JMUEX
JPMorgan U.S. Equity Fund Class L
Mutual fund
$28.54+0.21 (+0.74%)Close Oct 2, 2026
Sep 17, 1993 – Oct 2, 2026, Dividends reinvested
- Final balance
- $269,649
- CAGR
- +10.49%
- Max drawdown
- −52.11%
- Sharpe ratio
- 0.63
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.05%
- 3M
- +1.65%
- 6M
- +14.25%
- YTD
- +6.20%
- 1Y
- +6.58%
- 3Y
- +19.27%
- 5Y
- +11.56%
- 10Y
- +14.95%
- 15Y
- +15.45%
- 20Y
- +11.74%
- 25Y
- +10.65%
- 30Y
- +10.26%
- Since 1993
- +10.49%
Metrics
Since 1993| Volatility | 18.80% |
|---|---|
| Sortino ratio | 0.89 |
| Calmar ratio | 0.20 |
| Best year, 2013 | +36.00% |
| Worst year, 2008 | −34.63% |
| Positive years | 24 of 32 |
| Longest drawdown | 6.1 years |
Worst drawdowns
Since 1993| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.1% | Oct 2007 | Mar 2009 | Feb 2011 | 3.4 years |
| −49.0% | Sep 2000 | Oct 2002 | Oct 2006 | 6.1 years |
| −33.4% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −24.6% | Dec 2021 | Oct 2022 | Dec 2023 | 2 years |
| −21.0% | Jul 1998 | Aug 1998 | Nov 1998 | 4 months |
Annual returns
1993 from Sep 17 · 2026 through Oct 2