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Jpmorgan Small Cap Blend Fund Class C: (MF: VSCCX)
(NASDAQ Mutual Funds) As of Sep 3, 2024 08:00 PM ET
$15.21 USD
-0.43 (-2.75%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.24 | 62 |
| 3 months | 11.16 | 6 |
| 6 months | 11.87 | 53 |
| 1 Year | 12.48 | 74 |
| 3 Year | 1.72 | 80 |
| 5 Year | 8.99 | 78 |
| 10 Year | 11.22 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 119.63 |
| Bear Market (10/07 - 2/09) | -54.87 |
| Bull Market (2/09 - 3/21) | 698.75 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 8.15 |
| 5 Year | 7.71 |
| 10 Year | 9.68 |
| Since Inception | 8.66 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.23 | -3.60 | NA | NA |
| 2023 | 3.21 | 5.05 | -5.62 | 11.97 |
| 2022 | -8.17 | -15.48 | -0.64 | 4.45 |
| 2021 | 10.03 | 2.62 | -3.38 | 4.12 |
| 2020 | -25.81 | 24.00 | 5.57 | 27.68 |
| 2019 | 17.52 | 2.22 | -1.47 | 9.53 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.24 | 14.58 | -19.46 | 13.59 | 24.02 | 29.64 | -4.20 | 40.72 | 7.29 | -2.70 | -0.98 |
| % Total Return Rel to Index | -5.46 | -11.66 | -1.25 | -15.08 | 5.61 | -1.84 | 0.19 | 18.93 | -4.64 | -4.09 | -14.62 |
| % Total Return Rel to Peer | -1.43 | -8.41 | 0.23 | -8.46 | 4.10 | 1.21 | 2.65 | 20.05 | -0.52 | -1.10 | -9.18 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 5.00 | 2.00 | 3.00 | 2.00 | 1.00 | 3.00 | 4.00 | 5.00 |
| % Dividends | 0.00 | 0.04 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.30 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.46 | 2.01 | 0.46 | 0.65 | 6.24 | 2.72 | 3.19 | 3.22 | 2.04 |
| Expense Ratio | 0.00 | 1.74 | 1.75 | 1.73 | 1.74 | 1.74 | 1.74 | 1.74 | 1.75 | 1.75 | 1.83 |
* 1 = Top 20%, 5 = Bottom 20%