JXGSX
JPMorgan Access Growth-I\Disc
$20.11
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Global Allocation |
|---|---|
| Market Cap | 0M |
| 52 Week High | 20.181 |
| 52 Week Low | 16.548 |
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Key Data
| Symbol | JXGSX |
|---|---|
| Type | Mutual Fund |
| Category | Global Allocation |
| Price | 20.11 |
| Price Yesterday | 20.11 |
| Market Cap | 0.00 |
| YTD Return | 6.89% |
Overview
| 52 Week High | 20.18 |
|---|---|
| 52 Week Low | 16.55 |
| Market Cap | 0.00M |
| Shares Outstanding | 0.00M |
| Income Dividend Yield | 1.31% |
| Long Term Dividend Yield | 3.75% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.06% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 1.22% |
| Six Months | 15.65% |
| Nine Months | 23.62% |
| One Year | 15.18% |
| Three Years | 3.99% |
| Five Years | 8.43% |
| Ten Years | 6.47% |
| YTD | 13.81% |
| Since Inception | 6.96% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.30% |
| Six Months | 7.41% |
| Nine Months | 17.02% |
| One Year | 15.16% |
| Three Years | 12.40% |
| Five Years | 49.73% |
| Ten Years | 86.84% |
| YTD | 6.89% |
| Since Inception | 169.35% |
Yearly Returns
| 2024 | 6.89% |
|---|---|
| 2023 | 18.72% |
| 2022 | -16.01% |
| 2021 | 17.96% |
| 2020 | 11.71% |
| 2019 | 22.48% |
| 2018 | -7.74% |
| 2017 | 17.38% |
| 2016 | 5.14% |
| 2015 | -1.84% |
Risk against SP-DA
| Alpha | -5.76% |
|---|---|
| Beta | 0.67 |
| Correlation | 89.90% |
| Downside Deviation | 2.55% |
| Coefficient of determination | 80.81% |
| Standard Deviation | 2.39% |
| Sharpe Ratio | -1.64 |
| Sortino | -5.32 |
| Treynor | 14.7 |
| Ulcer Index | 2.68 |
| Ulcer Performance Index | -5.04 |