JUESX
JPMorgan U.S. Equity Fund Class I
Mutual fund
$28.46+0.21 (+0.74%)Close Oct 2, 2026
Jul 30, 1985 – Oct 2, 2026, Dividends reinvested
- Final balance
- $259,623
- CAGR
- +8.23%
- Max drawdown
- −57.82%
- Sharpe ratio
- 0.52
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.04%
- 3M
- +1.65%
- 6M
- +14.16%
- YTD
- +6.12%
- 1Y
- +6.43%
- 3Y
- +19.10%
- 5Y
- +11.39%
- 10Y
- +14.78%
- 15Y
- +15.28%
- 20Y
- +11.57%
- 25Y
- +10.46%
- 30Y
- +7.79%
- Since 1985
- +8.23%
Metrics
Since 1985| Volatility | 18.60% |
|---|---|
| Sortino ratio | 0.71 |
| Calmar ratio | 0.14 |
| Best year, 2013 | +35.79% |
| Worst year, 2008 | −34.64% |
| Positive years | 30 of 40 |
| Longest drawdown | 10.2 years |
Worst drawdowns
Since 1985| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −57.8% | Aug 1997 | Oct 2002 | Oct 2007 | 10.2 years |
| −52.2% | Oct 2007 | Mar 2009 | Apr 2011 | 3.5 years |
| −33.4% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −30.1% | Aug 1987 | Dec 1987 | Jul 1989 | 1.9 years |
| −24.7% | Dec 2021 | Oct 2022 | Dec 2023 | 2 years |
Annual returns
1985 from Jul 30 · 2026 through Oct 2