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ALL ORDS
8,013.80
+11.00
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JPMorgan US Small Company A (JTUAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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17.57
+0.09
(+0.51%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
11
Number of years down
5
Best 1-yr total return (27 June 2024)
40.03%
Worst 1-yr total return (27 June 2024)
N/A
Risk statistics
3 years
JTUAX
Category average
5 years
JTUAX
Category average
10 years
JTUAX
Category average
Alpha
-7.48
-0.09
-4.95
-0.06
-5.23
-0.06
BETA
1.03
0.01
1.13
0.01
1.14
0.01
Mean annual return
0.29
0.01
1.1
0.01
0.79
0.01
R-squared
77.36
0.83
79.33
0.77
75.27
0.78
Standard deviation
20.88
0.26
23.04
0.21
20.01
0.19
Sharpe ratio
0.01
0
0.48
0.01
0.4
0.01
Treynor ratio
-1.84
0.08
7.87
0.1
5.46
0.09
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