JPMorgan U.S. Small Company Fund (JUSSX)

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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.

JPMorgan U.S. Small Company Fund (JUSSX) has returned -2.55% so far this year and 19.92% over the past 12 months. Over the last ten years, JUSSX has returned 9.78% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 19, 1993, JUSSX's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, your investment would double in approximately 6.7 years.

Historically, 61% of months were positive and 39% were negative. The best month was Feb 2000 with a return of +19.7%, while the worst month was Mar 2020 at -21.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, JUSSX closed higher 53% of trading days. The best single day was Aug 15, 1996 with a return of +13.1%, while the worst single day was Mar 16, 2020 at -13.2%.

JPMorgan U.S. Small Company Fund has an annualized alpha of 0.64%, beta of 1.04, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since July 20, 1993.

• This fund captured 114.39% of S&P 500 Index gains and 112.40% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.04 and R² of 0.72, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

JUSSX has an expense ratio of 0.81%, placing it in the medium range.

JUSSX ranks 41 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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

JPMorgan U.S. Small Company Fund provided a 8.39% dividend yield over the last twelve months, with an annual payout of $1.50 per share.

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.

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. 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 60.45%, occurring on Mar 9, 2009. Recovery took 485 trading sessions.

The current JPMorgan U.S. Small Company Fund drawdown is 11.02%.

The chart below shows the rolling one-month volatility.