Nasdaq - Delayed Quote USD

JPMorgan Hedged Equity I (JHEQX)

33.93 -0.01 (-0.03%)
At close: 8:00:46 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 20.83%
5y Average Return 10.83%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Dec 17, 2024) 16.06%
Worst 1Y Total Return (Dec 17, 2024) --
Best 3Y Total Return 16.06%
Worst 3Y Total Return 5.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JHEQX
Category
YTD
20.33%
6.64%
1-Month
3.49%
1.03%
3-Month
5.46%
3.58%
1-Year
21.64%
16.67%
3-Year
9.25%
6.96%
5-Year
10.92%
6.01%
10-Year
8.71%
4.42%
Last Bull Market
12.98%
12.48%
Last Bear Market
-5.33%
-10.95%

Annual Total Return (%) History

Year
JHEQX
Category
2024
--
--
2023
16.06%
--
2022
-8.06%
--
2021
13.43%
--
2020
14.10%
7.16%
2019
13.31%
11.34%
2018
-0.71%
-3.45%
2017
12.70%
6.02%

2016
9.58%
3.31%
2015
-1.43%
-1.77%
2014
9.62%
2.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.83% 4.73% 5.17% --
2023 6.81% 5.93% -2.87% 5.60%
2022 -4.60% -5.33% -4.72% 6.84%
2021 4.54% 4.02% -0.16% 4.49%
2020 -4.93% 9.06% 4.76% 5.04%
2019 3.91% 3.44% 1.07% 4.31%
2018 -1.86% 3.07% 3.78% -5.42%
2017 3.79% 2.16% 3.23% 2.96%
2016 0.13% 1.98% 3.23% 3.96%
2015 0.89% -0.25% -5.75% 3.92%

2014 1.71% 2.71% 0.85% 4.05%

Rank in Category (By Total Return)

YTD 20
1-Month 55
3-Month 22
1-Year 35
3-Year 8
5-Year 6

Load Adjusted Returns

1-Year 21.64%
3-Year 9.25%
5-Year 10.92%
10-Year 8.71%

Performance & Risk

YTD Return 20.83%
5y Average Return 10.83%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.51
Morningstar Risk Rating

Fund Overview

Category Options Trading
Fund Family JPMorgan
Net Assets 21.37B
YTD Return 20.33%
Yield 0.77%
Morningstar Rating
Inception Date Dec 13, 2013

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The advisor uses an enhanced index strategy to invest in these equity securities, which primarily consist of common stocks of large capitalization U.S. companies. The fund's investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the S&P 500 Index.

Related Tickers

WWWFX Kinetics Internet No Load
113.85
+0.13%
 
KINCX Kinetics Internet Adv C
83.75
+0.13%
 
KINAX Kinetics Internet Adv A
102.71
+0.14%
 
KMKYX Kinetics Market Opportunities Inst
85.00
-0.58%
 
KMKCX Kinetics Market Opportunities Adv C
77.33
-0.59%
 
KMKNX Kinetics Market Opportunities No Load
83.47
-0.58%
 
KMKAX Kinetics Market Opportunities Adv A
81.86
-0.58%
 
BIOIX Baron Opportunity Fund
52.92
-4.42%
 
BIOPX Baron Opportunity Fund
49.43
-4.69%
 
FBTIX Fidelity Advisor Biotechnology Fund
32.95
+0.86%
 
FIJYX Fidelity Advisor Biotechnology Z
33.05
+0.85%
 
PDEAX PGIM Jennison Emerging Markets Equity Opportunities Fund
17.76
+0.85%
 
FBTTX Fidelity Advisor Biotechnology Fund
27.48
+0.84%
 
FBTAX Fidelity Advisor Biotechnology Fund
30.09
+0.84%
 
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
18.21
+0.83%
 
PDEQX PGIM Jennison Emerging Markets Equity Opportunities Fund
18.25
+0.83%
 
VLNPX Voya Small Cap Growth R6
45.00
-0.97%
 
TCMSX Voya Small Cap Growth I
44.95
-0.95%
 
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
 
WIESX Wasatch Emerging Markets Select Instl
17.74
+0.68%
 
PHSZX PGIM Jennison Health Sciences Z
50.65
+0.68%
 
PHLQX PGIM Jennison Health Sciences R6
51.14
+0.67%
 
PHLAX PGIM Jennison Health Sciences A
40.66
+0.67%
 
PJHRX PGIM Jennison Health Sciences R
37.82
+0.67%
 
PHLCX PGIM Jennison Health Sciences C
18.38
+0.66%
 
WAESX Wasatch Emerging Markets Select Investor
17.24
+0.64%
 
BPTIX Baron Partners Institutional
240.73
+0.56%
 
BPTRX Baron Partners Retail
230.56
+0.53%
 
LSGGX Loomis Sayles Global Growth Y
22.25
+0.50%
 
LSNGX Loomis Sayles Global Growth N
22.31
+0.50%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
65.38
+0.49%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
82.23
+0.49%
 
