Nasdaq - Delayed Quote USD
JPMorgan Large Cap Value R2 (JLVZX)
20.06
+0.55
+(2.82%)
At close: 8:01:24 PM EDT
Fund Summary
Under normal circumstances, at least 80% of the fund’s assets will be invested in equity securities of large companies, including common stocks, and debt and preferred securities which are convertible to common stock. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Value Index at the time of purchase.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.31% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -1.96% |
| 5y Average Return | 16.75% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JLVZX | Category Average | JLVZX | Category Average | JLVZX | Category Average | |
| Alpha | -4.42 | -0.01 | 1.83 | -0.03 | -2.73 | -0.03 |
| BETA | 0.96 | 0.01 | 0.93 | 0.01 | 1.07 | 0.01 |
| Mean Annual Return | 0.67 | 0.01 | 1.4 | 0.01 | 0.9 | 0.01 |
| R-squared | 77.94 | 0.78 | 65.39 | 0.83 | 75.04 | 0.84 |
| Standard Deviation | 17.77 | 0.17 | 18.46 | 0.19 | 18.92 | 0.16 |
| Sharpe Ratio | 0.2 | 0 | 0.75 | 0 | 0.47 | 0.01 |
| Treynor Ratio | 2.14 | 0.04 | 14.41 | 0.07 | 6.97 | 0.08 |
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