ACAYX vs. JUEMX

In the year-to-date period, ACAYX achieves a -0.22% return, which is significantly higher than JUEMX's -1.04% return.

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ACAYX has a 0.83% expense ratio, which is higher than JUEMX's 0.44% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Institutional Fund Class Y (ACAYX) and JPMorgan U.S. Equity Fund R6 (JUEMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current ACAYX Sharpe Ratio is 0.40, which is higher than the JUEMX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of ACAYX and JUEMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACAYX has not paid dividends to shareholders, while JUEMX's dividend yield for the trailing twelve months is around 0.74%.

The maximum ACAYX drawdown since its inception was -52.18%, which is greater than JUEMX's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for ACAYX and JUEMX. For additional features, visit the drawdowns tool.

Alger Capital Appreciation Institutional Fund Class Y (ACAYX) has a higher volatility of 9.16% compared to JPMorgan U.S. Equity Fund R6 (JUEMX) at 6.58%. This indicates that ACAYX's price experiences larger fluctuations and is considered to be riskier than JUEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.