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8,229.57
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AIM
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Money
Best UK mortgage deals of the week
Average two-year mortgage deal is now around 6%
JPMorgan Small Cap Value I (PSOPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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26.91
+0.03
(+0.11%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
19
Number of years down
9
Best 1-yr total return (17 Jun 2024)
36.44%
Worst 1-yr total return (17 Jun 2024)
N/A
Risk statistics
3 years
PSOPX
Category average
5 years
PSOPX
Category average
10 years
PSOPX
Category average
Alpha
-7.45
-0.12
-5.68
-0.08
-5.96
-0.07
BETA
1
0.01
1.13
0.01
1.12
0.01
Mean annual return
0.28
0.01
1.05
0.01
0.72
0.01
R-squared
71.88
0.78
72.8
0.72
69.01
0.73
Standard deviation
21.04
0.28
24.18
0.23
20.62
0.2
Sharpe ratio
0
0
0.43
0.01
0.34
0.01
Treynor ratio
-2.1
0.06
6.94
0.09
4.57
0.08
Data disclaimer
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