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Money
Should you support your children at university or help them on to property ladder?
What parents should consider before making a financial decision
JPMorgan Mid Cap Equity A (JCMAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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59.66
-0.60
(-1.00%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
10
Number of years down
4
Best 1-yr total return (27 May 2024)
36.26%
Worst 1-yr total return (27 May 2024)
N/A
Risk statistics
3 years
JCMAX
Category average
5 years
JCMAX
Category average
10 years
JCMAX
Category average
Alpha
-5.61
-0.06
-3.16
-0.05
-2.52
-0.04
BETA
0.96
0.01
1.03
0.01
1.04
0.01
Mean annual return
0.29
0.01
0.94
0.01
0.9
0.01
R-squared
89.79
0.88
90.45
0.85
89.38
0.84
Standard deviation
17.84
0.23
19.91
0.19
16.67
0.17
Sharpe ratio
0.02
0.01
0.46
0.01
0.56
0.01
Treynor ratio
-1.27
0.11
7.34
0.11
8
0.1
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