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JFESX: JPMorgan Intrepid European Sel (MUTUAL FUND)
Basic Info 32.35 0.09(0.28%) June 11
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 09/19/2001 |
| Last Dividend Date: | 12/18/2020 |
| 12-Mo. Yield | 1.18% |
| Expenses | 1.25% |
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Performance Analytics (As of 06/04/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 18.8 | 53.5 | 8.6 | 10.6 | 7.2 | 5.5 | 8.8 | 8.7 | 21.8 | -18.5 | 22.6 | -3.7 | 1.6 | -7.0 | 36.3 | 26.4 | -14.8 | 9.7 | 28.9 | -47.6 | 14.4 | 39.3 | 18.7 | 17.9 | 45.0 | -8.2 | 13.3 |
| SR | NA | 3.3 | 2.62 | 0.36 | 0.43 | 0.33 | NA | 0.36 | 0.25 | 1.77 | -1.27 | 2.18 | -0.18 | 0.1 | -0.47 | 2.46 | 1.33 | -0.49 | 0.36 | 0.88 | -1.11 | 0.56 | 2.42 | 1.54 | 1.19 | 3.53 | -0.55 | 2.75 |
| DD(%) | NA | 4.6 | 10.2 | 40.1 | 44.3 | 44.3 | NA | 63.6 | 40.1 | 9.3 | 27.2 | 3.2 | 15.3 | 12.5 | 17.2 | 8.6 | 18.3 | 29.6 | 23.3 | 27.6 | 56.9 | 15.6 | 16.0 | 8.0 | 15.8 | 11.8 | 19.4 | 6.5 |
| SD(%) | NA | 15.4 | 17.8 | 22.7 | 20.3 | 20.2 | NA | 21.9 | 34.2 | 11.5 | 15.5 | 10.1 | 21.1 | 17.0 | 15.0 | 14.7 | 19.9 | 30.5 | 26.8 | 32.5 | 43.7 | 20.2 | 15.0 | 10.7 | 14.2 | 12.5 | 16.9 | 19.5 |
| TR | NA | 0.55 | 0.49 | 0.08 | 0.09 | 0.07 | NA | 0.09 | 0.08 | 0.21 | -0.19 | 0.2 | -0.04 | 0.02 | -0.07 | 0.36 | 0.27 | -0.16 | 0.09 | 0.3 | -0.51 | 0.11 | 0.37 | 0.19 | 0.19 | 0.75 | -0.21 | 0.84 |
| Alpha(%) | NA | 0.04 | 0.03 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | 0.0 | 0.03 | 0.02 | -0.02 | 0.02 | 0.0 | -0.03 | 0.0 | 0.02 | 0.04 | 0.0 | 0.07 | 0.0 | 0.07 |
| Beta(%) | NA | 0.92 | 0.95 | 1.01 | 1.02 | 0.99 | NA | 0.92 | 1.01 | 0.98 | 1.06 | 1.09 | 1.01 | 0.96 | 1.07 | 1.02 | 0.98 | 0.95 | 1.03 | 0.96 | 0.94 | 1.05 | 0.98 | 0.87 | 0.87 | 0.59 | 0.44 | 0.64 |
| RS | NA | 0.64 | 0.85 | 0.95 | 0.95 | 0.94 | NA | 0.89 | 0.97 | 0.96 | 0.93 | 0.89 | 0.97 | 0.92 | 0.86 | 0.9 | 0.93 | 0.97 | 0.95 | 0.95 | 0.94 | 0.96 | 0.87 | 0.73 | 0.67 | 0.7 | 0.51 | 0.62 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2001
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See EUROPE STOCK Asset Class Trend Rankings |
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* Day change on 06/11/2021.Latest Articles Related to JFESX
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