LSAGX Loomis Sayles Global Growth A
21.85
+0.46%
 
LSCGX Loomis Sayles Global Growth C
20.41
+0.44%
 
QCACX Federated Hermes MDT All Cap Core C
40.68
-0.66%
 
QKACX Federated Hermes MDT All Cap Core R6
46.03
-0.67%
 
QAACX Federated Hermes MDT All Cap Core A
46.32
-0.66%
 
FPHAX Fidelity Select Pharmaceuticals Port
26.90
+0.41%
 
QIACX Federated Hermes MDT All Cap Core IS
47.35
-0.65%
 
RYGBX Rydex Government Long Bd 1.2x Strat Inv
21.46
+0.37%
 
BGLTX Baillie Gifford Long Term Global Growth Fund
35.23
+0.36%
 
TIBRX Thornburg Investment Income Builder R3
25.75
-0.69%
 
YFSNX AMG Yacktman Global N
14.33
-0.76%
 
LGRCX Loomis Sayles Growth Fund
24.41
+0.25%
 
TIBMX Thornburg Investment Income Builder R5
25.94
-0.69%
 
TIBIX Thornburg Investment Income Builder I
25.96
-0.69%
 
LSGRX Loomis Sayles Growth Y
32.78
+0.21%
 
LGRNX Loomis Sayles Growth Fund
32.89
+0.21%
 
LGRRX Loomis Sayles Growth Fund
29.42
+0.20%
 
NWADX Nationwide Loomis All Cap Gr Eagle
21.94
+0.18%
 
NWZNX Nationwide Loomis All Cap Gr Instl Svc
21.98
+0.18%
 
NWZMX Nationwide Loomis All Cap Gr R6
22.06
+0.18%
 
BIVSX Invenomic Super Institutional
17.04
+0.18%
 
HMEZX NexPoint Merger Arbitrage Z
19.94
0.00%
 
FLCEX Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
20.97
+0.14%
 
NWZLX Nationwide Loomis All Cap Gr A
21.30
+0.14%
 
ACFSX American Century Focused Dynamic Gr I
74.36
+0.13%
 
BGRSX The RBB Fund, Inc. - Boston Partners Global Long/Short Fund
15.12
+0.13%
 
ACFCX American Century Focused Dynamic Gr R
69.30
+0.13%
 
BGLSX The RBB Fund, Inc. - Boston Partners Global Long/Short Fund
15.43
+0.13%
 
ACFDX American Century Focused Dynamic Gr A
71.12
+0.13%
 
SSHFX Sound Shore Investor
48.51
+0.12%
 
ACFOX American Century Focused Dynamic Gr Inv
72.98
+0.12%
 
SSHVX Sound Shore Institutional
49.22
+0.12%
 
BIVRX Invenomic Investor
16.47
+0.12%
 
BIVIX Invenomic Institutional
16.80
+0.12%
 
HMECX NexPoint Merger Arbitrage C
18.93
0.00%
 
IFPUX Independent Franchise Partners US Equity
19.26
+0.10%
 
JFNAX Janus Henderson Global Life Sciences Fund
68.27
+0.10%
 
HMEAX NexPoint Merger Arbitrage A
19.52
0.00%
 
JFNCX Janus Henderson Global Life Sciences Fund
58.88
+0.10%
 
PTAOX Performance Trust Total Return Bd A
19.72
+0.10%
 
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
69.80
+0.10%
 
JNGLX Janus Henderson Global Life Sciences D
69.96
+0.10%
 
JFNIX Janus Henderson Global Life Sciences Fund
70.09
+0.10%
 
JFNSX Janus Henderson Global Life Sciences Fund
66.38
+0.09%
 
JAGLX Janus Henderson Global Life Sciences T
69.53
+0.09%
 
CMNIX Calamos Market Neutral Income I
15.09
+0.07%
 
CVSOX Calamos Market Neutral Income R6
15.10
+0.07%
 
CVSIX Calamos Market Neutral Income A
15.29
+0.07%
 
SIUSX Guggenheim Core Bond Fund A
16.23
0.00%
 
SIUPX Guggenheim Core Bond Fund P
16.25
+0.06%
 
ARINX Archer Income
18.12
0.00%
 
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
 
PTIAX Performance Trust Total Return Bd Inst
19.69
+0.05%
 
ARTYX Artisan Developing World Investor
22.15
+0.05%
 
GIBAX Guggenheim Total Return Bond A
23.67
0.00%
 
AMFIX AAMA Income
23.92
0.00%
 
GMODX GMO Opportunistic Income Fund
24.23
0.00%
 
CNFRX Columbia Bond Inst2
29.35
0.00%
 
CBFYX Columbia Bond Inst3
29.49
0.00%
 
FABLX Fidelity Advisor Series I - Fidelity Advisor Balanced Fund
29.21
0.00%
 
CDSIX Calvert Short Duration Income Fund
15.74
0.00%
 
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.79
0.00%
 
VWSTX Vanguard Ultra Short-Term Tx-Ex
15.79
0.00%
 
GIBRX Guggenheim Total Return Bond R6
23.70
0.00%
 
CLDRX Calvert Core Bond Income R6
15.69
0.00%
 
CDSRX Calvert Short Duration Income R6
15.74
0.00%
 
GMOLX GMO Opportunistic Income Fund
24.17
0.00%
 
CVSCX Calamos Market Neutral Income C
15.34
0.00%