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JHEQX: JPMORGAN HEDGED EQUITY FUND SELECT CLASS (MUTUAL FUND)
Basic Info 33.39 0.14(0.42%) July 03
| Asset Class: | US Large Cap |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/02/2014 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 0.60% |
| Expenses | 0.43% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/02/2014 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 1.0 | 7.0 | 12.0 | 9.7 | 8.4 | 8.2 | 18.2 | 16.1 | -8.0 | 13.4 | 14.1 | 13.3 | -0.7 | 12.7 | 9.6 | -1.4 | 5.6 |
| Sharpe Ratio | NA | -0.08 | 0.31 | 0.89 | 0.86 | 0.72 | 0.73 | 1.39 | 1.5 | -0.9 | 2.19 | 0.82 | 1.76 | -0.22 | 3.06 | 1.09 | -0.17 | 1.43 |
| Draw Down(%) | NA | 13.1 | 13.1 | 13.1 | 14.3 | 18.9 | 18.9 | 4.8 | 7.0 | 14.3 | 2.8 | 18.9 | 4.1 | 7.1 | 1.4 | 6.5 | 8.3 | 4.5 |
| Standard Deviation(%) | NA | 13.8 | 11.9 | 9.7 | 8.9 | 9.6 | 9.4 | 8.4 | 7.9 | 10.5 | 6.1 | 16.9 | 6.8 | 9.1 | 4.0 | 8.6 | 8.8 | 6.8 |
| Treynor Ratio | NA | -0.02 | 0.06 | 0.16 | 0.16 | 0.15 | 0.14 | 0.18 | 0.21 | -0.24 | 0.31 | 0.31 | 0.24 | -0.04 | 0.23 | 0.15 | -0.03 | 0.18 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 |
| Beta | NA | 0.56 | 0.59 | 0.53 | 0.47 | 0.48 | 0.48 | 0.64 | 0.56 | 0.4 | 0.43 | 0.44 | 0.5 | 0.48 | 0.53 | 0.62 | 0.52 | 0.55 |
| RSquared | NA | 0.96 | 0.96 | 0.89 | 0.86 | 0.84 | 0.84 | 0.93 | 0.87 | 0.85 | 0.85 | 0.82 | 0.86 | 0.84 | 0.8 | 0.9 | 0.85 | 0.87 |
| Yield(%) | N/A | 0.1 | 0.6 | 1.0 | 1.1 | 1.4 | N/A | 0.9 | 1.1 | 0.9 | 0.8 | 1.2 | 1.2 | 1.1 | 1.1 | 1.5 | 1.2 | 0.8 |
| Dividend Growth(%) | N/A | -80.0 | -28.8 | 7.6 | 6.2 | N/A | N/A | -10.5 | 13.8 | 25.7 | -27.7 | 12.8 | 9.6 | 12.1 | -17.9 | 20.0 | 61.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/02/2014
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