Nasdaq - Delayed Quote USD

JPMorgan Hedged Equity R5 (JHQPX)

34.00 -0.01 (-0.03%)
At close: 8:00:46 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 20.99%
5y Average Return 10.99%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Dec 17, 2024) 16.25%
Worst 1Y Total Return (Dec 17, 2024) --
Best 3Y Total Return 16.25%
Worst 3Y Total Return 6.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JHQPX
Category
YTD
20.50%
6.64%
1-Month
3.48%
1.03%
3-Month
5.51%
3.58%
1-Year
21.80%
16.67%
3-Year
9.41%
6.96%
5-Year
11.09%
6.01%
10-Year
8.89%
4.42%
Last Bull Market
13.04%
12.48%
Last Bear Market
-5.29%
-10.95%

Annual Total Return (%) History

Year
JHQPX
Category
2024
--
--
2023
16.25%
--
2022
-7.94%
--
2021
13.62%
--
2020
14.23%
7.16%
2019
13.45%
11.34%
2018
-0.51%
-3.45%
2017
12.92%
6.02%

2016
9.78%
3.31%
2015
-1.27%
-1.77%
2014
9.88%
2.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.86% 4.76% 5.22% --
2023 6.84% 6.00% -2.83% 5.63%
2022 -4.59% -5.29% -4.67% 6.87%
2021 4.61% 4.01% -0.09% 4.52%
2020 -4.88% 9.08% 4.79% 5.07%
2019 3.94% 3.48% 1.10% 4.33%
2018 -1.81% 3.07% 3.92% -5.40%
2017 3.83% 2.25% 3.26% 3.01%
2016 0.11% 2.10% 3.27% 4.00%
2015 0.94% -0.21% -5.73% 3.98%

2014 1.75% 2.81% 0.85% 4.14%

Rank in Category (By Total Return)

YTD 19
1-Month 55
3-Month 20
1-Year 35
3-Year 8
5-Year 5

Load Adjusted Returns

1-Year 21.80%
3-Year 9.41%
5-Year 11.09%
10-Year 8.89%

Performance & Risk

YTD Return 20.99%
5y Average Return 10.99%
Rank in Category (ytd) 19
% 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 20.50%
Yield 0.89%
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.

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