JPMorgan Disciplined HY ETF (JPHY)

50.79
as of: 10/12/18
C Fund
Sector
Fund TypeETF
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
JPMorgan Disciplined HY ETF 3 0.14 6.62% -1.61% 0.00%
U.S. All Cap 12 0.99 16.34% - -

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

Performance & Return

Return
Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 2.88% 8.78% -5.90%
Year-to-Date 6.62% 16.34% -9.71%
1 Year 6.20% 9.90% -3.70%

Risk, Fees & Styles

(as of 9/30/2018)
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)
47%

Return in excess of styles
(over past year)
-2.26%

  • SECTOR
  • U.S. Equities - Growth
  • U.S. Equities - Core
  • U.S. Equities - Value
  • International Equities
  • Alternative Assets
  • Bonds - U.S. Govt.
  • Bonds - Credit & Intl.