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JUEMX: JPMORGAN U.S. EQUITY FUND CLASS R6 (MUTUAL FUND)
Basic Info 26.18 0.01(0.04%) July 01
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 12/07/2010 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 0.54% |
| Expenses | 0.54% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/07/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 4.9 | 6.5 | 14.0 | 11.0 | 10.7 | 12.2 | 17.8 | 26.0 | -21.7 | 16.9 | 19.6 | 32.4 | -5.8 | 21.7 | 10.5 | 0.8 | 13.8 | 36.2 | 17.4 | -1.3 | 3.1 |
| Sharpe Ratio | NA | 0.24 | 0.11 | 0.58 | 0.49 | 0.47 | 0.61 | 0.77 | 1.65 | -0.94 | 0.95 | 0.55 | 2.32 | -0.4 | 2.88 | 0.7 | 0.05 | 1.11 | 3.02 | 1.24 | -0.06 | 11.65 |
| Draw Down(%) | NA | 19.1 | 23.7 | 23.7 | 30.6 | 33.4 | 33.4 | 9.8 | 9.4 | 24.4 | 12.4 | 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 | 25.1 | 21.4 | 18.0 | 19.0 | 19.5 | 18.5 | 14.6 | 13.3 | 24.5 | 17.7 | 35.2 | 13.3 | 18.0 | 7.3 | 14.8 | 16.5 | 12.5 | 12.0 | 14.1 | 24.4 | 4.9 |
| Treynor Ratio | NA | 0.06 | 0.02 | 0.1 | 0.09 | 0.09 | 0.11 | 0.11 | 0.22 | -0.24 | 0.15 | 0.19 | 0.29 | -0.07 | 0.2 | 0.09 | 0.01 | 0.13 | 0.34 | 0.16 | -0.01 | 0.56 |
| Alpha | NA | -0.01 | -0.03 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | -0.01 | -0.04 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 |
| Beta | NA | 1.01 | 1.02 | 1.0 | 1.01 | 1.02 | 1.02 | 1.04 | 0.99 | 0.97 | 1.09 | 1.0 | 1.06 | 1.05 | 1.07 | 1.11 | 1.06 | 1.07 | 1.06 | 1.09 | 1.03 | 1.03 |
| RSquared | NA | 0.98 | 0.92 | 0.94 | 0.89 | 0.94 | 0.95 | 0.85 | 0.97 | 0.97 | 0.7 | 0.96 | 0.98 | 0.99 | 0.96 | 0.98 | 0.99 | 0.98 | 0.97 | 0.99 | 0.99 | 0.95 |
| Yield(%) | N/A | 0.1 | 0.5 | 1.1 | 1.1 | 5.0 | N/A | 0.9 | 1.3 | 1.0 | 0.9 | 1.1 | 12.1 | 12.0 | 9.8 | 4.9 | 6.0 | 10.5 | 9.7 | 4.0 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | -84.4 | -36.7 | -71.4 | -85.9 | N/A | N/A | -15.0 | 2.7 | 25.7 | -0.6 | -89.3 | -17.1 | 37.5 | 116.2 | -23.4 | -40.7 | 30.4 | 178.2 | 98.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/2010
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