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JPMorgan US Equity R5 (JUSRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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23.98
-0.03
(-0.12%)
At close: 08:01PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
13
Number of years down
4
Best 1-yr total return (21 May 2024)
36.07%
Worst 1-yr total return (21 May 2024)
N/A
Risk statistics
3 years
JUSRX
Category average
5 years
JUSRX
Category average
10 years
JUSRX
Category average
Alpha
0.08
-0.01
1.48
-0.01
0.42
-0.01
BETA
0.98
0.01
1
0.01
1.02
0.01
Mean annual return
0.77
0.01
1.3
0.01
1.13
0.01
R-squared
98.48
0.94
98.58
0.95
98.02
0.95
Standard deviation
17.49
0.17
18.51
0.19
15.68
0.15
Sharpe ratio
0.36
0
0.72
0.01
0.77
0.01
Treynor ratio
5.03
0.03
12.65
0.1
11.3
0.1
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