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JPMorgan US Equity R5 (JUSRX)
At close: 8:06:53 AM EST
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 | 36.07% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 27.40% |
| 5y Average Return | 16.39% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JUSRX | Category Average | JUSRX | Category Average | JUSRX | Category Average | |
| Alpha | 0.35 | -0.01 | 1.63 | -0.01 | 0.37 | -0.01 |
| BETA | 0.97 | 0.01 | 0.99 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 1.04 | 0.01 | 1.49 | 0.01 | 1.2 | 0.01 |
| R-squared | 98.92 | 0.94 | 98.54 | 0.95 | 98.03 | 0.95 |
| Standard Deviation | 16.95 | 0.17 | 18.14 | 0.19 | 15.74 | 0.15 |
| Sharpe Ratio | 0.5 | 0 | 0.85 | 0.01 | 0.8 | 0.01 |
| Treynor Ratio | 7.72 | 0.03 | 15.07 | 0.1 | 11.9 | 0.1 |
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