Nasdaq - Delayed Quote USD
JPMorgan US Sustainable Leaders A (JICAX)
69.57
-0.15
(-0.22%)
At close: 8:01:24 PM EDT
Fund Summary
The fund primarily invests in large-cap and mid-cap common stocks, and under normal circumstances, it invests at least 80% of its assets in the equity securities of U.S. companies meeting the adviser’s sustainability criteria. The fund may use futures contracts to gain or reduce exposure to its index, maintain liquidity and minimize transaction costs.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.11% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -9.38% |
| 5y Average Return | 14.57% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JICAX | Category Average | JICAX | Category Average | JICAX | Category Average | |
| Alpha | -0.56 | -0.01 | -1.25 | -0.01 | -0.89 | -0.01 |
| BETA | 1.01 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.81 | 0.01 | 1.44 | 0.01 | 1.01 | 0.01 |
| R-squared | 98.52 | 0.94 | 97.78 | 0.95 | 97.62 | 0.95 |
| Standard Deviation | 17.61 | 0.17 | 17.1 | 0.19 | 15.51 | 0.15 |
| Sharpe Ratio | 0.3 | 0 | 0.85 | 0.01 | 0.65 | 0.01 |
| Treynor Ratio | 3.83 | 0.03 | 14.31 | 0.1 | 9.51 | 0.1 |
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