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JEMAX: JPMORGAN EMERGING MARKETS CORPORATE DEBT FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/09/2008 |
Last Dividend Date: | 02/25/2015 |
12-Mo. Yield | 3.22% |
Expenses | 1.08% |
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Performance Analytics (As of 03/30/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/09/2008 |
2015 | 2014 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 9.9 | -2.7 | -2.4 | -1.3 | 1.0 | 8.8 | -2.8 | -27.0 | 19.1 | 100.7 | -51.1 |
Sharpe Ratio | NA | 0.71 | -0.18 | -0.11 | -0.05 | 1.46 | 0.17 | -0.36 | -1.04 | 0.87 | 3.05 | -1.21 |
Draw Down(%) | NA | 3.9 | 16.9 | 34.4 | 64.8 | 1.2 | 3.9 | 20.3 | 34.4 | 17.6 | 25.9 | 64.8 |
Standard Deviation(%) | NA | 13.8 | 14.7 | 21.8 | 31.1 | 3.0 | 19.9 | 18.3 | 26.0 | 21.9 | 33.0 | 52.1 |
Treynor Ratio | NA | 0.31 | -0.08 | -0.04 | -0.02 | 1.06 | 0.09 | -0.06 | -0.27 | 0.19 | 1.0 | -0.69 |
Alpha | NA | 0.02 | -0.06 | -0.05 | -0.03 | 0.02 | 0.03 | -0.01 | -0.04 | 0.0 | 0.05 | -0.06 |
Beta | NA | 0.32 | 0.35 | 0.67 | 0.85 | 0.04 | 0.37 | 1.04 | 0.99 | 1.0 | 1.0 | 0.92 |
RSquared | NA | 0.88 | 0.75 | 0.75 | 0.9 | 0.04 | 0.93 | 0.97 | 0.98 | 0.94 | 0.97 | 0.98 |
Yield(%) | N/A | N/A | 1.0 | 3.5 | N/A | 0.5 | 2.8 | 0.0 | 12.3 | 0.7 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -83.6 | N/A | N/A | -83.3 | N/A | -100.0 | 1890.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/09/2008
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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