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OMEAX: JPMORGAN MARKET EXPANSION ENHANCED INDEX FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 04/27/2022 |
| 12-Mo. Yield | 15.21% |
| Expenses | 0.82% |
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Performance Analytics (As of 05/16/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1998 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -6.9 | 10.7 | 8.2 | 11.6 | 7.8 | 8.9 | 7.5 | -11.2 | 13.9 | 9.7 | 24.2 | -13.5 | 14.3 | 21.4 | -1.1 | 9.3 | 35.9 | 17.0 | -2.4 | 24.4 | 34.3 | -35.6 | 3.0 | 13.4 | 10.8 | 18.2 | 36.2 | -14.9 | 1.3 | 4.2 | -18.9 | 8.2 |
| Sharpe Ratio | NA | -0.35 | 0.35 | 0.31 | 0.55 | NA | NA | 0.28 | -1.21 | 0.61 | 0.22 | 1.52 | -0.89 | 1.28 | 1.28 | -0.08 | 0.67 | 2.69 | 1.1 | -0.08 | 1.08 | 1.02 | -0.83 | 0.0 | 0.7 | 0.63 | 1.21 | 2.19 | -0.67 | -0.05 | 0.01 | -0.7 | 138.49 |
| Draw Down(%) | NA | 13.4 | 43.4 | 43.4 | 43.4 | NA | NA | 58.0 | 12.5 | 18.0 | 43.4 | 9.4 | 25.2 | 5.8 | 11.9 | 13.0 | 10.9 | 6.5 | 11.8 | 26.9 | 18.9 | 29.9 | 52.6 | 13.9 | 12.6 | 8.5 | 10.6 | 13.7 | 32.6 | 24.0 | 16.0 | 28.0 | 0.0 |
| Standard Deviation(%) | NA | 19.8 | 29.3 | 24.5 | 20.2 | NA | NA | 23.3 | 23.1 | 22.7 | 43.2 | 15.0 | 16.7 | 10.7 | 16.5 | 15.5 | 13.7 | 13.3 | 15.6 | 31.6 | 22.5 | 33.5 | 43.8 | 17.5 | 14.5 | 13.7 | 14.3 | 16.2 | 24.1 | 22.0 | 27.2 | 31.4 | 18.7 |
| Treynor Ratio | NA | -0.08 | 0.1 | 0.07 | 0.11 | NA | NA | 0.06 | -0.38 | 0.12 | 0.08 | 0.21 | -0.15 | 0.11 | 0.2 | -0.01 | 0.09 | 0.35 | 0.17 | -0.02 | 0.24 | 0.34 | -0.38 | 0.0 | 0.09 | 0.08 | 0.16 | 0.36 | -0.17 | -0.01 | 0.0 | -0.31 | 34.76 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.02 | -0.04 | -0.03 | -0.03 | -0.02 | -0.03 | 0.03 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.03 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | 0.0 | 0.02 | -0.01 | -0.1 | 0.33 |
| Beta | NA | 0.85 | 1.06 | 1.06 | 1.05 | NA | NA | 1.0 | 0.73 | 1.13 | 1.12 | 1.1 | 0.98 | 1.26 | 1.04 | 0.98 | 1.05 | 1.03 | 1.02 | 1.09 | 1.02 | 1.02 | 0.97 | 1.02 | 1.14 | 1.11 | 1.11 | 0.99 | 0.95 | 0.96 | 0.85 | 0.72 | 0.74 |
| RSquared | NA | 0.64 | 0.84 | 0.85 | 0.87 | NA | NA | 0.87 | 0.62 | 0.57 | 0.9 | 0.88 | 0.93 | 0.85 | 0.93 | 0.94 | 0.92 | 0.94 | 0.95 | 0.88 | 0.97 | 0.98 | 0.97 | 0.95 | 0.96 | 0.95 | 0.95 | 0.97 | 0.99 | 0.98 | 0.82 | 0.19 | 0.9 |
| Yield(%) | N/A | 15.2 | 10.3 | 10.0 | 12.4 | 7.8 | 9.8 | N/A | 4.7 | 13.3 | 4.6 | 7.1 | 11.6 | 12.0 | 11.7 | 17.9 | 13.1 | 11.4 | 7.1 | 7.9 | 0.5 | 1.5 | 3.7 | 14.9 | 9.2 | 10.1 | 2.1 | 0.3 | 0.3 | 0.6 | 2.4 | 0.5 | 0.1 |
| Dividend Growth(%) | N/A | 327.4 | -20.8 | -19.1 | 120.5 | N/A | N/A | N/A | -59.4 | 204.1 | -25.2 | -53.9 | -1.0 | 14.9 | -47.8 | 31.7 | 37.2 | 79.1 | -20.1 | 2002.4 | -58.6 | -74.5 | -78.8 | 67.4 | -5.5 | 442.3 | 1021.1 | -34.5 | -43.1 | -74.9 | 306.0 | 257.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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