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JUSRX: JPMORGAN U.S. EQUITY FUND CLASS R5 (MUTUAL FUND)
Basic Info 27.8 0.8(2.80%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 05/17/2006 |
| Last Dividend Date: | 03/27/2026 |
| 12-Mo. Yield | 6.36% |
| Expenses | 0.54% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 3.2 | 17.7 | 18.2 | 8.8 | 12.8 | 12.7 | 9.1 | 9.2 | 14.6 | 24.1 | 27.3 | -21.8 | 16.8 | 19.4 | 32.2 | -5.8 | 21.6 | 10.9 | 0.7 | 13.8 | 36.1 | 17.4 | -1.5 | 14.4 | 30.6 | -35.8 | -4.8 | 0.4 |
| Sharpe Ratio | NA | 0.9 | 1.56 | 1.09 | 0.38 | 0.61 | NA | NA | 0.39 | 0.62 | 1.56 | 1.78 | -0.95 | 0.95 | 0.54 | 2.3 | -0.4 | 2.86 | 0.72 | 0.04 | 1.1 | 3.02 | 1.25 | -0.06 | 0.77 | 1.12 | -0.89 | -0.36 | -0.17 |
| Draw Down(%) | NA | 11.9 | 12.0 | 19.6 | 30.6 | 33.4 | NA | NA | 59.0 | 19.1 | 8.2 | 9.4 | 24.5 | 12.5 | 33.4 | 6.9 | 21.0 | 2.7 | 13.1 | 12.7 | 8.6 | 5.7 | 11.2 | 20.2 | 15.9 | 25.4 | 46.9 | 18.5 | 11.0 |
| Standard Deviation(%) | NA | 14.3 | 12.3 | 15.3 | 17.9 | 18.9 | NA | NA | 20.7 | 19.1 | 13.1 | 13.4 | 24.5 | 17.7 | 35.1 | 13.3 | 18.0 | 7.4 | 14.8 | 16.5 | 12.5 | 11.9 | 14.0 | 24.4 | 18.6 | 27.3 | 41.3 | 22.1 | 16.8 |
| Treynor Ratio | NA | 0.12 | 0.19 | 0.17 | 0.07 | 0.11 | NA | NA | 0.08 | 0.12 | 0.22 | 0.24 | -0.24 | 0.15 | 0.19 | 0.29 | -0.07 | 0.2 | 0.1 | 0.01 | 0.13 | 0.34 | 0.16 | -0.01 | 0.14 | 0.31 | -0.36 | -0.07 | -0.03 |
| Alpha | NA | -0.05 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.04 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.01 | -0.04 | -0.07 |
| Beta | NA | 1.04 | 1.01 | 0.99 | 0.99 | 1.01 | NA | NA | 1.02 | 1.01 | 0.95 | 1.0 | 0.97 | 1.09 | 1.0 | 1.05 | 1.05 | 1.07 | 1.11 | 1.06 | 1.07 | 1.06 | 1.08 | 1.03 | 1.02 | 1.0 | 1.01 | 1.08 | 0.98 |
| RSquared | NA | 0.97 | 0.96 | 0.95 | 0.91 | 0.94 | NA | NA | 0.94 | 0.98 | 0.85 | 0.98 | 0.97 | 0.7 | 0.97 | 0.98 | 0.99 | 0.96 | 0.98 | 0.99 | 0.98 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.64 | 0.39 |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.3 | 7.5 | 2.6 | 0.9 | 0.8 | 1.0 | 12.0 | 11.9 | 9.7 | 5.2 | 5.9 | 10.4 | 9.7 | 4.0 | 1.9 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -98.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -0.4 | 260.4 | 119.5 | 30.7 | -3.8 | -90.2 | -17.3 | 37.5 | 102.8 | -18.1 | -41.1 | 30.6 | 179.3 | 102.0 | 135.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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