 1.48 | 1.50 | 1.51 | 1.50 | 1.50 |
* 1 = Top 20%, 5 = Bottom 20%