JPMorgan Small Cap Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1995 | 0 | 2.59 | 3.01 | -1.18 | -1.81 | 3.5 | 4.97 | 2.15 | 3.25 | -5.01 | 4.83 | 4.17 | 0 |
| 1996 | 0.16 | 1.23 | 1.86 | 3.57 | 2.53 | -1.94 | -3.35 | 7.57 | 1.39 | 0.29 | 7.64 | 1.94 | 24.8 |
| 1997 | 1.61 | -1.44 | -3.28 | 1.06 | 10.66 | 6.27 | 7.17 | -0.83 | 7.88 | -4.31 | -1.85 | -5.59 | 17 |
| 1998 | -0.06 | 7.8 | 4.05 | 1.95 | -5.35 | -3.75 | -5.51 | -22.7 | 3.94 | 4.18 | 9.02 | 5.24 | -5.5 |
| 1999 | -4.12 | -8.38 | -3.95 | 7 | 0.68 | 5.01 | -0.57 | -5.94 | -1.6 | -1.16 | 0 | 1.49 | -11.9 |
| 2000 | -5.4 | -2.04 | 8.08 | 3.4 | 1.79 | -0.42 | 4.07 | 5.19 | -0.44 | 2.18 | -0.6 | 11.38 | 29.5 |
| 2001 | 6.71 | -0.79 | -2.98 | 7.67 | 2.68 | 2.62 | 1.46 | 0.7 | -12.67 | 3.94 | 8.77 | 7.35 | 26.2 |
| 2002 | 2.92 | 0.75 | 7.56 | 2.16 | -2.7 | -3.75 | -12.49 | -1.3 | -9.27 | 2.48 | 9.03 | -4.75 | -11 |
| 2003 | -3.44 | -3.62 | -0.07 | 8.91 | 7.58 | 1.74 | 6.04 | 5.02 | -2.5 | 8.37 | 3.16 | 3.32 | 39 |
| 2004 | 3.27 | 1.41 | 0.11 | -2.15 | 0.69 | 4.37 | -3.65 | 0.04 | 2.85 | 0.74 | 8.01 | 2.49 | 19.2 |
| 2005 | -2.27 | 2.24 | -1.09 | -5.41 | 5.42 | 3 | 5.84 | -1.78 | -0.1 | -2.93 | 4.13 | -0.02 | 6.5 |
| 2006 | 7.3 | -0.04 | 4.37 | 0.28 | -3.72 | 0.46 | -1.84 | 1.66 | 1.22 | 4.77 | 3.13 | 0.26 | 18.8 |
| 2007 | 1.6 | -0.77 | 1.49 | 2.16 | 4.19 | -2.1 | -7.78 | 1.19 | 0.57 | 1 | -7.13 | -1.35 | -7.4 |
| 2008 | -3.26 | -2.48 | 0.12 | 4.94 | 4.22 | -9.2 | 4.01 | 4.13 | -7.36 | -20.81 | -10.9 | 5.34 | -30.1 |
| 2009 | -12.82 | -13.08 | 8.07 | 17.57 | 0.62 | 1.01 | 11.34 | 4.08 | 4.8 | -5.61 | 3.43 | 7.46 | 24.7 |
| 2010 | -2.68 | 4.51 | 8.44 | 7.73 | -8.28 | -8.18 | 7.02 | -8.04 | 10.73 | 3.48 | 2.44 | 8.53 | 25.5 |
| 2011 | -0.39 | 5.35 | 1.24 | 2.91 | -1.87 | -2.19 | -3.79 | -9.74 | -10.52 | 15.82 | 0.12 | 1.4 | -4.1 |
| 2012 | 6.66 | 2.06 | 3.42 | -1.39 | -6.37 | 4.94 | -0.64 | 3.54 | 2.93 | -0.55 | 0.76 | 3.85 | 20.2 |
| 2013 | 6.12 | 1.1 | 4.9 | 1.56 | 2.9 | -1.17 | 7.15 | -4.75 | 6.02 | 3.77 | 3.22 | 1.08 | 36.2 |
| 2014 | -4.03 | 4.39 | 0.63 | -2.71 | 0.45 | 5.05 | -5.75 | 4.32 | -7.19 | 6.11 | 0.11 | 3.6 | 3.9 |
| 2015 | -3.61 | 4.45 | 1.91 | -2.46 | 0.08 | 0.4 | -3.23 | -5 | -2.94 | 5.69 | 3.47 | -6.11 | -7.9 |
| 2016 | -5.69 | 0.64 | 8.58 | 1.17 | 1.74 | 0.19 | 5.32 | 1.73 | 0.63 | -4.15 | 13.77 | 3.94 | 29.9 |
| 2017 | -1.94 | 0.75 | -1.18 | 0.68 | -4.21 | 3.44 | 0.96 | -2.99 | 6.05 | 0.59 | 2.43 | -1.28 | 2.9 |
| 2018 | 1.52 | -4.29 | 0.57 | 1.81 | 5.88 | 0.12 | 1.05 | 1.98 | -3.15 | -8.84 | 1.52 | -11.91 | -14.2 |
| 2019 | 10.8 | 4.01 | -3.21 | 3.06 | -9.07 | 5.82 | 0.76 | -5.12 | 4.16 | 2.25 | 2.33 | -3.41 | 11.3 |
| 2020 | -6.18 | -7.21 | -25 | 13.38 | 2.67 | 2.15 | 2.33 | 6.66 | -7.08 | 4.41 | 18.48 | -8.78 | 5 |
| 2021 | 3.76 | 11.64 | 24.74 | 2.68 | 3.06 | -0.87 | -3.15 | 2.54 | -1.98 | 4.2 | -3.35 | -11.1 | 11.8 |
| 2022 | -5.37 | 1.25 | 1.23 | -7.34 | 1.79 | -10.29 | 9.99 | -2.7 | -9.45 | 11.84 | 3.58 | -14.76 | -21.5 |
| 2023 | 9.39 | -1.83 | -7.72 | -1.61 | -2.01 | 7.06 | 7 | -4.83 | -6.13 | -5.92 | 9.42 | 10.19 | 10.9 |
| 2024 | -2.34 | 3.79 | 4.14 | -3.58 | 1.6 |