JPFCX
JPMorgan Equity Focus-C\Disc
$31.98
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | Large Cap |
|---|---|
| Market Cap | 227.949M |
| 52 Week High | 32.04 |
| 52 Week Low | 24.95 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | JPFCX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 31.98 |
| Price Yesterday | 31.98 |
| Market Cap | 227.95 |
| YTD Return | 24.15% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.016 |
Overview
| 52 Week High | 32.04 |
|---|---|
| 52 Week Low | 24.95 |
| Market Cap | 227.95M |
| Shares Outstanding | 7.13M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 17.33% |
| Six Months | 32.27% |
| Nine Months | 31.75% |
| One Year | 26.40% |
| Three Years | 3.02% |
| Five Years | -0.27% |
| Ten Years | 4.71% |
| YTD | 32.67% |
| Since Inception | 7.94% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 4.20% |
| Six Months | 15.12% |
| Nine Months | 22.81% |
| One Year | 26.25% |
| Three Years | 9.30% |
| Five Years | -1.33% |
| Ten Years | 58.24% |
| YTD | 24.15% |
| Since Inception | 150.43% |
Yearly Returns
| 2023 | 24.15% |
|---|---|
| 2022 | -19.27% |
| 2021 | 11.03% |
| 2020 | 8.33% |
| 2019 | 7.89% |
| 2018 | -17.92% |
| 2017 | 17.26% |
| 2016 | 6.24% |
| 2015 | 0.80% |
| 2014 | 6.57% |
Risk against SP-DA
| Alpha | 6.25% |
|---|---|
| Beta | 0.93 |
| Correlation | 95.42% |
| Downside Deviation | 5.31% |
| Coefficient of determination | 91.05% |
| Standard Deviation | 4.65% |
| Sharpe Ratio | 0.32 |
| Sortino | 0.97 |
| Treynor | 23.32 |
| Ulcer Index | 3.1 |
| Ulcer Performance Index | 1.66 |