Nasdaq - Delayed Quote USD

JPMorgan US Equity R6 (JUEMX)

24.88 +0.11 (+0.44%)
At close: 8:00 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund 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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 36.20%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return 16.28%
5y Average Return 16.73%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
JUEMXCategory AverageJUEMXCategory AverageJUEMXCategory Average
Alpha 0.49 -0.01 1.7 -0.01 0.38 -0.01
BETA 0.98 0.01 1 0.01 1.02 0.01
Mean Annual Return 0.91 0.01 1.51 0.01 1.17 0.01
R-squared 98.71 0.94 98.5 0.95 98 0.95
Standard Deviation 17.65 0.17 18.07 0.19 15.7 0.15
Sharpe Ratio 0.41 0 0.87 0.01 0.79 0.01
Treynor Ratio 6.18 0.03 15.45 0.1 11.66 0.1

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