VSEAX
JPMorgan Small Cap Equity Fund Class A
Mutual fund
$33.98+0.42 (+1.25%)Close Oct 2, 2026
Dec 19, 1994 – Oct 2, 2026, Dividends reinvested
- Final balance
- $284,758
- CAGR
- +11.11%
- Max drawdown
- −48.86%
- Sharpe ratio
- 0.62
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.33%
- 3M
- −6.83%
- 6M
- +6.32%
- YTD
- +5.04%
- 1Y
- +5.69%
- 3Y
- +8.45%
- 5Y
- +1.75%
- 10Y
- +7.48%
- 15Y
- +10.61%
- 20Y
- +8.88%
- 25Y
- +9.97%
- 30Y
- +9.30%
- Since 1994
- +11.11%
Metrics
Since 1994| Volatility | 20.16% |
|---|---|
| Sortino ratio | 0.89 |
| Calmar ratio | 0.23 |
| Best year, 1995 | +52.30% |
| Worst year, 2008 | −27.28% |
| Positive years | 24 of 31 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 1994| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −48.9% | Oct 2007 | Nov 2008 | Apr 2010 | 2.5 years |
| −41.7% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −38.1% | Apr 1998 | Oct 1998 | Dec 1999 | 1.7 years |
| −34.6% | Sep 2000 | Mar 2003 | Dec 2003 | 3.3 years |
| −26.5% | Nov 2021 | Jun 2022 | Sep 2024 | 2.9 years |
Annual returns
1994 from Dec 19 · 2026 through Oct 2