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JUEMX: JPMorgan US Equity R6 (MUTUAL FUND)
Basic Info 22.72 0.04(0.18%) September 16
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 12/07/2010 |
| Last Dividend Date: | 03/29/2021 |
| 12-Mo. Yield | 6.58% |
| Expenses | 0.54% |
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Performance Analytics (As of 09/10/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 19.0 | 33.6 | 19.6 | 19.3 | 17.3 | 15.5 | 26.3 | 32.3 | -5.9 | 21.7 | 10.6 | 0.9 | 14.0 | 36.2 | 17.4 | -1.3 | 3.1 |
| SR | NA | 2.0 | 2.02 | 0.78 | 0.93 | 0.95 | 0.83 | 0.73 | 2.31 | -0.4 | 2.89 | 0.69 | 0.05 | 1.12 | 3.02 | 1.24 | -0.06 | 11.65 |
| DD(%) | NA | 4.8 | 7.9 | 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 | 13.7 | 17.2 | 24.1 | 20.0 | 17.9 | 18.1 | 35.6 | 13.3 | 18.0 | 7.3 | 14.8 | 16.5 | 12.5 | 12.0 | 14.1 | 24.4 | 4.9 |
| TR | NA | 0.27 | 0.34 | 0.19 | 0.18 | 0.16 | 0.15 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 1.03 | 1.01 | 1.01 | 1.03 | 1.03 | 1.0 | 1.06 | 1.05 | 1.07 | 1.11 | 1.06 | 1.07 | 1.06 | 1.09 | 1.03 | 1.03 |
| RS | NA | 0.9 | 0.72 | 0.95 | 0.95 | 0.96 | 0.96 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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