JICAX
JPMorgan US Sustainable Leaders-A
$65.98
-0.11 (-0.17%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap |
---|---|
Market Cap | 200.839M |
52 Week High | 68.5 |
52 Week Low | 51.445 |
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Key Data
Symbol | JICAX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 65.98 |
Price Yesterday | 66.09 |
Market Cap | 200.84 |
YTD Return | 7.08% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0525 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0064 |
Overview
52 Week High | 68.50 |
---|---|
52 Week Low | 51.45 |
Market Cap | 200.84M |
Shares Outstanding | 3.04M |
Income Dividend Yield | 0.72% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.72% |
Returns Annualized
One Day | -34.31% |
---|---|
Five Days | 75.29% |
One Months | -30.18% |
Three Months | 17.02% |
Six Months | 52.39% |
Nine Months | 18.36% |
One Year | 27.72% |
Three Years | 6.43% |
Five Years | 12.97% |
Ten Years | 11.82% |
YTD | 24.06% |
Since Inception | 9.31% |
Returns Total
One Day | -0.17% |
---|---|
Five Days | 1.12% |
One Month | -3.08% |
Three Months | 4.00% |
Six Months | 23.21% |
Nine Months | 13.54% |
One Year | 27.69% |
Three Years | 20.54% |
Five Years | 83.78% |
Ten Years | 204.95% |
YTD | 7.08% |
Since Inception | 448.92% |
Yearly Returns
2024 | 7.08% |
---|---|
2023 | 25.01% |
2022 | -21.38% |
2021 | 30.66% |
2020 | 19.43% |
2019 | 29.61% |
2018 | -5.02% |
2017 | 20.99% |
2016 | 9.67% |
2015 | 0.24% |
Risk against SP-DA
Alpha | 1.23% |
---|---|
Beta | 1.03 |
Correlation | 99.81% |
Downside Deviation | 2.89% |
Coefficient of determination | 99.62% |
Standard Deviation | 3.49% |
Sharpe Ratio | 0.15 |
Sortino | 0.61 |
Treynor | 21.78 |
Ulcer Index | 2.56 |
Ulcer Performance Index | 0.69 |