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JSEAX: JPMORGAN INTERNATIONAL EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 21.92 0.17(0.78%) July 09
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 03/05/2002 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 2.63% |
| Expenses | 0.95% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 20.2 | 13.3 | 15.7 | 8.3 | 5.4 | 6.2 | 4.9 | 5.4 | 1.2 | 17.6 | -19.8 | 6.3 | 12.9 | 26.8 | -18.0 | 29.4 | 1.4 | -2.7 | -6.7 | 15.0 | 21.1 | -11.3 | 7.0 | 34.4 | -43.9 | 10.2 | 22.6 | 10.9 | 18.1 | 31.4 | -13.2 |
| Sharpe Ratio | NA | 2.13 | 0.58 | 0.7 | 0.36 | 0.22 | NA | NA | 0.21 | -0.41 | 1.02 | -0.91 | 0.41 | 0.42 | 2.22 | -1.28 | 3.67 | 0.06 | -0.17 | -0.6 | 1.15 | 1.21 | -0.4 | 0.31 | 1.1 | -1.0 | 0.39 | 1.38 | 0.83 | 1.28 | 1.92 | -0.76 |
| Draw Down(%) | NA | 12.6 | 12.6 | 16.1 | 36.4 | 36.4 | NA | NA | 60.9 | 10.6 | 11.8 | 32.8 | 9.7 | 33.4 | 8.2 | 26.7 | 2.8 | 14.4 | 18.8 | 12.9 | 9.8 | 16.0 | 26.0 | 19.4 | 29.4 | 56.7 | 12.9 | 15.3 | 7.0 | 10.3 | 18.5 | 26.1 |
| Standard Deviation(%) | NA | 18.7 | 16.9 | 16.0 | 16.8 | 17.7 | NA | NA | 20.2 | 13.1 | 13.2 | 23.3 | 15.3 | 30.0 | 11.4 | 15.1 | 7.9 | 18.6 | 15.9 | 11.2 | 13.1 | 17.5 | 28.0 | 22.2 | 31.1 | 44.7 | 18.4 | 14.1 | 10.4 | 13.4 | 16.0 | 22.1 |
| Treynor Ratio | NA | 0.39 | 0.09 | 0.11 | 0.06 | 0.04 | NA | NA | 0.04 | -0.05 | 0.14 | -0.2 | 0.06 | 0.16 | 0.24 | -0.18 | 0.29 | 0.01 | -0.03 | -0.07 | 0.15 | 0.21 | -0.11 | 0.07 | 0.32 | -0.43 | 0.07 | 0.19 | 0.09 | 0.18 | 0.28 | -0.16 |
| Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | -0.03 | -0.03 | 0.03 | 0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 |
| Beta | NA | 1.02 | 1.04 | 1.01 | 1.04 | 0.98 | NA | NA | 1.02 | 1.04 | 0.99 | 1.06 | 1.07 | 0.79 | 1.05 | 1.11 | 1.01 | 1.04 | 1.01 | 0.97 | 1.01 | 1.03 | 1.02 | 1.04 | 1.07 | 1.05 | 1.03 | 1.03 | 0.98 | 0.95 | 1.08 | 1.06 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.93 | 0.81 | NA | NA | 0.91 | 0.95 | 0.96 | 0.96 | 0.8 | 0.51 | 0.94 | 0.96 | 0.9 | 0.97 | 0.96 | 0.96 | 0.96 | 0.96 | 0.98 | 0.98 | 0.98 | 0.94 | 0.88 | 0.96 | 0.92 | 0.93 | 0.9 | 0.97 |
| Yield(%) | N/A | N/A | 2.6 | 2.8 | 2.2 | 2.2 | 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 | 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 |
| Dividend Growth(%) | N/A | N/A | 38.9 | 19.7 | 19.9 | -84.8 | 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 | 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 03/01/2002
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