JUEZX
JPMorgan U.S. Equity Fund Class R2
Mutual fund
$27.80+0.20 (+0.72%)Close Oct 2, 2026
Nov 3, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $97,753
- CAGR
- +13.57%
- Max drawdown
- −33.45%
- Sharpe ratio
- 0.76
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- 0.00%
- 3M
- +1.50%
- 6M
- +13.89%
- YTD
- +5.70%
- 1Y
- +5.89%
- 3Y
- +18.53%
- 5Y
- +10.84%
- 10Y
- +14.21%
- 15Y
- +14.74%
- Since 2008
- +13.57%
Metrics
Since 2008| Volatility | 19.22% |
|---|---|
| Sortino ratio | 1.07 |
| Calmar ratio | 0.41 |
| Best year, 2013 | +35.16% |
| Worst year, 2022 | −19.34% |
| Positive years | 14 of 17 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.5% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −30.2% | Nov 2008 | Mar 2009 | Jul 2009 | 8 months |
| −25.0% | Dec 2021 | Oct 2022 | Dec 2023 | 2 years |
| −21.2% | Oct 2018 | Dec 2018 | May 2019 | 7 months |
| −20.4% | Apr 2011 | Oct 2011 | Feb 2012 | 10 months |
Annual returns
2008 from Nov 3 · 2026 through Oct 2