Nasdaq - Delayed Quote USD
JPMorgan SMID Cap Equity Fund (PECAX)
As of 8:06 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.08% |
| 5y Average Return | 8.19% |
| Number of Years Up | 23 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Oct 22, 2024) | 40.02% |
| Worst 1Y Total Return (Oct 22, 2024) | -- |
| Best 3Y Total Return | 40.02% |
| Worst 3Y Total Return | 2.98% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PECAX
Category
- YTD
- 12.08%
- 17.04%
- 1-Month
- 1.87%
- -0.01%
- 3-Month
- 10.54%
- 5.47%
- 1-Year
- 23.29%
- 50.44%
- 3-Year
- 3.53%
- 13.15%
- 5-Year
- 8.24%
- 13.75%
- 10-Year
- 7.33%
- 11.35%
- Last Bull Market
- 24.63%
- 25.95%
- Last Bear Market
- -14.16%
- -22.55%
Annual Total Return (%) History
Year
PECAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.37% | -4.68% | 10.54% | -- |
| 2023 | 2.84% | 5.09% | -4.91% | 10.00% |
| 2022 | -7.16% | -14.16% | -5.23% | 6.94% |
| 2021 | 7.15% | 5.18% | 0.66% | 8.45% |
| 2020 | -28.52% | 22.40% | 6.89% | 17.53% |
| 2019 | 13.99% | 1.22% | 1.59% | 7.37% |
| 2018 | -0.62% | 1.56% | 4.79% | -16.67% |
| 2017 | 4.74% | 1.14% | 3.84% | 6.08% |
| 2016 | 1.86% | 2.09% | 4.59% | 2.80% |
| 2015 | 3.00% | -3.57% | -9.03% | 3.85% |
| 2014 | 3.09% | 5.16% | -1.42% | 7.94% |
| 2013 | 14.62% | 2.42% | 8.78% | 9.65% |
| 2012 | 12.62% | -4.40% | 5.00% | 2.46% |
| 2011 | 10.15% | 0.37% | -21.02% | 12.47% |
| 2010 | 8.32% | -11.43% | 11.08% | 11.79% |
| 2009 | -8.95% | 17.01% | 18.80% | 6.99% |
| 2008 | -10.43% | 4.13% | -15.36% | -23.41% |
| 2007 | 5.20% | 4.84% | -2.58% | -4.28% |
| 2006 | 8.35% | -2.11% | -0.51% | 7.66% |
| 2005 | 1.81% | 4.98% | 8.08% | 1.55% |
| 2004 | 2.57% | 1.69% | -1.61% | 11.21% |
| 2003 | -3.62% | 15.56% | 5.16% | 11.13% |
| 2002 | 5.90% | -10.86% | -16.91% | 4.42% |
| 2001 | -11.58% | 11.21% | -17.37% | 17.15% |
| 2000 | 15.95% | -3.84% | 12.19% | -4.00% |
| 1999 | -4.35% | 13.14% | -11.34% | 15.06% |
| 1998 | 11.68% | -3.96% | -20.72% | 22.63% |
| 1997 | -2.84% | 17.36% | 12.75% | -0.76% |
| 1996 | 7.06% | 3.46% | 5.49% | 6.93% |
| 1995 | 5.55% | 7.13% | 5.34% | 0.52% |
| 1994 | -2.21% | -2.62% | 4.64% | -2.89% |
| 1993 | 7.88% | 2.15% | 7.09% | 5.10% |
| 1992 | 7.44% | 12.91% | -- | -- |
Rank in Category (By Total Return)
| YTD | 73 |
| 1-Month | 41 |
| 3-Month | 12 |
| 1-Year | 84 |
| 3-Year | 84 |
| 5-Year | 91 |
Load Adjusted Returns
| 1-Year | 16.82% |
| 3-Year | 1.69% |
| 5-Year | 7.08% |
| 10-Year | 6.75% |
Performance & Risk
| YTD Return | 12.08% |
| 5y Average Return | 8.19% |
| Rank in Category (ytd) | 73 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | JPMorgan |
| Net Assets | 422.69M |
| YTD Return | 12.08% |
| Yield | 0.31% |
| Morningstar Rating | |
| Inception Date | Mar 22, 1999 |
Fund Summary
Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of small- to mid-cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small- to mid-cap companies are generally considered to be those companies with market capitalizations similar to those within the universe of the Russell 2500? Index at the time of purchase.
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