JUSQX
JPMorgan US Small Company-R4
$18.00
-0.06 (-0.33%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap |
|---|---|
| Market Cap | 951.343M |
| 52 Week High | 18.94 |
| 52 Week Low | 14.137 |
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Key Data
| Symbol | JUSQX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap |
| Price | 18 |
| Price Yesterday | 18.06 |
| Market Cap | 951.34 |
| YTD Return | 4.41% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0097 |
Overview
| 52 Week High | 18.94 |
|---|---|
| 52 Week Low | 14.14 |
| Market Cap | 951.34M |
| Shares Outstanding | 52.85M |
| Income Dividend Yield | 0.35% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.35% |
Returns Annualized
| One Day | -56.80% |
|---|---|
| Five Days | -15.45% |
| One Months | -5.44% |
| Three Months | -12.11% |
| Six Months | 13.82% |
| Nine Months | 24.81% |
| One Year | 12.37% |
| Three Years | 1.11% |
| Five Years | 9.50% |
| Ten Years | -999 |
| YTD | 8.73% |
| Since Inception | 8.21% |
Returns Total
| One Day | -0.33% |
|---|---|
| Five Days | -0.33% |
| One Month | -0.44% |
| Three Months | -3.12% |
| Six Months | 6.57% |
| Nine Months | 17.86% |
| One Year | 12.36% |
| Three Years | 3.37% |
| Five Years | 57.21% |
| Ten Years | -999 |
| YTD | 4.41% |
| Since Inception | 84.98% |
Yearly Returns
| 2024 | 4.41% |
|---|---|
| 2023 | 14.37% |
| 2022 | -16.70% |
| 2021 | 22.17% |
| 2020 | 17.98% |
| 2019 | 21.95% |
| 2018 | -12.27% |
| 2017 | 8.80% |
| 2016 | 10.83% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -20.14% |
|---|---|
| Beta | 1.16 |
| Correlation | 71.40% |
| Downside Deviation | 4.07% |
| Coefficient of determination | 50.98% |
| Standard Deviation | 5.24% |
| Sharpe Ratio | -0.9 |
| Sortino | -4.01 |
| Treynor | 6.01 |
| Ulcer Index | 6.55 |
| Ulcer Performance Index | -2.5 |