• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.29% Nasdaq Down0.03%

    JPMorgan Small Cap Equity A (VSEAX)

    44.96 Down 0.08(0.18%) May 22

    Performance Overview as of Apr 29, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:2.93%
    5-Year Average Return:14.70%
    Number of Years Up:17
    Number of Years Down:3
    Best 1 Yr Total Return (2003-12-31):36.37%
    Worst 1 Yr Total Return (2008-12-31):-27.28%
    Best 3-Yr Total Return (N/A):24.55%
    Worst 3-Yr Total Return (N/A):-3.97%
    Load Adjusted Returns 
    1-Year:4.82%
    3-Year:14.04%
    5-Year:13.47%
    10-Year:11.65%
    Trailing Returns (%) vs. Benchmarks 
    ReturnVSEAXCategoryDiffIndex*Diff
    Year To Date2.93N/AN/AN/AN/A
    1-Month-2.45N/AN/AN/AN/A
    3-Month4.90N/AN/AN/AN/A
    1-Year10.63N/AN/AN/AN/A
    3-Year16.10N/AN/AN/AN/A
    5-Year14.70N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)30.38N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-20.53N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearVSEAXCategoryDiff
    2015N/AN/AN/A
    2014
     
    7.00N/AN/A
    2013
     
    35.77N/AN/A
    2012
     
    17.77N/AN/A
    2011
     
    2.61N/AN/A
    2010
     
    26.00N/AN/A
    2009
     
    31.76N/AN/A
    2008
     
    -27.28N/AN/A
    2007
     
    3.55N/AN/A
    2006
     
    18.35N/AN/A
    2005
     
    12.35N/AN/A
    2004
     
    26.13N/AN/A
    2003
     
    36.37N/AN/A
    2002
     
    -17.30N/AN/A
    2001
     
    -6.23N/AN/A
    2000
     
    14.18N/AN/A
    1999
     
    13.75N/AN/A
    1998
     
    3.34N/AN/A
    1997
     
    17.76N/AN/A
    1996
     
    28.80N/AN/A
    1995
     
    54.04N/AN/A
    Past Quarterly Returns (%) for VSEAX 
    Q1Q2Q3Q4
    20155.51N/AN/AN/A
    20142.172.11-5.528.55
    201313.840.947.769.65
    201213.18-2.885.022.02
    20117.840.77-18.5215.88
    20108.16-8.1110.5714.66
    2009-4.7517.6515.042.20
    2008-7.872.81-5.36-18.88
    20076.174.70-1.27-5.65
    200612.21-4.102.177.66
    20050.083.026.951.89
    20045.144.620.8013.75
    2003-4.5816.127.4514.54
    20024.18-6.42-15.940.91
    2001-14.5910.86-12.8313.61
    200010.332.593.93-2.94
    1999-10.5412.17-2.0415.72
    199815.23-4.75-21.1319.38
    1997-7.0115.5614.45-4.25
    19967.1813.112.463.68
    199510.6914.8715.055.30
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date22N/A
    1-Month69N/A
    3-Month68N/A
    6-Month23N/A
    1-Year19N/A
    3-Year33N/A
    5-Year11N/A