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JPMorgan Trust I - JPMorgan Tax Aware Equity Fund (JPELX)
41.63
0.00
(0.00%)
At close: December 22 at 8:00:31 PM EST
Fund Summary
The fund invests at least 80% of its assets in equity securities. It primarily invests in common stocks of large and medium capitalization U.S. companies, but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts. The Advisor focuses on those equity securities that the Advisor considers attractively valued and seeks to outperform the Benchmark through superior stock selection.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.74% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 25.15% |
| 5y Average Return | 16.28% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JPELX | Category Average | JPELX | Category Average | JPELX | Category Average | |
| Alpha | -0.3 | 0.03 | 1.14 | 0.04 | 0.37 | 0.01 |
| BETA | 0.98 | 0.01 | 0.99 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.86 | 0.02 | 1.22 | 0.02 | 1.07 | 0.01 |
| R-squared | 97.38 | 0.89 | 97.84 | 0.87 | 97.2 | 0.87 |
| Standard Deviation | 17.36 | 0.2 | 18.97 | 0.16 | 15.54 | 0.15 |
| Sharpe Ratio | 0.46 | 0.01 | 0.67 | 0.01 | 0.74 | 0.01 |
| Treynor Ratio | 7.04 | 0.21 | 11.84 | 0.21 | 10.88 | 0.15 |
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