JUEAX
JPMorgan U.S. Equity Fund Class A
Mutual fund
$28.32+0.21 (+0.75%)Close Oct 2, 2026
Sep 7, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $109,517
- CAGR
- +10.02%
- Max drawdown
- −52.35%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.05%
- 3M
- +1.56%
- 6M
- +14.06%
- YTD
- +5.92%
- 1Y
- +6.16%
- 3Y
- +18.81%
- 5Y
- +11.12%
- 10Y
- +14.50%
- 15Y
- +15.03%
- 20Y
- +11.32%
- 25Y
- +10.23%
- Since 2001
- +10.02%
Metrics
Since 2001| Volatility | 19.51% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.19 |
| Best year, 2013 | +35.53% |
| Worst year, 2008 | −34.89% |
| Positive years | 19 of 24 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.3% | Oct 2007 | Mar 2009 | Apr 2011 | 3.5 years |
| −37.4% | Jan 2002 | Oct 2002 | Nov 2004 | 2.8 years |
| −33.4% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −24.8% | Dec 2021 | Oct 2022 | Dec 2023 | 2 years |
| −21.1% | Oct 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
2001 from Sep 7 · 2026 through Oct 2