JUEPX
JPMorgan U.S. Equity Fund Class R3
Mutual fund
$28.15+0.20 (+0.72%)Close Oct 2, 2026
Sep 9, 2016 – Oct 2, 2026, Dividends reinvested
- Final balance
- $39,645
- CAGR
- +14.67%
- Max drawdown
- −33.39%
- Sharpe ratio
- 0.84
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.01%
- 3M
- +1.57%
- 6M
- +14.01%
- YTD
- +5.87%
- 1Y
- +6.12%
- 3Y
- +18.81%
- 5Y
- +11.12%
- 10Y
- +14.49%
- Since 2016
- +14.67%
Metrics
Since 2016| Volatility | 18.43% |
|---|---|
| Sortino ratio | 1.18 |
| Calmar ratio | 0.44 |
| Best year, 2019 | +31.74% |
| Worst year, 2022 | −19.11% |
| Positive years | 7 of 9 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2016| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −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 |
| −19.7% | Dec 2024 | Apr 2025 | Jul 2025 | 7 months |
| −12.1% | Oct 2025 | Mar 2026 | Apr 2026 | 6 months |
Annual returns
2016 from Sep 9 · 2026 through Oct 2