JPMorgan U.S. Research Enhanced Equity Fund (JDESX)

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The chart shows the growth of an initial investment of $10,000 in JPMorgan U.S. Research Enhanced Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

JPMorgan U.S. Research Enhanced Equity Fund (JDESX) has returned -7.65% so far this year and 13.00% over the past 12 months. Looking at the last ten years, JDESX has achieved an annualized return of 14.38%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Dec 31, 1997, JDESX's average daily return is +0.04%, while the average monthly return is +0.79%. At this rate, your investment would double in approximately 7.3 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +13.3%, while the worst month was Oct 2008 at -16.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, JDESX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +12.1%, while the worst single day was Dec 14, 2021 at -12.4%.

JPMorgan U.S. Research Enhanced Equity Fund has an annualized alpha of 1.69%, beta of 1.00, and R² of 0.93 versus S&P 500 Index. Calculated based on daily prices since January 02, 1998.

• This fund captured 106.24% of S&P 500 Index gains but only 98.57% of its losses — a favorable profile for investors.
• With beta of 1.00 and R² of 0.93, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

JDESX has an expense ratio of 0.35%, placing it in the medium range.

JDESX ranks 35 for risk / return — below 35% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for JPMorgan U.S. Research Enhanced Equity Fund (JDESX) and compare them to a chosen benchmark (S&P 500 Index).

JPMorgan U.S. Research Enhanced Equity Fund provided a 5.77% dividend yield over the last twelve months, with an annual payout of $2.56 per share.

The table displays the monthly dividend distributions for JPMorgan U.S. Research Enhanced Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the JPMorgan U.S. Research Enhanced Equity 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 U.S. Research Enhanced Equity Fund was 54.56%, occurring on Mar 9, 2009. Recovery took 760 trading sessions.

The current JPMorgan U.S. Research Enhanced Equity Fund drawdown is 9.22%.

The chart below shows the rolling one-month volatility.