JPMorgan Disciplined HY ETF (JPHY)

$49.06
C Fund
+ Sector
Fund TypeETF
Fund CategoryBonds
Fund BenchmarkBond - U.S. High Yield
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
JPMorgan Disciplined HY ETF 3 0.21 -4.45% 0.75% 0.00%
Bond - U.S. High Yield 4 0.28 -5.80% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 6.21% 0.16% 6.06%
Year-to-Date -4.45% -5.80% 1.35%
1 Year -0.86% -2.22% 1.36%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

3%

(low)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 3% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.00%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$0

Real cost (fees + lost compounding)

$0

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
71%

Return in excess of styles
(over past year)
0.43%