JCMAX
JPMorgan MidCap Equity-A
$58.86
-0.20 (-0.34%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 4506.587M |
| 52 Week High | 62.12 |
| 52 Week Low | 47.729 |
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Key Data
| Symbol | JCMAX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 58.86 |
| Price Yesterday | 59.06 |
| Market Cap | 4,506.59 |
| YTD Return | 3.70% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0525 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0114 |
Overview
| 52 Week High | 62.12 |
|---|---|
| 52 Week Low | 47.73 |
| Market Cap | 4,506.59M |
| Shares Outstanding | 76.56M |
| Income Dividend Yield | 0.30% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.30% |
Returns Annualized
| One Day | -57.50% |
|---|---|
| Five Days | 9.90% |
| One Months | -4.39% |
| Three Months | -14.78% |
| Six Months | 9.39% |
| Nine Months | 22.79% |
| One Year | 11.84% |
| Three Years | 1.44% |
| Five Years | 9.32% |
| Ten Years | 9.25% |
| YTD | 7.30% |
| Since Inception | 12.33% |
Returns Total
| One Day | -0.34% |
|---|---|
| Five Days | 0.19% |
| One Month | -0.36% |
| Three Months | -3.85% |
| Six Months | 4.51% |
| Nine Months | 16.44% |
| One Year | 11.83% |
| Three Years | 4.37% |
| Five Years | 55.97% |
| Ten Years | 141.71% |
| YTD | 3.70% |
| Since Inception | 448.66% |
Yearly Returns
| 2024 | 3.70% |
|---|---|
| 2023 | 15.87% |
| 2022 | -16.25% |
| 2021 | 19.76% |
| 2020 | 22.34% |
| 2019 | 32.56% |
| 2018 | -8.51% |
| 2017 | 20.96% |
| 2016 | 6.98% |
| 2015 | -0.22% |
Risk against SP-DA
| Alpha | -13.68% |
|---|---|
| Beta | 0.86 |
| Correlation | 77.63% |
| Downside Deviation | 3.09% |
| Coefficient of determination | 60.26% |
| Standard Deviation | 3.58% |
| Sharpe Ratio | -1.36 |
| Sortino | -5.45 |
| Treynor | 7.49 |
| Ulcer Index | 4.6 |
| Ulcer Performance Index | -3.67 |