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JPMorgan US Equity R3 (JUEPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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24.33
-0.07
(-0.29%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
5
Number of years down
2
Best 1-yr total return (27 June 2024)
31.62%
Worst 1-yr total return (27 June 2024)
N/A
Risk statistics
3 years
JUEPX
Category average
5 years
JUEPX
Category average
10 years
JUEPX
Category average
Alpha
0.07
-0.01
1.17
-0.01
0.02
-0.01
BETA
0.98
0.01
0.99
0.01
1.02
0.01
Mean annual return
0.89
0.01
1.46
0.01
1.12
0.01
R-squared
98.58
0.94
98.53
0.95
98.01
0.95
Standard deviation
17.62
0.17
18.22
0.19
15.72
0.15
Sharpe ratio
0.42
0
0.84
0.01
0.75
0.01
Treynor ratio
6.38
0.03
14.89
0.1
11.1
0.1
Data disclaimer
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