JFTUX
JPMorgan Investor Growth-R6
$25.35
0.17 (0.68%)
Currency in USD / Last Updated: 3/27/2024
Category | Aggressive |
---|---|
Market Cap | 5162.249M |
52 Week High | 25.35 |
52 Week Low | 20.15 |
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Key Data
Symbol | JFTUX |
---|---|
Type | Mutual Fund |
Category | Aggressive |
Price | 25.35 |
Price Yesterday | 25.18 |
Market Cap | 5,162.25 |
YTD Return | 8.43% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 15000000 |
Redeption Fee | 0 |
Prospectus | 0.005 |
Overview
52 Week High | 25.35 |
---|---|
52 Week Low | 20.15 |
Market Cap | 5,162.25M |
Shares Outstanding | 203.64M |
Income Dividend Yield | 1.60% |
Long Term Dividend Yield | 1.74% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.34% |
Returns Annualized
One Day | 445.93% |
---|---|
Five Days | 32.23% |
One Months | 50.63% |
Three Months | 37.32% |
Six Months | 45.96% |
Nine Months | 23.77% |
One Year | 25.84% |
Three Years | 6.91% |
Five Years | 12.00% |
Ten Years | -999 |
YTD | 40.51% |
Since Inception | 10.39% |
Returns Total
One Day | 0.68% |
---|---|
Five Days | 0.56% |
One Month | 3.47% |
Three Months | 8.11% |
Six Months | 20.61% |
Nine Months | 17.32% |
One Year | 25.81% |
Three Years | 22.13% |
Five Years | 76.07% |
Ten Years | -999 |
YTD | 8.43% |
Since Inception | 92.69% |
Yearly Returns
2024 | 8.43% |
---|---|
2023 | 19.52% |
2022 | -15.65% |
2021 | 18.51% |
2020 | 20.33% |
2019 | 25.39% |
2018 | -8.51% |
2017 | 7.76% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -4.39% |
---|---|
Beta | 0.87 |
Correlation | 98.35% |
Downside Deviation | 2.70% |
Coefficient of determination | 96.72% |
Standard Deviation | 2.96% |
Sharpe Ratio | -0.81 |
Sortino | -3.06 |
Treynor | 23.76 |
Ulcer Index | 3 |
Ulcer Performance Index | -2.75 |