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JPMorgan Trust I - JPMorgan Tax Aware Equity Fund (JPECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.060.00 (0.00%)
At close: 09:00PM EDT

Risk overview

Morningstar risk rating★★
Number of years up9
Number of years down2
Best 1-yr total return (18 Dec 2023)33.90%
Worst 1-yr total return (18 Dec 2023)N/A

Risk statistics

3 years
JPECXCategory average
5 years
JPECXCategory average
10 years
JPECXCategory average
Alpha
-1.310.03
0.140.04
-0.590.01
BETA
0.980.01
0.980.01
1.010.01
Mean annual return
0.780.02
1.130.02
0.990.01
R-squared
97.380.89
97.850.87
97.210.87
Standard deviation
17.350.2
18.950.16
15.530.15
Sharpe ratio
0.40.01
0.620.01
0.680.01
Treynor ratio
5.930.21
10.70.21
9.830.15