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JUEAX: JPMORGAN U.S. EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 22.46 0.06(0.27%) May 01
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (56%) |
Start Date: | 09/19/2001 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 1.73% |
Expenses | 0.54% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/19/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | 6.2 | 23.5 | 7.2 | 14.3 | 12.6 | 14.6 | 10.5 | 9.8 | 26.7 | -19.4 | 28.4 | 26.1 | 31.7 | -6.2 | 21.1 | 10.5 | 0.3 | 13.3 | 35.6 | 16.9 | -1.8 | 14.0 | 32.8 | -34.7 | 9.9 | 16.8 | 2.1 | 10.5 | 32.3 | -26.9 | 16.9 |
Sharpe Ratio | NA | 1.85 | 2.06 | 0.32 | 0.59 | 0.63 | NA | NA | 0.44 | 1.7 | -0.86 | 1.99 | 0.72 | 2.28 | -0.42 | 2.82 | 0.69 | 0.02 | 1.07 | 2.98 | 1.21 | -0.08 | 0.75 | 1.2 | -0.86 | 0.43 | 1.34 | -0.01 | 0.84 | 1.85 | -1.03 | 3.58 |
Draw Down(%) | NA | 5.4 | 9.5 | 24.9 | 33.4 | 33.4 | NA | NA | 52.2 | 9.5 | 24.7 | 5.7 | 33.4 | 6.9 | 21.1 | 2.6 | 13.2 | 12.8 | 8.6 | 5.7 | 11.2 | 20.3 | 16.0 | 25.5 | 46.4 | 8.9 | 7.5 | 7.3 | 8.4 | 14.1 | 37.4 | 4.8 |
Standard Deviation(%) | NA | 12.0 | 12.0 | 17.7 | 22.0 | 18.5 | NA | NA | 19.9 | 13.4 | 24.3 | 14.2 | 35.7 | 13.3 | 18.0 | 7.3 | 14.9 | 16.5 | 12.4 | 11.9 | 14.0 | 24.4 | 18.6 | 27.3 | 41.3 | 16.0 | 10.2 | 10.2 | 11.4 | 17.1 | 27.1 | 20.2 |
Treynor Ratio | NA | 0.22 | 0.25 | 0.06 | 0.13 | 0.12 | NA | NA | 0.09 | 0.23 | -0.22 | 0.28 | 0.26 | 0.29 | -0.07 | 0.19 | 0.09 | 0.0 | 0.12 | 0.34 | 0.16 | -0.02 | 0.14 | 0.33 | -0.35 | 0.07 | 0.14 | 0.0 | 0.09 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | 0.02 | 0.01 | 0.01 | -0.01 | 0.01 | NA | NA | NA |
Beta | NA | 1.01 | 1.0 | 0.96 | 0.98 | 1.01 | NA | NA | 1.01 | 1.0 | 0.94 | 1.0 | 1.0 | 1.05 | 1.05 | 1.07 | 1.11 | 1.06 | 1.07 | 1.05 | 1.08 | 1.03 | 1.02 | 1.0 | 1.01 | 1.01 | 0.98 | 0.98 | 1.01 | NA | NA | NA |
RSquared | NA | 0.97 | 0.97 | 0.92 | 0.93 | 0.95 | NA | NA | 0.84 | 0.97 | 0.92 | 0.88 | 0.93 | 0.98 | 0.99 | 0.96 | 0.98 | 0.99 | 0.98 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.97 | 0.98 | 0.9 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 1.8 | 5.4 | 7.9 | 8.7 | 13.6 | 8.8 | N/A | 2.1 | 3.6 | 12.3 | 7.4 | 11.5 | 11.7 | 9.3 | 4.9 | 5.6 | 10.1 | 9.4 | 3.6 | 1.6 | 0.7 | 1.7 | 1.1 | 14.6 | 13.3 | 2.3 | 0.7 | 0.6 | 0.3 | 0.3 |
Dividend Growth(%) | N/A | -97.2 | -58.0 | -26.3 | 0.6 | 129.7 | N/A | N/A | N/A | -55.0 | -65.2 | 91.7 | -22.6 | -18.8 | 39.4 | 107.6 | -18.5 | -42.6 | 30.6 | 200.0 | 111.8 | 183.3 | -50.0 | 0.0 | -92.7 | 10.7 | 496.0 | 257.1 | 40.0 | 66.7 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2001
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