Nasdaq - Delayed Quote USD

JPMorgan Hedged Equity C (JHQCX)

33.49 -0.01 (-0.03%)
At close: 8:00:46 PM EST

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.17%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

Performance & Risk

YTD Return 19.98%
5y Average Return 10.00%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.51
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
JHQCXCategory AverageJHQCXCategory AverageJHQCXCategory Average
Alpha 2.12 0 3.26 -0 2.43 0
BETA 0.51 0 0.43 0 0.45 0
Mean Annual Return 0.72 0.01 0.84 0.01 0.66 0
R-squared 77.21 0.66 74.96 0.64 75.4 0.59
Standard Deviation 9.71 0.1 8.75 0.08 7.72 0.07
Sharpe Ratio 0.48 0.01 0.86 0.01 0.8 0.01
Treynor Ratio 8.37 -0.35 17.4 0.18 13.5 0.1

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