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Jp Morgan U.s. Small Company C: (MF: JTUCX)
(NASDAQ Mutual Funds) As of Oct 17, 2024 08:00 PM ET
$17.22 USD
-0.02 (-0.12%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.59 | 44 |
| 3 months | 6.37 | 78 |
| 6 months | 1.75 | 81 |
| 1 Year | 24.45 | 55 |
| 3 Year | 3.28 | 51 |
| 5 Year | 10.26 | 42 |
| 10 Year | 8.02 | 70 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 605.57 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 23.20 |
| 5 Year | 10.26 |
| 10 Year | 8.01 |
| Since Inception | 7.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.66 | -4.34 | 6.37 | NA |
| 2023 | 2.25 | 4.92 | -5.11 | 11.52 |
| 2022 | -6.02 | -16.98 | -2.77 | 8.96 |
| 2021 | 15.08 | 2.79 | -2.54 | 5.22 |
| 2020 | -30.80 | 23.32 | 6.30 | 29.08 |
| 2019 | 11.89 | -0.52 | -0.79 | 9.57 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.59 | 13.53 | -17.35 | 21.32 | 17.09 | 20.99 | -12.91 | 7.97 | 19.60 | -3.99 | 7.60 |
| % Total Return Rel to Index | -10.51 | -12.71 | 0.84 | -7.35 | -1.31 | -10.49 | -8.52 | -13.82 | 7.66 | -5.38 | -6.04 |
| % Total Return Rel to Peer | 0.17 | -2.54 | 2.16 | 2.01 | -1.90 | -4.44 | -2.13 | -7.62 | 3.65 | 0.73 | 4.92 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 3.00 | 5.00 | 4.00 | 5.00 | 3.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.85 | 5.32 | 0.51 | 0.01 | 1.86 | 1.19 | 0.00 | 0.67 | 0.54 |
| Expense Ratio | 1.69 | 1.71 | 1.73 | 1.73 | 1.74 | 1.72 | 1.73 | 1.75 | 1.76 | 1.75 | 1.75 |
* 1 = Top 20%, 5 = Bottom 20%