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JPMorgan Emerging Markets Equity R4 (JHUKX)

33.48
-0.04
(-0.12%)
At close: 8:01:24 PM EDT

Fund Summary

The fund invests at least 80% of the value of its assets in equity securities and equity-related instruments that are tied economically to emerging markets. "Assets" means net assets, plus the amount of borrowings for investment purposes. It may invest in securities denominated in U.S. dollars, other major reserve currencies, such as the euro, yen and pound sterling, and currencies of other countries in which it can invest.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.68%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 3

Performance & Risk

YTD Return 11.85%
5y Average Return 5.62%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
JHUKXCategory AverageJHUKXCategory AverageJHUKXCategory Average
Alpha -4.36 0.02 -5.02 0.01 -0.35 -0.01
BETA 0.98 0.01 0.99 0.01 1.03 0.01
Mean Annual Return 0.38 0.01 0.47 0.01 0.47 0
R-squared 78.02 0.82 69.32 0.79 75.47 0.8
Standard Deviation 17.54 0.2 17.95 0.17 17.73 0.18
Sharpe Ratio 0 0.01 0.16 0.01 0.2 0
Treynor Ratio -1.62 0.1 1.32 0.11 2.06 0.04

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