JUSQX
JPMorgan US Small Company-R4
$18.88
0.37 (2.00%)
Currency in USD / Last Updated: 3/27/2024
Category | Small Cap |
---|---|
Market Cap | 1007.797M |
52 Week High | 18.88 |
52 Week Low | 14.137 |
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Key Data
Symbol | JUSQX |
---|---|
Type | Mutual Fund |
Category | Small Cap |
Price | 18.88 |
Price Yesterday | 18.51 |
Market Cap | 1,007.80 |
YTD Return | 9.51% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0097 |
Overview
52 Week High | 18.88 |
---|---|
52 Week Low | 14.14 |
Market Cap | 1,007.80M |
Shares Outstanding | 53.38M |
Income Dividend Yield | 0.34% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.34% |
Returns Annualized
One Day | 9,999.99% |
---|---|
Five Days | 178.92% |
One Months | 46.43% |
Three Months | 35.23% |
Six Months | 51.01% |
Nine Months | 25.45% |
One Year | 25.20% |
Three Years | 3.47% |
Five Years | 10.61% |
Ten Years | -999 |
YTD | 46.53% |
Since Inception | 9.21% |
Returns Total
One Day | 2.00% |
---|---|
Five Days | 2.05% |
One Month | 3.23% |
Three Months | 7.70% |
Six Months | 22.66% |
Nine Months | 18.52% |
One Year | 25.17% |
Three Years | 10.75% |
Five Years | 65.40% |
Ten Years | -999 |
YTD | 9.51% |
Since Inception | 94.00% |
Yearly Returns
2024 | 9.51% |
---|---|
2023 | 14.37% |
2022 | -16.70% |
2021 | 22.17% |
2020 | 17.98% |
2019 | 21.95% |
2018 | -12.27% |
2017 | 8.80% |
2016 | 10.82% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -20.24% |
---|---|
Beta | 1.39 |
Correlation | 86.51% |
Downside Deviation | 4.40% |
Coefficient of determination | 74.84% |
Standard Deviation | 5.41% |
Sharpe Ratio | -0.47 |
Sortino | -2.02 |
Treynor | 14.3 |
Ulcer Index | 6.21 |
Ulcer Performance Index | -1.43 |