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HLEIX: JPMORGAN EQUITY INDEX FUND SELECT CLASS (MUTUAL FUND)
Basic Info 82.93 0.6(0.73%) April 25
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 07/30/1991 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 1.00% |
| Expenses | 0.20% |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/30/1991 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.6 | -6.0 | 10.4 | 10.1 | 15.4 | 11.7 | 12.4 | 10.0 | 9.8 | 24.8 | 26.0 | -18.3 | 26.8 | 18.2 | 31.2 | -4.6 | 22.4 | 11.7 | 0.8 | 13.3 | 32.1 | 15.8 | 2.0 | 15.0 | 26.4 | -37.1 | 5.3 | 15.6 | 4.7 | 10.5 | 28.2 | -22.3 | -12.2 | -9.3 | 20.5 | 28.2 | 33.0 | 22.6 | 32.6 | -0.6 | 8.2 | 5.7 | 9.1 |
| Sharpe Ratio | NA | -0.72 | 0.21 | 0.31 | 0.71 | 0.54 | NA | NA | 0.44 | 1.44 | 1.68 | -0.82 | 2.02 | 0.52 | 2.39 | -0.35 | 3.26 | 0.87 | 0.05 | 1.16 | 2.93 | 1.24 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.23 | 0.25 | 0.86 | 1.62 | -0.9 | -0.68 | -0.6 | 0.96 | 1.23 | 1.63 | 1.62 | 3.37 | -0.37 | 0.71 | 0.34 | 1.43 |
| Draw Down(%) | NA | 19.0 | 19.0 | 19.0 | 24.6 | 33.7 | NA | NA | 55.2 | 8.5 | 10.0 | 24.6 | 5.1 | 33.7 | 6.7 | 19.4 | 2.6 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.7 | 15.5 | 27.1 | 47.7 | 9.9 | 7.5 | 7.0 | 7.5 | 13.8 | 33.1 | 29.2 | 16.6 | 11.9 | 19.1 | 10.7 | 7.4 | 5.7 | 8.6 | 4.9 | 5.8 | 5.4 |
| Standard Deviation(%) | NA | 28.7 | 19.4 | 18.6 | 18.0 | 18.4 | NA | NA | 18.3 | 12.7 | 13.1 | 24.2 | 13.3 | 34.6 | 12.5 | 17.1 | 6.7 | 13.1 | 15.5 | 11.4 | 10.9 | 12.7 | 23.5 | 18.2 | 27.2 | 41.0 | 16.0 | 10.0 | 10.3 | 11.1 | 17.0 | 26.0 | 21.6 | 22.2 | 18.0 | 20.3 | 18.0 | 11.7 | 8.5 | 9.8 | 8.6 | 9.6 | 13.5 |
| Treynor Ratio | NA | -0.21 | 0.04 | 0.06 | 0.13 | 0.1 | NA | NA | 0.08 | 0.18 | 0.22 | -0.2 | 0.27 | 0.18 | 0.3 | -0.06 | 0.22 | 0.12 | 0.01 | 0.13 | 0.33 | 0.16 | 0.02 | 0.15 | 0.26 | -0.38 | 0.02 | 0.13 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | NA | NA | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 0.98 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 1.01 | 0.98 | 1.0 | 0.99 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.68 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 0.98 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.3 | 1.9 | 4.3 | 6.5 | 5.6 | N/A | 1.4 | 1.7 | 1.2 | 1.4 | 1.8 | 2.6 | 2.0 | 3.6 | 11.5 | 17.0 | 9.4 | 9.0 | 2.3 | 1.9 | 2.1 | 2.5 | 1.8 | 1.8 | 1.8 | 1.7 | 1.8 | 1.6 | 1.1 | 0.9 | 0.8 | 2.6 | 5.3 | 5.3 | 3.4 | 2.5 | 2.4 | 2.6 | 2.2 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | -19.6 | -2.3 | -69.6 | 61.9 | 228.6 | N/A | N/A | 2.0 | 11.0 | 10.2 | -14.0 | -9.5 | 20.2 | -34.0 | -67.8 | -44.5 | 89.1 | 23.7 | 347.3 | 21.0 | 2.0 | 1.9 | -11.4 | 0.7 | 14.0 | 9.7 | 4.2 | 40.2 | 13.6 | 6.7 | -3.9 | -62.0 | -40.5 | 29.4 | 84.4 | 72.1 | 2.4 | -2.3 | 24.4 | 71.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/1991
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See LARGE BLEND Asset Class Trend Rankings |
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