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JPMorgan Small Cap Sustainable Leaders Fund (VSSBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
33.59+0.38 (+1.14%)
As of 08:05AM EDT. Market open.
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.52%
5-Year Average Return0.30%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Mar 19, 2023)24.00%
Worst 1 Yr Total Return (Mar 19, 2023)N/A
Best 3-Yr Total Return24.00%
Worst 3-Yr Total Return0.20%

Trailing Returns (%) Vs. Benchmarks

ReturnVSSBXCategory
YTD-4.52%20.19%
1-Month-11.02%0.02%
3-Month-3.73%4.36%
1-Year-17.89%60.18%
3-Year18.89%11.32%
5-Year0.30%13.88%
10-Year0.00%11.19%
Last Bull Market46.91%27.98%
Last Bear Market-18.98%-24.08%

Annual Total Return (%) History

Year
VSSBXCategory
2022
-21.10%N/A
2021
12.43%N/A
2020
13.40%10.99%
2019
24.00%23.75%
2018
-12.20%-12.72%
2017
14.79%12.28%
2016
N/A20.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-7.96%-18.98%-2.35%8.35%
202116.08%2.98%-7.54%1.72%
2020-34.86%25.99%4.94%31.66%
201914.78%1.22%-3.96%11.13%
20180.38%7.45%2.73%-20.76%
20172.42%2.17%6.42%3.08%
20168.65%11.08%N/AN/A

Rank In Category (By Total Return)

YTD94
1-Month81
3-Month91
1-Year93
3-Year97
5-Year96

Load Adjusted Returns

1-Year-13.26%
3-Year4.93%
5-Year1.99%
10-Year7.44%
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