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JPMorgan Emerging Markets Equity R2 (JHUJX)

28.76 +0.38 (+1.34%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.37%
5y Average Return 0.93%
Number of Years Up 3
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 33.99%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 33.99%
Worst 3Y Total Return -11.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JHUJX
Category
YTD
2.36%
8.73%
1-Month
2.43%
1.20%
3-Month
2.36%
5.47%
1-Year
4.07%
41.79%
3-Year
-9.68%
11.48%
5-Year
1.69%
12.18%
10-Year
3.30%
4.39%
Last Bull Market
15.56%
17.73%
Last Bear Market
-10.47%
-25.55%

Annual Total Return (%) History

Year
JHUJX
Category
2024
--
--
2023
6.66%
--
2022
-26.17%
--
2021
-10.80%
--
2020
33.99%
17.90%
2019
31.20%
19.25%
2018
-16.45%
-16.07%
2017
--
34.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.36% -- -- --
2023 4.91% 1.17% -7.19% 8.28%
2022 -16.09% -10.47% -11.41% 10.94%
2021 -2.42% 5.49% -8.72% -5.06%
2020 -22.18% 24.31% 13.94% 21.57%
2019 16.22% 4.07% -2.20% 10.91%
2018 0.45% -7.99% -3.35% -6.46%
2017 7.21% -- -- --

Rank in Category (By Total Return)

YTD 53
1-Month 40
3-Month 53
1-Year 84
3-Year 92
5-Year 72

Load Adjusted Returns

1-Year 4.07%
3-Year -9.68%
5-Year 1.69%
10-Year 3.30%

Performance & Risk

YTD Return 1.37%
5y Average Return 0.93%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family JPMorgan
Net Assets 7.32B
YTD Return 2.36%
Yield 1.01%
Morningstar Rating
Inception Date Feb 28, 2006

Fund Summary

The fund invests at least 80% of the value of its assets in equity securities and equity-related instruments that are tied economically to emerging markets. "Assets" means net assets, plus the amount of borrowings for investment purposes. It may invest in securities denominated in U.S. dollars, other major reserve currencies, such as the euro, yen and pound sterling, and currencies of other countries in which it can invest.

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