Nasdaq - Delayed Quote USD

JPMorgan Small Cap Equity R6 (VSENX)

48.41
-3.35
(-6.47%)
As of 8:07:20 AM EDT. Market Open.

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Index at the time of purchase.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 28.72%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return -5.31%
5y Average Return 14.83%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
VSENXCategory AverageVSENXCategory AverageVSENXCategory Average
Alpha -6.94 -0.09 -4.74 -0.06 -4.9 -0.06
BETA 1.07 0.01 1.04 0.01 1.08 0.01
Mean Annual Return 0.3 0.01 1.2 0.01 0.75 0.01
R-squared 76.18 0.83 75.48 0.77 79.66 0.78
Standard Deviation 21.18 0.26 20.17 0.21 18.67 0.19
Sharpe Ratio -0.04 0 0.58 0.01 0.38 0.01
Treynor Ratio -2.9 0.08 10.04 0.1 5.14 0.09

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