Find A Portfolio/Ticker
Comparison Box
JUEMX: JPMorgan US Equity R6 (MUTUAL FUND)
Basic Info 18.39 0.08(0.44%) October 20
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 12/07/2010 |
| Last Dividend Date: | 06/26/2020 |
| 12-Mo. Yield | 8.54% |
| Expenses | 0.54% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/20/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.2 | 14.4 | 25.0 | 14.5 | 14.4 | 13.8 | 32.3 | -5.9 | 21.7 | 10.6 | 0.9 | 14.0 | 36.2 | 17.4 | -1.3 | 3.1 |
| SR | NA | 0.53 | 0.79 | 0.6 | 0.7 | 0.75 | 2.31 | -0.4 | 2.89 | 0.69 | 0.05 | 1.12 | 3.02 | 1.24 | -0.06 | 11.65 |
| DD(%) | NA | 33.4 | 33.4 | 33.4 | 33.4 | 33.4 | 6.9 | 21.1 | 2.6 | 13.2 | 12.7 | 8.6 | 5.7 | 11.2 | 20.2 | 0.4 |
| SD(%) | NA | 38.0 | 33.9 | 23.5 | 19.9 | 18.2 | 13.3 | 18.0 | 7.3 | 14.8 | 16.5 | 12.5 | 12.0 | 14.1 | 24.4 | 4.9 |
| TR | NA | 0.2 | 0.27 | 0.14 | 0.14 | 0.13 | 0.29 | -0.07 | 0.2 | 0.09 | 0.01 | 0.13 | 0.34 | 0.16 | -0.01 | 0.56 |
| Alpha(%) | NA | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 |
| Beta(%) | NA | 0.99 | 0.99 | 1.01 | 1.02 | 1.03 | 1.06 | 1.05 | 1.07 | 1.11 | 1.06 | 1.07 | 1.06 | 1.09 | 1.03 | 1.03 |
| RS | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.96 | 0.98 | 0.99 | 0.98 | 0.97 | 0.99 | 0.99 | 0.95 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- ACFSX (American Century Legacy Foc Lg Cap Instl) 0.26% (100%)
- PSLDX (PIMCO StocksPLUS Long Duration Instl) 0.35% (100%)
- CMVIX (BlackRock Mid-Cap Value Equity Instl) 0.28% (99%)
- BMCAX (BlackRock Mid-Cap Value Equity Inv A) 0.30% (99%)
- JUEMX (JPMorgan US Equity R6) 0.44% (99%)
- DGAGX (Dreyfus Appreciation) 0.40% (99%)
- PIORX (Pioneer R) 0.74% (98%)
- GQLOX (GMO Quality VI) 0.39% (98%)
- PLBEX (Plumb Equity) 0.11% (98%)
- SICWX (Sentinel Common Stock I) 0.42% (98%)
Best ETFs
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.46% (99%)
- IWL (iShares Russell Top 200) 0.40% (99%)
- MGC (Vanguard Mega Cap ETF) 0.34% (96%)
- MOAT (Market Vectors Mstar Wide Moat ETF) 0.05% (95%)
- VV (Vanguard Large-Cap ETF) 0.39% (93%)
- VIG (Vanguard Dividend Appreciation ETF) 0.38% (93%)
- SCHX (Schwab US Large-Cap ETF) 0.30% (91%)
- VONE (Vanguard Russell 1000 ETF) 0.40% (91%)
- DSI (iShares MSCI KLD 400 Social) 0.45% (90%)
- VTHR (Vanguard Russell 3000 ETF) 0.45% (90%)
Best Closed End Funds
- USA (Liberty All-Star Equity) 0.99% (64%)
- GAB (Gabelli Equity) 4.19% (29%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 1.09% (27%)
- ADX (Adams Express) 0.91% (10%)
- JTD (Nuveen Tax-Advantaged Dividend Growth Fd) 0.62% (8%)
- GGT (Gabelli Global Multimedia) 0.61% (8%)
- FFA (First Trust Enhanced Equity Income) 0.66% (5%)
- GRF (Eagle Capital Growth) 0.57% (4%)
- CRF (Cornerstone Total Return Fund) 0.37% (2%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.22% (2%)
Latest Articles Related to JUEMX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments