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JUEMX: JPMorgan US Equity R6 (MUTUAL FUND)
Basic Info 23.31 0.11(0.47%) March 18
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (4%) |
Start Date: | 12/07/2010 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 2.15% |
Expenses | 0.54% |
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Performance Analytics (As of 03/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/07/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 8.8 | 33.6 | 11.3 | 16.6 | 13.5 | 14.1 | 27.7 | -19.0 | 29.0 | 26.7 | 32.4 | -5.8 | 21.7 | 10.5 | 0.8 | 13.8 | 36.2 | 17.4 | -1.3 | 3.1 |
Sharpe Ratio | NA | 3.62 | 2.6 | 0.51 | 0.68 | 0.67 | 0.73 | 1.76 | -0.84 | 2.04 | 0.74 | 2.32 | -0.39 | 2.88 | 0.7 | 0.05 | 1.11 | 3.02 | 1.24 | -0.06 | 11.65 |
Draw Down(%) | NA | 2.0 | 9.4 | 24.5 | 33.4 | 33.4 | 33.4 | 9.4 | 24.4 | 5.6 | 33.4 | 6.9 | 21.0 | 2.6 | 13.2 | 12.7 | 8.6 | 5.7 | 11.2 | 20.2 | 0.4 |
Standard Deviation(%) | NA | 12.0 | 12.2 | 17.6 | 21.9 | 18.6 | 18.2 | 13.4 | 24.3 | 14.2 | 35.7 | 13.3 | 18.0 | 7.3 | 14.8 | 16.5 | 12.5 | 12.0 | 14.1 | 24.4 | 4.9 |
Treynor Ratio | NA | 0.43 | 0.34 | 0.1 | 0.15 | 0.12 | 0.13 | 0.25 | -0.22 | 0.3 | 0.26 | 0.29 | -0.07 | 0.2 | 0.09 | 0.01 | 0.13 | 0.34 | 0.16 | -0.01 | 0.56 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 |
Beta | NA | 1.02 | 0.94 | 0.94 | 0.98 | 1.0 | 1.01 | 0.95 | 0.94 | 0.96 | 1.0 | 1.06 | 1.05 | 1.07 | 1.11 | 1.06 | 1.07 | 1.06 | 1.09 | 1.03 | 1.03 |
RSquared | NA | 0.97 | 0.87 | 0.89 | 0.92 | 0.94 | 0.95 | 0.89 | 0.92 | 0.81 | 0.94 | 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
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See LARGE BLEND Asset Class Trend Rankings |
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