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Friday, December 18, 2009, 1:18PM ET - U.S. Markets close in 2 hours and 42 minutes. Dow Up 0.01% Nasdaq Up 0.97%
JPMorgan Disciplined Equity A (JDEAX)On Dec 17: 13.89  Down 0.17 (1.21%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Below average
Year to Date Return:28.59%
5-Year Average Return:0.91%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):15.17%
Worst 1-Yr Total Return (2008):-36.98%
Best 3-Yr Total Return (2004-6):9.60%
Worst 3-Yr Total Return (2006-8):-8.73%
LOAD ADJUSTED RETURNS 
1-Year:-8.52%
3-Year:-6.22%
5-Year:-0.04%
10-Year:-1.52%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnJDEAXCategoryDiffIndex*Diff
Year To Date28.5925.103.4924.074.52
1-Month6.345.281.066.000.34
3-Month8.317.011.37.910.4
1-Year31.0528.013.0425.395.66
3-Year-4.80-5.871.07-5.790.99
5-Year0.910.640.270.710.2
Last Bull Market ( 28-Feb-09 to 30-Sep-09)48.7646.082.6845.763
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-14.83-17.412.58-18.253.42
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearJDEAXCategoryDiff
2009N/AN/AN/A
2008
 
-36.98-37.790.81
2007
 
4.756.16-1.41
2006
 
15.1714.171.00
2005
 
3.335.88-2.55
2004
 
10.6410.020.62
2003
 
28.9627.051.91
2002
 
-25.06-22.25-2.81
2001N/A-13.50N/A
2000N/A-6.31N/A
1999N/A20.16N/A
PAST QUARTERLY RETURNS (%) FOR JDEAX 
Q1Q2Q3Q4
2009-9.0816.7115.96N/A
2008-9.72-3.44-7.87-21.53
20071.655.901.68-4.30
20063.77-1.925.587.18
2005-2.421.482.761.55
20042.000.90-1.328.95
2003-3.1215.411.8913.20
2002-0.96-14.75-17.878.07
2001N/AN/AN/A10.93
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date505202124.99
1-Month993211346.99
3-Month355209116.98
6-Month18520648.96
1-Year417201120.74
3-Year496170729.06
5-Year533136039.19

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