Find A Portfolio/Ticker
Comparison Box
JUEMX: JPMorgan US Equity R6 (MUTUAL FUND)
Basic Info 20.12 0.25(1.26%) February 24
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 12/07/2010 |
| Last Dividend Date: | 12/18/2020 |
| 12-Mo. Yield | 8.54% |
| Expenses | 0.54% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 02/23/2021)
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(%) | -0.0 | 5.1 | 34.5 | 17.0 | 19.0 | 14.5 | 15.0 | 26.3 | 32.3 | -5.9 | 21.7 | 10.6 | 0.9 | 14.0 | 36.2 | 17.4 | -1.3 | 3.1 |
| SR | NA | 2.61 | 0.66 | 0.67 | 0.93 | 0.75 | 0.79 | 0.73 | 2.31 | -0.4 | 2.89 | 0.69 | 0.05 | 1.12 | 3.02 | 1.24 | -0.06 | 11.65 |
| DD(%) | NA | 4.3 | 33.4 | 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 | 17.1 | 35.9 | 24.2 | 20.0 | 18.5 | 18.4 | 35.6 | 13.3 | 18.0 | 7.3 | 14.8 | 16.5 | 12.5 | 12.0 | 14.1 | 24.4 | 4.9 |
| TR | NA | 0.4 | 0.24 | 0.16 | 0.18 | 0.13 | 0.14 | 0.26 | 0.29 | -0.07 | 0.2 | 0.09 | 0.01 | 0.13 | 0.34 | 0.16 | -0.01 | 0.56 |
| Alpha(%) | NA | -0.02 | 0.01 | 0.01 | 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 | 1.12 | 1.0 | 1.01 | 1.02 | 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 | 0.98 | 0.94 | 0.95 | 0.95 | 0.97 | 0.97 | 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
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) 0.39% (100%)
- PSLDX (PIMCO StocksPLUS Long Duration Instl) 0.69% (100%)
- DSFRX (Domini Social Equity R) 0.80% (99%)
- SVSPX (SSgA S&P 500 Index Instl) 1.14% (99%)
- CMVIX (BlackRock Mid-Cap Value Equity Instl) 0.86% (99%)
- BMCAX (BlackRock Mid-Cap Value Equity Inv A) 0.86% (99%)
- JUEMX (JPMorgan US Equity R6) 1.26% (99%)
- PLBEX (Plumb Equity) 0.92% (98%)
- SICWX (Sentinel Common Stock I) 1.15% (98%)
- FDTIX (Fidelity Advisor Diversified Stock I) 1.47% (98%)
Best ETFs
- GURU (Global X Guru™ Index ETF) 0.36% (99%)
- MOAT (Market Vectors Mstar Wide Moat ETF) 1.59% (99%)
- VTHR (Vanguard Russell 3000 ETF) 1.23% (97%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.61% (97%)
- IWL (iShares Russell Top 200) 0.96% (96%)
- SCHX (Schwab US Large-Cap ETF) 1.06% (94%)
- MGC (Vanguard Mega Cap ETF) 1.02% (93%)
- ITOT (iShares Core S&P Total US Stock Mkt) 1.20% (93%)
- SCHB (Schwab US Broad Market ETF) 1.11% (93%)
- VTI (Vanguard Total Stock Market ETF) 1.12% (92%)
Best Closed End Funds
- CLM (Cornerstone Strategic Value) 0.55% (99%)
- USA (Liberty All-Star Equity) 1.08% (98%)
- CRF (Cornerstone Total Return Fund) 1.05% (95%)
- GGT (Gabelli Global Multimedia) 1.62% (84%)
- FFA (First Trust Enhanced Equity Income) 0.78% (74%)
- GAB (Gabelli Equity) 1.07% (67%)
- ADX (Adams Express) 1.24% (61%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.56% (37%)
- GRF (Eagle Capital Growth) 1.15% (25%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.61% (17%)
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