JUSRX
JPMorgan U.S. Equity Fund Class R5
Mutual fund
$28.56+0.21 (+0.74%)Close Oct 2, 2026
May 15, 2006 – Oct 2, 2026, Dividends reinvested
- Final balance
- $74,079
- CAGR
- +10.32%
- Max drawdown
- −58.37%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.05%
- 3M
- +1.65%
- 6M
- +14.24%
- YTD
- +6.23%
- 1Y
- +6.57%
- 3Y
- +19.30%
- 5Y
- +11.57%
- 10Y
- +14.95%
- 15Y
- +15.48%
- 20Y
- +10.39%
- Since 2006
- +10.32%
Metrics
Since 2006| Volatility | 20.28% |
|---|---|
| Sortino ratio | 0.82 |
| Calmar ratio | 0.18 |
| Best year, 2013 | +36.02% |
| Worst year, 2008 | −35.00% |
| Positive years | 14 of 19 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 2006| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −58.4% | Oct 2007 | Mar 2009 | Jan 2013 | 5.3 years |
| −33.4% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −24.6% | Dec 2021 | Oct 2022 | Dec 2023 | 2 years |
| −21.0% | Oct 2018 | Dec 2018 | Apr 2019 | 7 months |
| −19.6% | Dec 2024 | Apr 2025 | Jun 2025 | 7 months |
Annual returns
2006 from May 15 · 2026 through Oct 2