VSSCX
JPMorgan SmallCap Sustainable Leade\Disc
$40.81
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap |
|---|---|
| Market Cap | 12.591M |
| 52 Week High | 40.82 |
| 52 Week Low | 31.618 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | VSSCX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap |
| Price | 40.81 |
| Price Yesterday | 40.81 |
| Market Cap | 12.59 |
| YTD Return | 4.72% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.007 |
Overview
| 52 Week High | 40.82 |
|---|---|
| 52 Week Low | 31.62 |
| Market Cap | 12.59M |
| Shares Outstanding | 0.31M |
| Income Dividend Yield | 0.57% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.57% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 10.85% |
| Six Months | 14.70% |
| Nine Months | 29.80% |
| One Year | 12.29% |
| Three Years | -4.67% |
| Five Years | 4.56% |
| Ten Years | 5.80% |
| YTD | 9.36% |
| Since Inception | 6.93% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 2.56% |
| Six Months | 6.97% |
| Nine Months | 21.33% |
| One Year | 12.27% |
| Three Years | -13.32% |
| Five Years | 24.89% |
| Ten Years | 75.44% |
| YTD | 4.72% |
| Since Inception | 529.10% |
Yearly Returns
| 2024 | 4.72% |
|---|---|
| 2023 | 9.18% |
| 2022 | -20.76% |
| 2021 | 12.94% |
| 2020 | 13.89% |
| 2019 | 24.54% |
| 2018 | -11.82% |
| 2017 | 15.30% |
| 2016 | 20.37% |
| 2015 | -5.39% |
Risk against SP-DA
| Alpha | -22.17% |
|---|---|
| Beta | 1.25 |
| Correlation | 79.20% |
| Downside Deviation | 4.58% |
| Coefficient of determination | 62.73% |
| Standard Deviation | 5.06% |
| Sharpe Ratio | -0.94 |
| Sortino | -3.59 |
| Treynor | 5.54 |
| Ulcer Index | 6.6 |
| Ulcer Performance Index | -2.49 |