JUESX
JPMorgan US Equity-I
$23.55
0.19 (0.81%)
Currency in USD / Last Updated: 3/27/2024
Category | Large Cap |
---|---|
Market Cap | 28261.177M |
52 Week High | 23.595 |
52 Week Low | 17.405 |
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Key Data
Symbol | JUESX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 23.55 |
Price Yesterday | 23.36 |
Market Cap | 28,261.18 |
YTD Return | 10.94% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000000 |
Redeption Fee | 0 |
Prospectus | 0.0069 |
Overview
52 Week High | 23.60 |
---|---|
52 Week Low | 17.41 |
Market Cap | 28,261.18M |
Shares Outstanding | 1,200.05M |
Income Dividend Yield | 0.87% |
Long Term Dividend Yield | 0.99% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.85% |
Returns Annualized
One Day | 671.67% |
---|---|
Five Days | 7.56% |
One Months | 51.78% |
Three Months | 51.68% |
Six Months | 55.49% |
Nine Months | 31.13% |
One Year | 35.19% |
Three Years | 11.69% |
Five Years | 16.88% |
Ten Years | 13.43% |
YTD | 54.71% |
Since Inception | 10.64% |
Returns Total
One Day | 0.81% |
---|---|
Five Days | 0.14% |
One Month | 3.53% |
Three Months | 10.78% |
Six Months | 24.45% |
Nine Months | 22.52% |
One Year | 35.15% |
Three Years | 39.23% |
Five Years | 117.85% |
Ten Years | 251.70% |
YTD | 10.94% |
Since Inception | 868.74% |
Yearly Returns
2024 | 10.94% |
---|---|
2023 | 27.04% |
2022 | -18.98% |
2021 | 28.47% |
2020 | 26.41% |
2019 | 31.91% |
2018 | -6.07% |
2017 | 21.40% |
2016 | 10.67% |
2015 | 0.63% |
Risk against SP-DA
Alpha | 0.61% |
---|---|
Beta | 1.02 |
Correlation | 99.47% |
Downside Deviation | 2.93% |
Coefficient of determination | 98.94% |
Standard Deviation | 3.44% |
Sharpe Ratio | 0.09 |
Sortino | 0.37 |
Treynor | 29.43 |
Ulcer Index | 2.55 |
Ulcer Performance Index | 0.43 |