Nasdaq - Delayed Quote USD

JPMorgan Small Cap Sustainable Ldrs R5 (VSSCX)

38.59 +0.65 (+1.71%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.98%
5y Average Return 2.99%
Number of Years Up 18
Number of Years Down 9
Best 1Y Total Return (Apr 23, 2024) 42.54%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 42.54%
Worst 3Y Total Return -0.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VSSCX
Category
YTD
3.41%
20.19%
1-Month
3.76%
0.02%
3-Month
3.41%
4.36%
1-Year
13.00%
60.18%
3-Year
-4.55%
11.32%
5-Year
4.52%
13.88%
10-Year
6.06%
11.19%
Last Bull Market
47.41%
27.98%
Last Bear Market
-18.90%
-24.08%

Annual Total Return (%) History

Year
VSSCX
Category
2024
--
--
2023
9.18%
--
2022
-20.76%
--
2021
12.93%
--
2020
13.89%
10.99%
2019
24.54%
23.75%
2018
-11.82%
-12.72%
2017
15.30%
12.28%

2016
20.37%
20.78%
2015
-5.38%
-5.38%
2014
9.73%
3.79%
2013
42.54%
37.39%
2012
19.79%
15.46%
2011
-4.58%
-4.07%
2010
27.37%
25.61%
2009
23.07%
31.80%
2008
-31.86%
-36.56%
2007
-5.27%
-1.10%
2006
15.50%
15.03%
2005
3.89%
6.75%
2004
22.31%
18.94%
2003
35.20%
43.41%
2002
-16.95%
-16.22%
2001
-4.36%
8.92%
2000
11.74%
11.89%
1999
-3.55%
19.95%
1998
3.41%
-3.03%
1997
17.68%
26.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.41% -- -- --
2023 -0.08% 3.46% -7.03% 13.61%
2022 -7.86% -18.90% -2.24% 8.47%
2021 16.19% 3.10% -7.43% 1.84%
2020 -34.80% 26.14% 5.06% 31.82%
2019 14.92% 1.33% -3.89% 11.28%
2018 0.49% 7.56% 2.83% -20.66%
2017 2.53% 2.27% 6.54% 3.21%
2016 -3.82% 3.45% 8.78% 11.21%
2015 3.98% -0.53% -11.82% 3.75%

2014 1.16% 4.84% -7.43% 11.77%
2013 13.21% 3.55% 10.31% 10.23%
2012 13.66% -4.60% 7.57% 2.70%
2011 8.42% -0.28% -24.62% 17.09%
2010 9.50% -9.12% 10.14% 16.21%
2009 -17.41% 19.69% 19.97% 3.77%
2008 -7.57% 0.76% -0.81% -26.24%
2007 3.07% 4.65% -5.16% -7.39%
2006 14.25% -6.05% -0.53% 8.17%
2005 -5.13% 5.02% 3.67% 0.59%
2004 5.52% 5.23% -3.38% 14.00%
2003 -4.60% 15.92% 6.81% 14.47%
2002 4.83% -6.17% -16.08% 0.60%
2001 -13.65% 10.35% -12.50% 14.71%
2000 5.49% 4.97% 3.62% -2.61%
1999 -9.69% 15.15% -13.97% 7.80%
1998 10.74% -4.70% -15.93% 16.54%
1997 -5.57% 17.21% 9.73% -3.11%

Rank in Category (By Total Return)

YTD 82
1-Month 48
3-Month 82
1-Year 89
3-Year 99
5-Year 97

Load Adjusted Returns

1-Year 13.00%
3-Year -4.55%
5-Year 4.52%
10-Year 6.06%

Performance & Risk

YTD Return -0.98%
5y Average Return 2.99%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family JPMorgan
Net Assets 29.28M
YTD Return 3.41%
Yield 0.58%
Morningstar Rating
Inception Date Jan 03, 2017

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies meeting the adviser’s sustainability criteria. “Assets” means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of Russell 2000® Index at the time of purchase.

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