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 | -1.23 | -1.72 | 3.4 | 5.04 | 2.15 | 3.34 | -5.03 | 4.92 | 4.22 | 0 |
| 1996 | 0.25 | 1.23 | 1.86 | 3.58 | 2.61 | -1.85 | -3.27 | 7.48 | 1.98 | 0.36 | 7.73 | 1.79 | 25.8 |
| 1997 | 1.67 | -1.43 | -3.25 | 1.05 | 10.72 | 6.21 | 7.23 | 1.65 | 7.98 | -4.32 | -1.77 | 2.53 | 30.7 |
| 1998 | -0.06 | 7.9 | 4.06 | 1.92 | -5.28 | -2.52 | -5.5 | -22.72 | 3.97 | 4.13 | 9.12 | 5.24 | -4.1 |
| 1999 | -4.13 | -8.33 | -3.89 | 6.98 | 0.67 | 5.08 | -0.77 | -5.93 | -1.5 | -1.22 | 0.08 | 1.47 | -11.9 |
| 2000 | -5.4 | -1.85 | 8.09 | 3.5 | 1.76 | -0.34 | 4.08 | 5.17 | -0.37 | 2.14 | -0.59 | 11.38 | 29.9 |
| 2001 | 6.78 | -0.78 | -2.99 | 7.66 | 2.75 | 2.63 | 1.49 | 0.74 | -12.59 | 3.93 | 8.79 | 7.33 | 26.5 |
| 2002 | 2.97 | 0.73 | 7.62 | 2.17 | -2.69 | -3.71 | -12.46 | -1.33 | -9.21 | 2.49 | 9.05 | -4.71 | -10.8 |
| 2003 | -3.43 | -3.62 | -0.01 | 8.87 | 7.61 | 1.76 | 6.09 | 5.07 | -2.49 | 8.41 | 3.14 | 3.36 | 39.4 |
| 2004 | 3.25 | 1.47 | 0.13 | -2.11 | 0.68 | 4.38 | -3.62 | 0.08 | 2.83 | 0.73 | 8.01 | 2.54 | 19.4 |
| 2005 | -2.26 | 2.23 | -1.01 | -5.45 | 5.47 | 3.03 | 5.87 | -1.77 | -0.08 | -2.9 | 4.15 | 0 | 6.8 |
| 2006 | 7.32 | -0.04 | 4.43 | 0.28 | -3.7 | 0.47 | -1.83 | 1.74 | 1.2 | 4.8 | 3.16 | 0.27 | 19.1 |
| 2007 | 1.64 | -0.74 | 1.5 | 2.18 | 4.22 | -2.09 | -7.74 | 1.2 | 0.6 | 1.01 | -7.12 | -1.3 | -7.2 |
| 2008 | -3.24 | -2.5 | 0.17 | 4.92 | 4.28 | -9.16 | 4.03 | 4.14 | -7.35 | -20.78 | -10.93 | 5.46 | -29.9 |
| 2009 | -12.79 | -13.1 | 8.03 | 17.56 | 0.68 | 1.03 | 11.39 | 4.14 | 4.79 | -5.59 | 3.43 | 7.51 | 24.9 |
| 2010 | -2.7 | 4.6 | 8.46 | 7.71 | -8.27 | -8.15 | 7.06 | -8.01 | 10.8 | 3.45 | 2.4 | 8.63 | 25.8 |
| 2011 | -0.42 | 5.39 | 1.29 | 2.93 | -1.88 | -2.19 | -3.73 | -9.7 | -10.54 | 15.86 | 0.11 | 1.46 | -3.9 |
| 2012 | 6.65 | 2.13 | 3.39 | -1.38 | -6.3 | 4.89 | -0.56 | 3.54 | 2.95 | -0.53 | 0.78 | 3.92 | 20.5 |
| 2013 | 6.09 | 1.14 | 4.92 | 1.58 | 2.9 | -1.15 | 7.2 | -4.73 | 6.04 | 3.79 | 3.26 | 1.08 | 36.5 |
| 2014 | -4.02 | 4.41 | 0.67 | -2.69 | 0.47 | 5.08 | -5.73 | 4.34 | -7.16 | 6.13 | 0.14 | 3.62 | 4.2 |
| 2015 | -3.61 | 4.45 | 1.94 | -2.45 | 0.07 | 0.47 | -3.21 | -4.98 | -2.93 | 5.69 | 3.49 | -6.07 | -7.7 |
| 2016 | -5.68 | 0.65 | 8.61 | 1.19 | 1.72 | 0.25 | 5.35 | 1.72 | 0.66 | -4.11 | 13.81 | 3.92 | 30.2 |
| 2017 | -1.87 | 0.74 | -1.15 | 0.71 | -4.18 | 3.42 | 1.01 | -2.96 | 6.06 | 0.59 | 2.46 | -1.27 | 3.2 |
| 2018 | 1.54 | -4.28 | 0.61 | 1.84 | 5.91 | 0.14 | 1.09 | 1.99 | -3.12 | -8.83 | 1.57 | -11.92 | -14 |
| 2019 | 10.84 | 4.02 | -3.22 | 3.06 | -9.08 | 5.81 | 0.83 | -5.09 | 4.13 | 2.22 | 2.37 | -3.07 | 11.8 |
| 2020 | -6.1 | -7.24 | -24.96 | 13.46 | 2.59 | 2.15 | 2.36 | 6.68 | -7.19 | 4.4 | 18.39 | 7.96 | 5.2 |
| 2021 | -11.17 | 30.43 | 5.58 | 2.73 | 3.05 | -0.83 | -3.13 | 2.57 | -2.01 | 4.22 | -3.34 | -9.98 | 13.3 |
| 2022 | -5.35 | 1.28 | 1.27 | -7.33 | 1.82 | -10.31 | 9.98 | -2.65 | -9.47 | 11.86 | 3.61 | -14.11 | -20.7 |
| 2023 | 9.39 | -1.82 | -7.74 | -1.59 | -1.95 | 7.01 | 7.04 | -4.84 | -6.11 | -5.88 | 9.48 | 10.22 | 11.1 |
| 2024 | -2.35 | 3.81 | 4.08 | -5.01 | 2.2 |