JRVXX | JPMorgan Trust I - JPMorgan Prime Money Market Fund

Basic Info 1 0(0.0%)

JPMorgan Trust I - JPMorgan Prime Money Market Fund started on 02/25/2002

JPMorgan Trust I - JPMorgan Prime Money Market Fund is classified as asset class EQUITY

JPMorgan Trust I - JPMorgan Prime Money Market Fund expense ratio is -

JPMorgan Trust I - JPMorgan Prime Money Market Fund rating is

(61%)

JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) Dividend Info

JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) dividend growth in the last 12 months is 81.95%

The trailing 12-month yield of JPMorgan Trust I - JPMorgan Prime Money Market Fund is 4.84%. its dividend history:

Date	Dividend
04/30/2024	0.004
03/28/2024	0.0041
02/29/2024	0.0039
01/31/2024	0.0042
12/29/2023	0.0042
11/30/2023	0.004
10/31/2023	0.0042
09/29/2023	0.004
08/31/2023	0.0041
07/31/2023	0.004
06/30/2023	0.0038
05/31/2023	0.0039
04/28/2023	0.0036
03/31/2023	0.0036
02/28/2023	0.0032
01/31/2023	0.0034
12/30/2022	0.0032
11/30/2022	0.0027
10/31/2022	0.0022
09/30/2022	0.0016
08/31/2022	0.0015
07/29/2022	0.0009
06/30/2022	0.0005
05/31/2022	0.0002
04/29/2022	0
03/31/2022	0
01/31/2022	0
08/31/2021	0
07/30/2021	0
03/31/2021	0
01/29/2021	0
12/31/2020	0
11/30/2020	0
10/30/2020	0
09/30/2020	0
08/31/2020	0
07/31/2020	0
06/30/2020	0
05/29/2020	0
04/30/2020	0.0002
03/31/2020	0.0006
02/28/2020	0.0009
01/31/2020	0.001
12/31/2019	0.001
11/29/2019	0.001
10/31/2019	0.0012
09/30/2019	0.0014
08/30/2019	0.0014
07/31/2019	0.0016
06/28/2019	0.0016
12/13/2013	0

Dividend Growth History for JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.046	1.17%	259.38%	-
2022	$0.0128	213.33%	-	259.38%
2021	$0	0.00%	-100.00%	-
2020	$0.0027	0.22%	-70.65%	157.31%
2019	$0.0092	0.46%	-	49.53%
2013	$0	0.00%	-	-

Dividend Growth Chart for JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX)

JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) Historical Returns And Risk Info

From 02/25/2002 to 05/17/2024, the compound annualized total return (dividend reinvested) of JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) is -0.697%. Its cumulative total return (dividend reinvested) is -13.908%.

From 02/25/2002 to 05/17/2024, the Maximum Drawdown of JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) is 99.9%.

From 02/25/2002 to 05/17/2024, the Sharpe Ratio of JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) is -0.01.

From 02/25/2002 to 05/17/2024, the Annualized Standard Deviation of JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) is 134.5%.

From 02/25/2002 to 05/17/2024, the Beta of JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) is -0.11.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 02/25/2002	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002
Annualized Return(%)	0.0	2.0	5.4	465.3	-10.5	60.1	20.2	4.9	-0.7	-73.4	66167.6	-1.0	-99.5	-39.2	119.0	170.2	3266.0	0.0	0.0	0.1	0.0	0.0	0.0	-99.2	-70.4	-7.5	28.6	124.7	260.0	-45.1	-36.4
Sharpe Ratio	NA	1.03	1.01	1.72	-0.05	0.36	NA	NA	-0.01	-0.57	149.13	-0.07	-0.61	-3.41	11.87	9.34	29.82	0.0	0.0	0.67	0.0	0.0	0.0	-0.44	-2.92	-2.05	7.8	19.71	14.11	-2.78	-3.22
Draw Down(%)	NA	0.1	0.1	81.2	99.7	99.7	NA	NA	99.9	74.6	81.2	6.5	99.5	40.4	2.0	8.3	2.8	0.0	50.0	0.0	0.0	50.0	87.5	99.2	70.9	10.9	0.6	0.5	6.7	50.0	39.3
Standard Deviation(%)	NA	1.7	1.5	268.4	221.3	163.5	NA	NA	134.5	137.8	443.7	15.1	162.2	11.9	9.9	18.3	109.5	NA	99.0	0.1	NA	98.6	319.1	225.1	24.4	5.1	3.3	6.2	18.4	16.5	13.2
Treynor Ratio	NA	-0.46	-1.21	-3.55	0.19	-1.36	NA	NA	0.15	1.05	-465.75	0.62	5.68	-10.52	-16.03	-13.04	625.12	NA	0.0	-29.78	NA	0.0	-0.03	-3.02	30.16	14.56	-57.27	68.44	-33.09	32.96	24.87
Alpha	NA	0.01	0.01	2.42	1.11	0.82	NA	NA	0.43	-0.24	7.33	0.0	-1.58	-0.2	0.31	0.41	1.69	0.0	0.17	0.0	0.0	0.2	2.84	-3.63	-0.48	-0.04	0.09	0.31	0.52	-0.23	-0.21
Beta	NA	-0.04	-0.01	-1.3	-0.64	-0.43	NA	NA	-0.11	-0.74	-1.42	-0.02	-0.18	0.04	-0.07	-0.13	0.05	0.0	0.7	0.0	0.0	0.3	0.02	0.33	-0.02	-0.01	0.0	0.02	-0.08	-0.01	-0.02
RSquare	NA	0.07	0.01	0.0	0.0	0.0	NA	NA	0.0	0.02	0.0	0.0	0.0	0.0	0.02	0.0	0.0	0.0	0.01	0.0	0.0	0.0	0.0	0.01	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Yield(%)	N/A	0.0	4.8	416.1	0.9	86.8	9.6	1.0	N/A	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Dividend Growth(%)	N/A	N/A	82.6	529.4	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

Return Calculator for JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX)

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JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) Historical Return Chart

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JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) 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 02/25/2002 to 05/17/2024, the worst annualized return of 3-year rolling returns for JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) is -87.18%.

From 02/25/2002 to 05/17/2024, the worst annualized return of 5-year rolling returns for JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) is -70.85%.

From 02/25/2002 to 05/17/2024, the worst annualized return of 10-year rolling returns for JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) is -44.68%.

From 02/25/2002 to 05/17/2024, the worst annualized return of 20-year rolling returns for JPMorgan Trust I - JPMorgan Prime Money Market Fund (JRVXX) is -0.92%.

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