Nasdaq - Delayed Quote USD
JPMorgan U.S. Research Enhanced Equity Fund (JDEUX)
39.54
-0.08
(-0.20%)
As of 8:09:17 AM EDT. Market Open.
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. It primarily invests in the common stocks of U.S. companies in the S&P 500 Index (which includes both large cap and mid cap companies). The fund may also invest in securities not included within the S&P 500 Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.25% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -8.68% |
| 5y Average Return | 16.78% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JDEUX | Category Average | JDEUX | Category Average | JDEUX | Category Average | |
| Alpha | 0.27 | -0.01 | 0.74 | -0.01 | -0.44 | -0.01 |
| BETA | 1 | 0.01 | 1.01 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.87 | 0.01 | 1.62 | 0.01 | 1.07 | 0.01 |
| R-squared | 99.72 | 0.94 | 99.68 | 0.95 | 99.15 | 0.95 |
| Standard Deviation | 17.24 | 0.17 | 17.08 | 0.19 | 15.73 | 0.15 |
| Sharpe Ratio | 0.34 | 0 | 0.98 | 0.01 | 0.69 | 0.01 |
| Treynor Ratio | 4.75 | 0.03 | 16.66 | 0.1 | 10.02 | 0.1 |
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