JIGAX
JPMorgan US GARP Equity-A
$83.61
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 1560.681M |
| 52 Week High | 83.61 |
| 52 Week Low | 56.145 |
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Key Data
| Symbol | JIGAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 83.61 |
| Price Yesterday | 83.61 |
| Market Cap | 1,560.68 |
| YTD Return | 25.94% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0525 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0084 |
Overview
| 52 Week High | 83.61 |
|---|---|
| 52 Week Low | 56.15 |
| Market Cap | 1,560.68M |
| Shares Outstanding | 18.67M |
| Income Dividend Yield | 0.08% |
| Long Term Dividend Yield | 0.49% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.58% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 245.56% |
| One Months | 125.85% |
| Three Months | 54.26% |
| Six Months | 60.85% |
| Nine Months | 58.30% |
| One Year | 41.09% |
| Three Years | 12.63% |
| Five Years | 18.29% |
| Ten Years | 15.10% |
| YTD | 56.44% |
| Since Inception | 11.66% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 2.49% |
| One Month | 6.67% |
| Three Months | 11.24% |
| Six Months | 26.32% |
| Nine Months | 40.57% |
| One Year | 41.04% |
| Three Years | 42.63% |
| Five Years | 131.07% |
| Ten Years | 306.74% |
| YTD | 25.94% |
| Since Inception | 742.25% |
Yearly Returns
| 2024 | 25.94% |
|---|---|
| 2023 | 41.67% |
| 2022 | -27.77% |
| 2021 | 30.68% |
| 2020 | 27.43% |
| 2019 | 28.81% |
| 2018 | -3.78% |
| 2017 | 31.55% |
| 2016 | 5.45% |
| 2015 | 1.87% |
Risk against SP-DA
| Alpha | 6.74% |
|---|---|
| Beta | 1.24 |
| Correlation | 96.29% |
| Downside Deviation | 2.99% |
| Coefficient of determination | 92.73% |
| Standard Deviation | 4.15% |
| Sharpe Ratio | 0.86 |
| Sortino | 4.14 |
| Treynor | 28.77 |
| Ulcer Index | 2.81 |
| Ulcer Performance Index | 4.4 |