Canada markets close in 53 minutes

JPMorgan Trust I - JPMorgan Tax Aware Equity Fund (JPELX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
41.630.00 (0.00%)
As of 09:00PM EDT. Market open.

Risk Overview

Morningstar Risk Rating★★
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Dec 18, 2023)30.74%
Worst 1 Yr Total Return (Dec 18, 2023)N/A

Risk Statistics

3 Years
JPELXCategory Average
5 Years
JPELXCategory Average
10 Years
JPELXCategory Average
Alpha
-0.30.03
1.140.04
0.370.01
BETA
0.980.01
0.990.01
1.010.01
Mean Annual Return
0.860.02
1.220.02
1.070.01
R-squared
97.380.89
97.840.87
97.20.87
Standard Deviation
17.360.2
18.970.16
15.540.15
Sharpe Ratio
0.460.01
0.670.01
0.740.01
Treynor Ratio
7.040.21
11.840.21
10.880.15