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JEIFX: JPMorgan Enhanced Income Instl (MUTUAL FUND)
Basic Info
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/17/2001 |
| Last Dividend Date: | 06/30/2009 |
| 12-Mo. Yield | 2.03% |
| Expenses | - |
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Performance Analytics (As of 10/14/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/17/2001 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -15.0 | -8.4 | -3.6 | -2.4 | 0.4 | -24.3 | -0.0 | 5.5 | 3.2 | 1.1 | -1.0 | -0.6 | 0.1 |
| Sharpe Ratio | NA | -2.13 | -1.89 | -1.35 | -1.21 | 0.07 | -4.12 | -0.92 | 3.39 | 1.16 | 0.21 | -1.83 | -2.23 | 1.75 |
| Draw Down(%) | NA | 20.0 | 30.5 | 30.5 | 30.5 | 5.7 | 24.5 | 4.6 | 0.1 | 0.2 | 0.2 | 1.2 | 0.8 | 0.1 |
| Standard Deviation(%) | NA | 7.1 | 5.3 | 4.2 | 3.3 | 6.2 | 6.1 | 3.3 | 0.7 | 0.9 | 0.8 | 0.9 | 0.8 | 1.0 |
| Treynor Ratio | NA | 0.65 | -1.55 | -0.9 | -0.46 | -0.02 | -1.2 | -0.56 | 1.03 | 0.11 | 0.01 | -0.1 | -0.21 | 0.08 |
| Alpha | NA | -0.06 | -0.04 | -0.02 | -0.02 | 0.0 | -0.12 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 |
| Beta | NA | -0.23 | 0.06 | 0.06 | 0.09 | -0.24 | 0.21 | 0.05 | 0.02 | 0.09 | 0.17 | 0.18 | 0.08 | 0.21 |
| RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.03 | 0.22 | 0.2 | 0.09 | 0.45 |
| Yield(%) | N/A | 2.0 | 3.7 | 3.8 | N/A | 0.7 | 3.8 | 5.6 | 5.4 | 3.7 | 1.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -54.0 | 22.7 | N/A | N/A | -86.2 | -35.7 | 3.0 | 44.0 | 210.2 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/17/2001
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ULTRASHORT BOND Asset Class Trend Rankings |
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