The Best Equity Hedged Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Equity Hedged mutual funds.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.58%
- Avg. Yield
- 0.56%
- Avg. 1 Year Return
- 4.15%
- Median Risk/Return Score
- 13 / 100
The Best Equity Hedged Mutual Funds
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Hedged Equity Fund Class I | Equity Hedged | Dec 13, 2013 | 0.58% | -1.09% | 8.80% | 0.56% | 13 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Equity Hedged Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| JPMorgan Hedged Equity Fund Class I | 13 | — | Dec 2013 |
Best-Performing Equity Hedged Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| JPMorgan Hedged Equity Fund Class I | 6.67% | — | Dec 2013 |
Lowest-Cost Equity Hedged Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| JPMorgan Hedged Equity Fund Class I | 0.58% | — | Dec 2013 |
Highest-Yield Equity Hedged Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| JPMorgan Hedged Equity Fund Class I | 0.56% | — | Dec 2013 |
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