JPMorgan Hedged Equity 2 Fund Class I (JHQDX)
Fund Info
Feb 26, 2021
$1,000,000
Expense Ratio
JHQDX has an expense ratio of 0.60%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
JPMorgan Hedged Equity 2 Fund Class I (JHQDX) returned 0.08% year-to-date (YTD) and 8.29% over the past 12 months.
JHQDX
0.08%
4.04%
0.22%
8.29%
N/A
N/A
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.37%
10.87%
Monthly Returns
The table below presents the monthly returns of JHQDX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.32% | -0.47% | -3.79% | -1.27% | 3.46% | 0.08% | |||||||
| 2024 | 0.95% | 3.50% | 1.55% | -0.42% | 2.81% | 2.35% | 0.68% | 2.09% | 1.51% | 0.05% | 2.73% | -1.04% | 18.02% |
| 2023 | 5.91% | -1.02% | 2.51% | 1.68% | 0.73% | 3.60% | 0.95% | -0.82% | -3.19% | -0.66% | 4.10% | 0.84% | 15.25% |
| 2022 | -3.39% | -1.27% | 1.64% | -5.80% | 0.51% | -4.76% | 4.90% | -1.86% | -4.06% | 0.34% | 3.74% | -8.75% | -17.99% |
| 2021 | 2.68% | 1.69% | 0.45% | 1.67% | 1.44% | 1.17% | -2.55% | 4.70% | -0.18% | 2.65% | 14.41% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 80, JHQDX is among the top 20% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Hedged Equity 2 Fund Class I (JHQDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
JPMorgan Hedged Equity 2 Fund Class I provided a 0.74% dividend yield over the last twelve months, with an annual payout of $0.14 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Dividend | $0.14 | $0.14 | $0.15 | $0.14 | $0.07 |
Dividend yield | 0.74% | 0.75% | 0.96% | 1.03% | 0.40% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Hedged Equity 2 Fund Class I. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | |||||||
| 2024 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.14 |
| 2023 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.15 |
| 2022 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.14 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Hedged Equity 2 Fund Class I. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan Hedged Equity 2 Fund Class I was 19.10%, occurring on Dec 28, 2022. Recovery took 322 trading sessions.
The current JPMorgan Hedged Equity 2 Fund Class I drawdown is 3.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.1% | Jan 5, 2022 | 247 | Dec 28, 2022 | 322 | Apr 11, 2024 | 569 |
| -9.14% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -3.17% | Aug 1, 2024 | 5 | Aug 7, 2024 | 6 | Aug 15, 2024 | 11 |
| -2.91% | Aug 31, 2021 | 24 | Oct 4, 2021 | 9 | Oct 15, 2021 | 33 |
| -2.72% | Sep 3, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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