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JPMorgan US Equity R5 (JUSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.88+0.09 (+0.36%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up13
Number of years down4
Best 1-yr total return (2 Jul 2024)36.07%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
JUSRXCategory average
5 years
JUSRXCategory average
10 years
JUSRXCategory average
Alpha
0.64-0.01
1.56-0.01
0.34-0.01
BETA
0.980.01
10.01
1.020.01
Mean annual return
0.970.01
1.430.01
1.160.01
R-squared
98.650.94
98.520.95
98.030.95
Standard deviation
17.710.17
18.110.19
15.740.15
Sharpe ratio
0.470
0.820.01
0.780.01
Treynor ratio
7.30.03
14.520.1
11.580.1