JUEMX
JPMorgan U.S. Equity Fund Class R6
Mutual fund
$28.65+0.21 (+0.74%)Close Oct 2, 2026
Nov 30, 2010 – Oct 2, 2026, Dividends reinvested
- Final balance
- $83,333
- CAGR
- +14.32%
- Max drawdown
- −33.37%
- Sharpe ratio
- 0.85
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.07%
- 3M
- +1.70%
- 6M
- +14.29%
- YTD
- +6.29%
- 1Y
- +6.66%
- 3Y
- +19.40%
- 5Y
- +11.68%
- 10Y
- +15.07%
- 15Y
- +15.57%
- Since 2010
- +14.32%
Metrics
Since 2010| Volatility | 17.72% |
|---|---|
| Sortino ratio | 1.20 |
| Calmar ratio | 0.43 |
| Best year, 2013 | +36.15% |
| Worst year, 2022 | −18.73% |
| Positive years | 12 of 15 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2010| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.4% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −24.5% | Dec 2021 | Oct 2022 | Dec 2023 | 2 years |
| −21.0% | Oct 2018 | Dec 2018 | Apr 2019 | 7 months |
| −20.2% | Apr 2011 | Oct 2011 | Feb 2012 | 9 months |
| −19.6% | Dec 2024 | Apr 2025 | Jun 2025 | 7 months |
Annual returns
2010 from Nov 30 · 2026 through Oct 2