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JCHAX: JPMORGAN CHINA REGION FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | China Region |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/05/2007 |
| Last Dividend Date: | 12/20/2016 |
| 12-Mo. Yield | 7.79% |
| Expenses | 2.00% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/05/2007 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.5 | 7.8 | 5.6 | 7.7 | 44.2 | -0.8 | -5.7 | 5.0 | 11.0 | 25.5 | -24.8 | 15.6 | 62.7 | -50.7 | 59.8 |
| Sharpe Ratio | NA | 3.02 | 0.59 | 0.66 | 0.05 | 0.28 | 5.2 | -0.06 | -0.26 | 0.35 | 0.71 | 1.46 | -0.93 | 0.78 | 2.02 | -1.0 | 2.74 |
| Draw Down(%) | NA | 8.5 | 34.8 | 34.8 | 67.2 | 67.2 | 3.9 | 16.3 | 28.9 | 9.3 | 14.1 | 14.6 | 34.6 | 16.6 | 19.7 | 61.5 | 21.1 |
| Standard Deviation(%) | NA | 11.2 | 17.7 | 16.6 | 25.8 | 25.6 | 10.5 | 17.9 | 21.9 | 14.0 | 15.4 | 17.5 | 26.7 | 20.0 | 30.9 | 51.7 | 26.7 |
| Treynor Ratio | NA | 560.84 | 70.65 | 59.77 | 1.77 | 9.01 | 1078.1 | -0.02 | -0.07 | 0.07 | 0.16 | 0.31 | -0.27 | 0.19 | 0.9 | -0.89 | 1.18 |
| Alpha | NA | 0.11 | 0.03 | 0.03 | -0.02 | 0.02 | 0.17 | -0.01 | -0.01 | -0.01 | 0.02 | 0.01 | 0.02 | 0.01 | 0.07 | -0.04 | 0.07 |
| Beta | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.52 | 0.82 | 0.73 | 0.66 | 0.82 | 0.91 | 0.82 | 0.7 | 0.58 | 0.62 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.42 | 0.73 | 0.49 | 0.45 | 0.59 | 0.72 | 0.72 | 0.74 | 0.57 | 0.67 |
| Yield(%) | N/A | 7.8 | 10.1 | 7.6 | 2.7 | N/A | 0.0 | 8.6 | 22.7 | 1.7 | 0.3 | 0.0 | 0.7 | 0.2 | 0.6 | 0.0 | 1.3 |
| Dividend Growth(%) | N/A | -5.1 | 3234.0 | 1487.7 | N/A | N/A | -100.0 | -73.7 | 1287.2 | 462.5 | N/A | -100.0 | 288.6 | -48.5 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See China Region Asset Class Trend Rankings |
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