JPMorgan Small Cap Value Fund Class R2 (JSVZX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.89% | -0.22% | 3.11% |
Year-to-Date | 4.52% | 1.62% | 2.90% |
1 Year | 19.61% | 0.00% | 19.61% |
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
- 1.49%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,830
Real cost (fees + lost compounding)
$2,271
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
-4.49%