JCMAX
JPMorgan MidCap Equity-A
$58.14
-0.31 (-0.53%)
Currency in USD / Last Updated: 4/17/2024
Category | MidCap |
---|---|
Market Cap | 4290.203M |
52 Week High | 62.12 |
52 Week Low | 47.729 |
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Key Data
Symbol | JCMAX |
---|---|
Type | Mutual Fund |
Category | MidCap |
Price | 58.14 |
Price Yesterday | 58.45 |
Market Cap | 4,290.20 |
YTD Return | 2.43% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0525 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0114 |
Overview
52 Week High | 62.12 |
---|---|
52 Week Low | 47.73 |
Market Cap | 4,290.20M |
Shares Outstanding | 73.79M |
Income Dividend Yield | 0.30% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.30% |
Returns Annualized
One Day | -73.85% |
---|---|
Five Days | -84.26% |
One Months | -30.17% |
Three Months | 20.19% |
Six Months | 29.15% |
Nine Months | 9.58% |
One Year | 15.49% |
Three Years | 1.73% |
Five Years | 9.93% |
Ten Years | 9.75% |
YTD | 8.53% |
Since Inception | 12.44% |
Returns Total
One Day | -0.53% |
---|---|
Five Days | -3.60% |
One Month | -3.08% |
Three Months | 4.70% |
Six Months | 13.51% |
Nine Months | 7.13% |
One Year | 15.47% |
Three Years | 5.28% |
Five Years | 60.32% |
Ten Years | 152.93% |
YTD | 2.43% |
Since Inception | 441.90% |
Yearly Returns
2024 | 2.43% |
---|---|
2023 | 15.87% |
2022 | -16.25% |
2021 | 19.76% |
2020 | 22.34% |
2019 | 32.56% |
2018 | -8.51% |
2017 | 20.96% |
2016 | 6.98% |
2015 | -0.22% |
Risk against SP-DA
Alpha | -8.19% |
---|---|
Beta | 1.04 |
Correlation | 93.67% |
Downside Deviation | 3.07% |
Coefficient of determination | 87.74% |
Standard Deviation | 3.79% |
Sharpe Ratio | -0.56 |
Sortino | -2.41 |
Treynor | 9.68 |
Ulcer Index | 4.16 |
Ulcer Performance Index | -1.78 |