JCMAX
JPMorgan MidCap Equity-A
$58.73
-0.98 (-1.64%)
Currency in USD / Last Updated: 4/30/2024
Category | MidCap |
---|---|
Market Cap | 4358.09M |
52 Week High | 62.12 |
52 Week Low | 47.729 |
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Key Data
Symbol | JCMAX |
---|---|
Type | Mutual Fund |
Category | MidCap |
Price | 58.73 |
Price Yesterday | 59.71 |
Market Cap | 4,358.09 |
YTD Return | 3.47% |
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 | 4,358.09M |
Shares Outstanding | 74.21M |
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 | -98.46% |
---|---|
Five Days | -34.80% |
One Months | -47.45% |
Three Months | 16.13% |
Six Months | 47.87% |
Nine Months | 10.09% |
One Year | 17.15% |
Three Years | 1.91% |
Five Years | 9.76% |
Ten Years | 9.83% |
YTD | 10.93% |
Since Inception | 12.48% |
Returns Total
One Day | -1.64% |
---|---|
Five Days | -0.84% |
One Month | -5.46% |
Three Months | 3.74% |
Six Months | 21.20% |
Nine Months | 7.47% |
One Year | 17.13% |
Three Years | 5.81% |
Five Years | 59.13% |
Ten Years | 154.83% |
YTD | 3.47% |
Since Inception | 447.39% |
Yearly Returns
2024 | 3.47% |
---|---|
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 | -6.59% |
---|---|
Beta | 1.06 |
Correlation | 95.63% |
Downside Deviation | 3.14% |
Coefficient of determination | 91.45% |
Standard Deviation | 3.76% |
Sharpe Ratio | -0.43 |
Sortino | -1.76 |
Treynor | 11.1 |
Ulcer Index | 4.25 |
Ulcer Performance Index | -1.3 |