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JFEIX: JPMorgan Intrepid European Inst (MUTUAL FUND)
Basic Info 28.01 0.42(1.48%) March 24
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 09/19/2001 |
| Last Dividend Date: | 12/20/2022 |
| 12-Mo. Yield | 1.16% |
| Expenses | 1.00% |
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Performance Analytics (As of 03/24/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.4 | 4.6 | 0.8 | 19.5 | 3.4 | 5.3 | 3.4 | 7.6 | -14.1 | 15.3 | 8.9 | 21.9 | -18.4 | 22.8 | -3.5 | 1.8 | -6.8 | 36.6 | 26.7 | -14.6 | 9.9 | 29.2 | -47.5 | 14.6 | 39.5 | 19.0 | 18.0 | 45.7 | -7.8 | 13.5 |
| SR | NA | 0.84 | -0.09 | 0.89 | 0.1 | 0.24 | NA | 0.31 | -0.64 | 1.01 | 0.25 | 1.77 | -1.27 | 2.19 | -0.17 | 0.1 | -0.45 | 2.48 | 1.35 | -0.48 | 0.37 | 0.89 | -1.1 | 0.58 | 2.44 | 1.56 | 1.2 | 3.58 | -0.53 | 2.78 |
| DD(%) | NA | 7.6 | 23.2 | 30.6 | 40.6 | 44.2 | NA | 63.5 | 30.4 | 8.0 | 40.1 | 9.3 | 27.1 | 3.2 | 15.2 | 12.5 | 17.1 | 8.6 | 18.2 | 29.5 | 23.3 | 27.5 | 56.8 | 15.6 | 16.0 | 8.0 | 15.7 | 11.7 | 19.2 | 6.5 |
| SD(%) | NA | 19.3 | 22.0 | 20.9 | 21.8 | 19.2 | NA | 21.9 | 24.3 | 15.2 | 34.2 | 11.6 | 15.5 | 10.2 | 21.1 | 17.0 | 15.1 | 14.7 | 19.9 | 30.5 | 26.8 | 32.6 | 43.9 | 20.2 | 15.0 | 10.8 | 14.2 | 12.5 | 16.9 | 19.5 |
| TR | NA | 0.15 | -0.02 | 0.2 | 0.02 | 0.05 | NA | 0.07 | -0.17 | 0.15 | 0.08 | 0.21 | -0.19 | 0.2 | -0.04 | 0.02 | -0.06 | 0.36 | 0.27 | -0.15 | 0.1 | 0.3 | -0.51 | 0.11 | 0.37 | 0.19 | 0.2 | 0.76 | -0.2 | 0.86 |
| Alpha(%) | NA | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | 0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.02 | 0.0 | 0.04 | 0.02 | -0.02 | 0.02 | 0.0 | -0.03 | 0.0 | 0.02 | 0.04 | 0.0 | 0.07 | 0.0 | 0.08 |
| Beta(%) | NA | 1.05 | 0.93 | 0.94 | 0.98 | 1.0 | NA | 0.92 | 0.91 | 1.02 | 1.01 | 0.98 | 1.06 | 1.09 | 1.01 | 0.96 | 1.08 | 1.02 | 0.98 | 0.95 | 1.03 | 0.96 | 0.94 | 1.05 | 0.98 | 0.87 | 0.87 | 0.6 | 0.44 | 0.63 |
| RS | NA | 0.94 | 0.96 | 0.9 | 0.93 | 0.93 | NA | 0.88 | 0.88 | 0.82 | 0.97 | 0.96 | 0.93 | 0.89 | 0.97 | 0.92 | 0.86 | 0.9 | 0.93 | 0.97 | 0.95 | 0.95 | 0.93 | 0.96 | 0.88 | 0.73 | 0.66 | 0.7 | 0.51 | 0.61 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2001
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