JIGAX
JPMorgan US GARP Equity-A
$75.57
-0.09 (-0.12%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap Growth |
---|---|
Market Cap | 1411.134M |
52 Week High | 76.21 |
52 Week Low | 51.41 |
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Key Data
Symbol | JIGAX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 75.57 |
Price Yesterday | 75.66 |
Market Cap | 1,411.13 |
YTD Return | 13.83% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0525 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0084 |
Overview
52 Week High | 76.21 |
---|---|
52 Week Low | 51.41 |
Market Cap | 1,411.13M |
Shares Outstanding | 18.67M |
Income Dividend Yield | 0.09% |
Long Term Dividend Yield | 0.55% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.64% |
Returns Annualized
One Day | -25.94% |
---|---|
Five Days | -27.82% |
One Months | 38.35% |
Three Months | 70.84% |
Six Months | 70.05% |
Nine Months | 36.46% |
One Year | 42.01% |
Three Years | 13.20% |
Five Years | 16.83% |
Ten Years | 14.54% |
YTD | 70.84% |
Since Inception | 11.24% |
Returns Total
One Day | -0.12% |
---|---|
Five Days | -0.64% |
One Month | 2.61% |
Three Months | 13.83% |
Six Months | 29.82% |
Nine Months | 25.91% |
One Year | 41.37% |
Three Years | 44.77% |
Five Years | 117.19% |
Ten Years | 287.46% |
YTD | 13.83% |
Since Inception | 661.26% |
Yearly Returns
2024 | 13.83% |
---|---|
2023 | 41.67% |
2022 | -27.77% |
2021 | 30.68% |
2020 | 27.43% |
2019 | 28.81% |
2018 | -3.78% |
2017 | 31.55% |
2016 | 5.45% |
2015 | 1.87% |
Risk against SP-DA
Alpha | 6.56% |
---|---|
Beta | 1.21 |
Correlation | 97.02% |
Downside Deviation | 2.73% |
Coefficient of determination | 94.14% |
Standard Deviation | 4.18% |
Sharpe Ratio | 0.87 |
Sortino | 4.62 |
Treynor | 34.62 |
Ulcer Index | 2.54 |
Ulcer Performance Index | 4.95 |