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JIDSX: JPMorgan India Select (MUTUAL FUND)
Basic Info
| Asset Class: | India Equity |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/03/2007 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.75% |
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Performance Analytics (As of 01/10/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/03/2007 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -9.0 | -7.0 | 12.2 | -1.7 | 0.0 | -8.7 | 24.0 | -34.3 | 28.1 | 82.6 | -63.8 | 41.8 |
| Sharpe Ratio | NA | -0.4 | -0.32 | 0.47 | -0.07 | -0.04 | -0.39 | 1.24 | -1.43 | 1.31 | 2.12 | -1.18 | 2.42 |
| Draw Down(%) | NA | 30.6 | 39.9 | 44.0 | 72.9 | 0.1 | 30.6 | 22.6 | 34.6 | 15.2 | 25.2 | 72.0 | 11.2 |
| Standard Deviation(%) | NA | 22.7 | 22.2 | 25.6 | 32.4 | 0.7 | 22.7 | 19.5 | 24.0 | 21.3 | 38.9 | 55.0 | 27.5 |
| Treynor Ratio | NA | -0.1 | -0.1 | 0.15 | -0.02 | 0.01 | -0.1 | 0.3 | -0.58 | 0.36 | 0.87 | -0.67 | 0.64 |
| Alpha | NA | -0.14 | -0.08 | -0.03 | -0.04 | 0.0 | -0.13 | 0.04 | -0.17 | 0.06 | 0.17 | -0.2 | 0.22 |
| Beta | NA | 0.9 | 0.68 | 0.79 | 0.89 | -0.05 | 0.88 | 0.79 | 0.6 | 0.79 | 0.94 | 0.96 | 1.04 |
| RSquared | NA | 0.18 | 0.26 | 0.35 | 0.43 | 0.33 | 0.18 | 0.27 | 0.34 | 0.45 | 0.41 | 0.52 | 0.46 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2007
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