JPMorgan International Focus Fund (IUESX)
The fund primarily invests in the equity securities of foreign companies, including those in emerging markets, and is generally not limited by any particular capitalization, style or sector, and may invest in any foreign country. While the fund is generally not limited within its equity universe, the manager currently intends to focus on investing in mid to large capitalization companies in a diversified group of sectors and foreign countries. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities.
Fund Info
US48121L1632
48121L163
Nov 30, 2011
$1,000,000
Expense Ratio
IUESX has an expense ratio of 0.75%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
JPMorgan International Focus Fund (IUESX) returned 13.60% year-to-date (YTD) and 10.14% over the past 12 months. Over the past 10 years, IUESX returned 5.68% annually, underperforming the S&P 500 benchmark at 10.85%.
IUESX
13.60%
3.81%
10.95%
10.14%
9.50%
9.11%
5.68%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of IUESX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.64% | 2.84% | 0.23% | 2.45% | 3.81% | 13.60% | |||||||
| 2024 | -2.32% | 3.95% | 3.44% | -2.20% | 3.76% | -0.04% | 1.53% | 1.47% | 0.78% | -5.33% | 0.27% | -2.34% | 2.55% |
| 2023 | 8.34% | -3.91% | 3.85% | 2.33% | -3.24% | 4.31% | 1.25% | -4.45% | -3.02% | -1.82% | 8.47% | 4.83% | 16.94% |
| 2022 | -5.05% | -4.66% | -0.08% | -7.37% | 0.87% | -8.92% | 4.71% | -5.50% | -8.31% | 4.19% | 14.39% | -2.12% | -18.53% |
| 2021 | 0.04% | 1.84% | 0.38% | 3.19% | 2.55% | -1.70% | 0.90% | 1.36% | -5.86% | 4.76% | -4.04% | 3.73% | 6.79% |
| 2020 | -2.98% | -5.73% | -14.03% | 7.63% | 4.29% | 5.21% | 6.32% | 3.86% | -1.54% | -2.91% | 11.30% | 5.54% | 15.15% |
| 2019 | 6.85% | 3.39% | 2.72% | 3.89% | -4.80% | 6.91% | -1.46% | -1.53% | 1.22% | 2.98% | 1.68% | 5.05% | 29.61% |
| 2018 | 7.40% | -6.50% | -2.07% | 0.52% | -1.92% | -2.34% | 1.81% | -2.93% | -1.04% | -7.69% | 2.22% | -4.38% | -16.45% |
| 2017 | 5.07% | -0.17% | 3.93% | 2.97% | 3.73% | -0.15% | 4.36% | -0.24% | 2.00% | 2.20% | -0.05% | 1.87% | 28.46% |
| 2016 | -6.43% | -2.29% | 6.97% | 1.48% | -0.00% | -2.28% | 4.78% | 1.25% | 1.97% | -3.64% | -1.60% | 1.18% | 0.65% |
| 2015 | 1.24% | 5.67% | -1.00% | 5.14% | 0.85% | -2.27% | -0.16% | -7.62% | -3.98% | 7.86% | -0.68% | -1.88% | 2.19% |
| 2014 | -5.72% | 5.47% | -1.56% | 0.53% | 2.10% | 1.18% | -1.98% | 0.10% | -4.50% | 1.08% | 1.45% | -3.00% | -5.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IUESX is 44, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan International Focus Fund (IUESX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
JPMorgan International Focus Fund provided a 2.73% dividend yield over the last twelve months, with an annual payout of $0.76 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.76 | $0.76 | $0.49 | $0.78 | $0.48 | $0.25 | $0.05 | $0.41 | $0.17 | $0.40 | $0.00 | $1.49 |
Dividend yield | 2.73% | 3.10% | 1.98% | 3.64% | 1.77% | 0.96% | 0.21% | 2.32% | 0.78% | 2.37% | 0.00% | 8.79% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan International Focus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.76 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.78 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $1.49 | $1.49 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan International Focus Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan International Focus Fund was 33.58%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current JPMorgan International Focus Fund drawdown is 0.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.58% | Jan 21, 2020 | 44 | Mar 23, 2020 | 99 | Aug 12, 2020 | 143 |
| -33.14% | Sep 8, 2021 | 279 | Oct 14, 2022 | 431 | Jul 5, 2024 | 710 |
| -25.95% | Jan 29, 2018 | 229 | Dec 24, 2018 | 257 | Jan 2, 2020 | 486 |
| -23.55% | May 22, 2015 | 183 | Feb 11, 2016 | 302 | Apr 25, 2017 | 485 |
| -13.87% | Jul 7, 2014 | 73 | Oct 16, 2014 | 118 | Apr 8, 2015 | 191 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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