JUECX
JPMorgan U.S. Equity Fund Class C
Mutual fund
$26.47+0.19 (+0.72%)Close Oct 2, 2026
Sep 7, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $95,824
- CAGR
- +9.43%
- Max drawdown
- −52.72%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- 0.00%
- 3M
- +1.42%
- 6M
- +13.75%
- YTD
- +5.50%
- 1Y
- +5.59%
- 3Y
- +18.23%
- 5Y
- +10.56%
- 10Y
- +13.93%
- 15Y
- +14.46%
- 20Y
- +10.76%
- 25Y
- +9.65%
- Since 2001
- +9.43%
Metrics
Since 2001| Volatility | 19.53% |
|---|---|
| Sortino ratio | 0.79 |
| Calmar ratio | 0.18 |
| Best year, 2013 | +34.91% |
| Worst year, 2008 | −35.15% |
| Positive years | 18 of 24 |
| Longest drawdown | 4.4 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.7% | Oct 2007 | Mar 2009 | Mar 2012 | 4.4 years |
| −37.7% | Jan 2002 | Oct 2002 | Dec 2004 | 2.9 years |
| −33.4% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −25.1% | Dec 2021 | Oct 2022 | Dec 2023 | 2 years |
| −21.1% | Oct 2018 | Dec 2018 | Jun 2019 | 9 months |
Annual returns
2001 from Sep 7 · 2026 through Oct 2