JPMorgan Small Cap Value Fund Class R6 (JSVUX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 3.38% | 0.29% | 3.09% |
Year-to-Date | -1.30% | -5.99% | 4.69% |
1 Year | 11.11% | 0.00% | 11.11% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
44%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 44% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.85%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,077
Real cost (fees + lost compounding)
$1,333
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
-3.96%