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JPMorgan Value Advantage R4 (JVAQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.82+0.39 (+0.94%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up4
Number of years down3
Best 1-yr total return (3 Oct 2024)28.62%
Worst 1-yr total return (3 Oct 2024)N/A

Risk statistics

3 years
JVAQXCategory average
5 years
JVAQXCategory average
10 years
JVAQXCategory average
Alpha
-0.45-0.01
-3.38-0.03
-2.86-0.03
BETA
0.790.01
0.940.01
0.940.01
Mean annual return
0.870.01
1.020.01
0.850.01
R-squared
70.310.78
75.930.83
79.60.84
Standard deviation
16.390.17
19.390.19
16.10.16
Sharpe ratio
0.410
0.510
0.530.01
Treynor ratio
7.190.04
8.960.07
8.010.08