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JUEPX · Jpmorgan U.s. Equity Fund R3
Over the last 10 years (2016-10 to 2026-10), $10,000 invested in JUEPX with dividends reinvested grew to $28,468, 10.93% a year, with a worst peak-to-trough fall of -24.98%. Past performance doesn't predict future results.
Growth of $10,000 · 2016-10 to 2026-10 · dividends reinvested
How JUEPX held up in past market crashes
JUEPX has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 33.4% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 4 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.
| Crash | JUEPX deepest fall | S&P 500 (SPY) | Peak to bottom | Back to peak |
|---|---|---|---|---|
| 2018 fourth-quarter selloff | -30.2% | -20.2% | Oct 2018 to Dec 2018 | 20 months |
| 2020 COVID crash | -33.4% | -34.1% | Feb 2020 to Mar 2020 | 4 months |
| 2022 bear market | -25.0% | -25.4% | Jan 2022 to Oct 2022 | 16 months |
Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.
About JUEPX
The JPMorgan U.S. Equity Fund R3 is an actively managed mutual fund focused on delivering a high total return through a diversified portfolio of U.S. equity securities. Emphasizing large-cap stocks, the fund invests at least 80% of its assets in domestic companies, with a strong orientation toward both growth and value strategies. Its holdings are concentrated in prominent technology and consumer companies, featuring significant allocations to Microsoft, Apple, NVIDIA, Amazon.com, and Meta Platforms, among others. The portfolio is composed almost entirely of stocks, with minimal exposure to cash and no investments in bonds or other asset classes. Designed to capture broad U.S. market performance, the fund leverages rigorous research and active selection to position itself across various sectors, including technology, financials, and energy. As part of J.P. Morgan Asset Management’s fund lineup, it plays a notable role for investors seeking diversified exposure to leading U.S. equities within a single, professionally managed vehicle.
Put JUEPX to the test
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Backtest JUEPX →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would JUEPX survive 2008? →
What actually happened to it in the crisis: real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare JUEPX vs VTI →
Head-to-head against the total US market.
Replay $100/mo into JUEPX →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
Educational use only, not investment advice. Results are hypothetical.Read full disclaimer
This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.