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JUEMX: JPMORGAN U.S. EQUITY FUND CLASS R6 (MUTUAL FUND)
Basic Info 22.77 0.13(0.57%) April 25
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (4%) |
Start Date: | 12/07/2010 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 2.15% |
Expenses | 0.54% |
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Performance Analytics (As of 04/19/2024)
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(%) | 0.6 | 6.7 | 27.6 | 8.2 | 15.1 | 13.1 | 13.8 | 27.4 | -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 | 1.24 | 1.59 | 0.32 | 0.61 | 0.64 | 0.71 | 1.75 | -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 | 5.4 | 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 | 11.8 | 12.0 | 17.6 | 21.9 | 18.5 | 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 | 0.15 | 0.19 | 0.06 | 0.14 | 0.12 | 0.13 | 0.23 | -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 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 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 | 1.0 | 0.99 | 0.95 | 0.98 | 1.0 | 1.01 | 1.0 | 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 | 0.97 | 0.91 | 0.93 | 0.94 | 0.95 | 0.98 | 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 |
Yield(%) | N/A | 0.2 | 2.4 | 5.8 | 8.4 | 9.2 | N/A | 2.6 | 4.0 | 12.8 | 7.9 | 12.1 | 12.0 | 9.8 | 4.9 | 6.0 | 10.4 | 9.7 | 4.0 | 2.0 | 0.0 |
Dividend Growth(%) | N/A | -91.1 | -50.6 | -24.4 | 3.7 | N/A | N/A | -48.9 | -63.3 | 86.0 | -21.3 | -17.2 | 37.5 | 114.9 | -23.0 | -40.4 | 30.4 | 180.0 | 90.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/2010
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