JPMorgan U.S. Small Company Fund (JUSSX)
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000 Index at the time of purchase.
Fund Info
US4812A16965
4812A1696
Nov 4, 1993
$3,000,000
Small-Cap
Blend
Expense Ratio
JUSSX features an expense ratio of 0.81%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan U.S. Small Company Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JPMorgan U.S. Small Company Fund had a return of 3.33% year-to-date (YTD) and 4.05% in the last 12 months. Over the past 10 years, JPMorgan U.S. Small Company Fund had an annualized return of 1.38%, while the S&P 500 had an annualized return of 11.29%, indicating that JPMorgan U.S. Small Company Fund did not perform as well as the benchmark.
JUSSX
3.33%
0.76%
-0.54%
4.05%
0.99%
1.38%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of JUSSX, 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 | 2.72% | 3.33% | |||||||||||
| 2024 | -1.67% | 7.96% | 3.47% | -6.60% | 4.21% | -1.45% | 8.52% | -1.66% | -0.15% | -1.79% | 10.65% | -14.65% | 4.11% |
| 2023 | 8.66% | -0.66% | -4.98% | -1.47% | -1.56% | 8.31% | 5.60% | -4.27% | -5.90% | -6.91% | 8.66% | 10.50% | 14.56% |
| 2022 | -7.58% | 0.50% | 1.44% | -8.87% | 0.36% | -9.04% | 9.87% | -2.51% | -9.03% | 11.41% | 3.58% | -10.24% | -20.88% |
| 2021 | 4.47% | 7.71% | 2.44% | 1.70% | 1.17% | 0.17% | -3.06% | 2.47% | -1.66% | 4.15% | -3.09% | -18.61% | -4.66% |
| 2020 | -4.05% | -7.92% | -21.53% | 14.12% | 6.40% | 1.81% | 3.55% | 6.72% | -3.57% | 2.71% | 17.10% | 4.90% | 15.23% |
| 2019 | 10.51% | 4.63% | -3.01% | 2.50% | -9.15% | 7.06% | 0.67% | -4.31% | 3.23% | 3.31% | 3.62% | 2.56% | 22.09% |
| 2018 | 3.10% | -4.36% | 0.87% | 0.38% | 6.11% | 1.21% | 0.70% | 3.62% | -3.21% | -10.23% | 2.20% | -20.80% | -21.31% |
| 2017 | -0.55% | 1.21% | -0.71% | 1.31% | -3.29% | 3.01% | 0.33% | -0.92% | 5.07% | 1.35% | 2.35% | -6.30% | 2.41% |
| 2016 | -8.01% | -0.57% | 8.11% | 1.13% | 1.58% | -0.52% | 5.78% | 1.90% | 1.57% | -5.16% | 11.83% | 2.88% | 20.71% |
| 2015 | -2.42% | 5.46% | 1.29% | -2.67% | 2.33% | 0.82% | -1.85% | -6.13% | -4.21% | 5.84% | 4.83% | -9.48% | -7.24% |
| 2014 | -2.92% | 4.97% | -0.31% | -3.19% | 1.42% | 5.09% | -5.88% | 5.66% | -6.52% | 6.91% | 0.73% | 0.13% | 5.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JUSSX is 10, meaning it’s performing worse than 90% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan U.S. Small Company Fund (JUSSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan U.S. Small Company Fund provided a 0.46% dividend yield over the last twelve months, with an annual payout of $0.09 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.09 | $0.09 | $0.09 | $0.09 | $0.02 | $0.12 | $0.12 | $0.05 | $0.06 | $0.09 | $0.08 | $0.04 |
Dividend yield | 0.46% | 0.47% | 0.52% | 0.58% | 0.10% | 0.57% | 0.65% | 0.35% | 0.32% | 0.46% | 0.55% | 0.25% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan U.S. Small Company 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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2018 | $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 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2014 | $0.04 | $0.04 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan U.S. Small Company 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. Small Company Fund was 80.66%, occurring on Mar 9, 2009. Recovery took 2336 trading sessions.
The current JPMorgan U.S. Small Company Fund drawdown is 27.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -80.66% | Mar 13, 2000 | 2253 | Mar 9, 2009 | 2336 | Jun 19, 2018 | 4589 |
| -48.58% | Sep 4, 2018 | 387 | Mar 18, 2020 | 203 | Jan 6, 2021 | 590 |
| -45.08% | Nov 9, 2021 | 495 | Oct 27, 2023 | — | — | — |
| -39.3% | Apr 22, 1998 | 122 | Oct 8, 1998 | 313 | Dec 21, 1999 | 435 |
| -17.79% | Oct 8, 1997 | 69 | Jan 12, 1998 | 71 | Apr 21, 1998 | 140 |
Volatility
Volatility Chart
The current JPMorgan U.S. Small Company Fund volatility is 4.12%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.