JPMorgan US Small Company A (JTUAX)

16.99 +0.33 (+1.98%) USD  |  Aug 12 2022

JTUAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
JPMorgan US Small Company A
21.05%
40.03%
8.12%
-3.57%
20.28%
8.53%
-12.44%
21.58%
17.70%
21.94%
-9.14%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.34%
Fidelity Advisor® Stock Selector Sm Cp A
11.74%
36.40%
3.15%
-0.45%
15.04%
11.34%
-8.75%
30.03%
21.36%
24.67%
-11.25%
Nationwide Small Cap Index A
15.89%
38.28%
4.46%
-4.82%
20.82%
13.97%
-11.45%
24.84%
19.59%
14.04%
-9.85%
MainStay WMC Small Companies A
12.35%
37.37%
6.13%
-4.12%
15.73%
15.33%
-16.56%
17.33%
9.80%
16.54%
-8.34%
ClearBridge Small Cap A
19.13%
36.14%
7.89%
-4.36%
27.39%
11.86%
-9.12%
30.62%
3.24%
18.91%
-8.19%
As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
JPMorgan US Small Company A
15.11%
12.67%
-1.74%
-4.42%
13.86%
9.08%
11.07%
8.13%
9.47%
8.37%
S&P 500 Total Return
12.23%
9.38%
-2.35%
-2.61%
15.98%
13.90%
13.98%
9.68%
10.25%
10.20%
Fidelity Advisor® Stock Selector Sm Cp A
15.60%
13.64%
-2.99%
-5.62%
14.38%
12.26%
11.50%
7.18%
9.10%
8.47%
Nationwide Small Cap Index A
16.65%
16.17%
-0.25%
-9.58%
11.30%
8.78%
10.61%
7.38%
9.44%
7.05%
MainStay WMC Small Companies A
15.17%
12.75%
-2.29%
-4.45%
9.01%
5.41%
8.59%
6.18%
8.41%
9.03%
ClearBridge Small Cap A
14.84%
9.34%
-2.81%
-6.36%
9.23%
7.70%
11.28%
5.91%
8.91%
10.28%
As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022