JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX)

Basic Info

JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund started on 03/01/2021
JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund is classified as asset class EQUITY
JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund expense ratio is -
JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund rating is
Not Rated

JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) Dividend Info

JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) dividend growth in the last 12 months is 131.05%

The trailing 12-month yield of JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund is 1.15%. its dividend history:

DateDividend
02/29/2024 0.0041
01/31/2024 0.0044
12/29/2023 0.0044
11/30/2023 0.0043
10/31/2023 0.0044
09/29/2023 0.0043
08/31/2023 0.0044
07/31/2023 0.0043
06/30/2023 0.0041
05/31/2023 0.0042
04/28/2023 0.0039
03/31/2023 0.0038
02/28/2023 0.0033
01/31/2023 0.0035
12/30/2022 0.0033
11/30/2022 0.0028
10/31/2022 0.0023
09/30/2022 0.0019
08/31/2022 0.0017
07/29/2022 0.0013
06/30/2022 0.0009
05/31/2022 0.0006
04/29/2022 0.0002
03/31/2022 0.0001
02/28/2022 0
01/31/2022 0
11/30/2021 0
10/29/2021 0
09/30/2021 0
08/31/2021 0
07/30/2021 0
06/30/2021 0
04/30/2021 0
03/31/2021 0

Dividend Growth History for JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.0489 1.19% 223.84% -
2022 $0.0151 58.08% - 223.84%
2021 $0 0.00% - -

Dividend Growth Chart for JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX)


JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) Historical Returns And Risk Info

From 03/01/2021 to 03/15/2024, the compound annualized total return (dividend reinvested) of JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) is 422.153%. Its cumulative total return (dividend reinvested) is 14,707.584%.

From 03/01/2021 to 03/15/2024, the Maximum Drawdown of JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) is 27.8%.

From 03/01/2021 to 03/15/2024, the Sharpe Ratio of JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) is 6.68.

From 03/01/2021 to 03/15/2024, the Annualized Standard Deviation of JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) is 62.2%.

From 03/01/2021 to 03/15/2024, the Beta of JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) is 0.01.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr Since
03/01/2021
2023 2022 2021
Annualized Return(%) 0.2 -1.0 19.1 429.0 416.6 29.1 15688.5 -27.8
Sharpe Ratio NA -5.67 3.43 6.82 6.68 5.04 151.07 -1.79
Draw Down(%) NA 1.2 1.2 27.8 27.8 0.6 0.6 27.8
Standard Deviation(%) NA 1.5 4.5 62.6 62.2 5.0 103.8 18.0
Treynor Ratio NA 2.27 6.7 285.08 304.59 20.19 1088.86 4.84
Alpha NA -0.03 0.05 0.75 0.74 0.09 2.3 -0.14
Beta NA -0.04 0.02 0.01 0.01 0.01 0.14 -0.07
RSquare NA 0.09 0.0 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 0.0 1.1 67.1 N/A 0.0 0.0 0.0
Dividend Growth(%) N/A N/A 131.1 N/A N/A N/A N/A N/A

Return Calculator for JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX)

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JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) Historical Return Chart

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JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 03/01/2021 to 03/15/2024, the worst annualized return of 3-year rolling returns for JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) is NA.
From 03/01/2021 to 03/15/2024, the worst annualized return of 5-year rolling returns for JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) is NA.
From 03/01/2021 to 03/15/2024, the worst annualized return of 10-year rolling returns for JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) is NA.
From 03/01/2021 to 03/15/2024, the worst annualized return of 20-year rolling returns for JPMorgan Trust II - JPMorgan U.S. Government Money Market Fund (EJGXX) is NA.

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