JUEZX | JPMORGAN U.S. EQUITY FUND CLASS R2

Basic Info 23.4 0.01(0.04%)
May 17

JPMORGAN U.S. EQUITY FUND CLASS R2 started on 11/05/2008

JPMORGAN U.S. EQUITY FUND CLASS R2 is classified as asset class LARGE BLEND

JPMORGAN U.S. EQUITY FUND CLASS R2 expense ratio is 0.54%

JPMORGAN U.S. EQUITY FUND CLASS R2 rating is

(10%)

JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) Dividend Info

JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) dividend growth in the last 12 months is -61.77%

The trailing 12-month yield of JPMORGAN U.S. EQUITY FUND CLASS R2 is 1.61%. its dividend history:

Date	Dividend
12/20/2023	0.0282
12/13/2023	0.2321
09/27/2023	0.0181
06/28/2023	0.017
03/29/2023	0.0217
12/20/2022	0.0295
12/13/2022	0.6748
09/28/2022	0.0278
06/28/2022	0.0188
03/29/2022	0.0024
12/20/2021	0.0018
12/13/2021	2.2263
06/28/2021	0.0009
03/29/2021	0.017
12/18/2020	0.006
12/11/2020	1.107
09/28/2020	0.014
06/26/2020	0.018
03/27/2020	0.014
12/19/2019	0.023
12/12/2019	1.463
09/26/2019	0.015
06/26/2019	0.017
03/27/2019	0.008
12/19/2018	0.042
12/12/2018	1.7901
09/26/2018	0.0206
06/27/2018	0.017
03/27/2018	0.006
12/20/2017	0.028
12/13/2017	1.259
09/27/2017	0.017
06/28/2017	0.014
03/29/2017	0.008
12/20/2016	0.029
12/14/2016	0.535
06/28/2016	0.012
03/29/2016	0.02
12/21/2015	0.026
12/11/2015	0.697
09/28/2015	0.016
06/26/2015	0.021
03/27/2015	0.01
12/19/2014	0.051
12/12/2014	1.268
09/30/2014	0.02
06/30/2014	0.022
03/31/2014	0.014
12/20/2013	0.023
12/12/2013	0.97
09/30/2013	0.02
06/28/2013	0.021
03/28/2013	0.012
12/18/2012	0.047
12/13/2012	0.237
09/28/2012	0.024
06/29/2012	0.017
03/30/2012	0.019
12/20/2011	0.025
12/15/2011	0.057
09/30/2011	0.013
06/30/2011	0.013
03/31/2011	0.038
09/30/2010	0.017
06/30/2010	0.01
03/31/2010	0.02
12/21/2009	0.018
09/30/2009	0.014
06/30/2009	0.016
03/31/2009	0.052

Dividend Growth History for JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.3171	1.90%	-57.91%	-
2022	$0.7533	3.47%	-66.46%	-57.91%
2021	$2.246	12.18%	93.79%	-62.43%
2020	$1.159	7.23%	-24.05%	-35.08%
2019	$1.526	11.47%	-18.64%	-32.48%
2018	$1.8757	11.54%	41.46%	-29.92%
2017	$1.326	9.10%	122.48%	-21.22%
2016	$0.596	4.43%	-22.60%	-8.62%
2015	$0.77	5.35%	-44.00%	-10.50%
2014	$1.375	9.91%	31.45%	-15.04%
2013	$1.046	9.14%	204.07%	-11.25%
2012	$0.344	3.43%	135.62%	-0.74%
2011	$0.146	1.41%	210.64%	6.68%
2010	$0.047	0.51%	-53.00%	15.82%
2009	$0.1	1.40%	-	8.59%

Dividend Growth Chart for JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX)

JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) Historical Returns And Risk Info

From 11/05/2008 to 05/17/2024, the compound annualized total return (dividend reinvested) of JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) is 13.897%. Its cumulative total return (dividend reinvested) is 652.28%.

From 11/05/2008 to 05/17/2024, the Maximum Drawdown of JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) is 33.5%.

From 11/05/2008 to 05/17/2024, the Sharpe Ratio of JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) is 0.67.

From 11/05/2008 to 05/17/2024, the Annualized Standard Deviation of JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) is 19.8%.

From 11/05/2008 to 05/17/2024, the Beta of JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) is 1.01.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 11/05/2008	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008
Annualized Return(%)	1.2	11.9	29.6	9.7	15.9	12.9	14.6	13.9	26.7	-19.6	28.2	25.8	31.4	-6.5	20.8	10.0	0.1	13.0	35.2	16.7	-2.1	13.8	32.3	-4.7
Sharpe Ratio	NA	2.58	2.18	0.42	0.65	0.64	NA	0.67	1.69	-0.87	1.97	0.71	2.25	-0.44	2.77	0.66	0.0	1.04	2.93	1.2	-0.09	0.74	1.18	-0.46
Draw Down(%)	NA	5.5	9.6	24.9	33.5	33.5	NA	33.5	9.6	24.8	5.7	33.5	6.9	21.2	2.7	13.2	12.9	8.6	5.8	11.3	20.4	16.0	25.6	21.1
Standard Deviation(%)	NA	11.8	11.8	17.6	22.0	18.6	NA	19.8	13.4	24.3	14.3	35.7	13.3	18.0	7.3	14.9	16.5	12.5	12.0	14.0	24.4	18.6	27.3	59.7
Treynor Ratio	NA	0.3	0.26	0.08	0.15	0.12	NA	0.13	0.24	-0.22	0.28	0.26	0.28	-0.07	0.19	0.09	0.0	0.12	0.33	0.15	-0.02	0.13	0.32	-0.28
Alpha	NA	0.0	0.0	0.0	0.01	0.0	NA	0.0	0.0	0.0	0.0	0.02	0.0	-0.01	-0.01	-0.01	0.0	0.0	0.0	0.0	-0.01	-0.01	0.01	-0.01
Beta	NA	1.0	0.98	0.95	0.98	1.01	NA	1.01	0.95	0.94	1.0	1.0	1.05	1.05	1.07	1.11	1.06	1.08	1.06	1.08	1.03	1.02	1.0	0.99
RSquare	NA	0.97	0.94	0.91	0.93	0.94	NA	0.96	0.89	0.92	0.88	0.93	0.98	0.99	0.96	0.98	0.99	0.98	0.97	0.99	0.99	0.99	0.99	1.0
Yield(%)	N/A	0.0	1.6	5.3	7.8	8.4	12.6	N/A	1.9	3.5	12.2	7.2	11.5	11.6	9.1	4.5	5.4	9.9	9.1	3.5	1.4	0.5	1.4	0.0
Dividend Growth(%)	N/A	-100.0	-61.8	-27.8	1.0	N/A	N/A	N/A	-57.3	-66.7	94.0	-24.2	-18.6	41.4	121.7	-23.1	-43.1	31.7	197.1	150.0	180.0	-50.0	N/A	N/A

Return Calculator for JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX)

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JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) Historical Return Chart

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JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/05/2008 to 05/17/2024, the worst annualized return of 3-year rolling returns for JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) is 4.84%.

From 11/05/2008 to 05/17/2024, the worst annualized return of 5-year rolling returns for JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) is 5.87%.

From 11/05/2008 to 05/17/2024, the worst annualized return of 10-year rolling returns for JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) is 9.85%.

From 11/05/2008 to 05/17/2024, the worst annualized return of 20-year rolling returns for JPMORGAN U.S. EQUITY FUND CLASS R2 (JUEZX) is NA.

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