JHQAX vs. REMIX
Compare and contrast key facts about JPMorgan Hedged Equity Fund (JHQAX) and Standpoint Multi-Asset Fund Investor Class (REMIX).
JHQAX is managed by JPMorgan Chase. It was launched on Dec 13, 2013. REMIX is managed by Standpoint Asset Management. It was launched on Dec 30, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JHQAX or REMIX.
Correlation
The correlation between JHQAX and REMIX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JHQAX vs. REMIX - Performance Comparison
Key characteristics
JHQAX:
0.39
REMIX:
-0.93
JHQAX:
0.62
REMIX:
-1.13
JHQAX:
1.09
REMIX:
0.85
JHQAX:
0.35
REMIX:
-0.66
JHQAX:
1.54
REMIX:
-2.06
JHQAX:
2.94%
REMIX:
5.70%
JHQAX:
11.80%
REMIX:
12.61%
JHQAX:
-18.82%
REMIX:
-17.89%
JHQAX:
-10.53%
REMIX:
-17.23%
Returns By Period
In the year-to-date period, JHQAX achieves a -8.34% return, which is significantly higher than REMIX's -12.55% return.
JHQAX
-8.34%
-5.42%
-8.17%
5.12%
8.34%
7.05%
REMIX
-12.55%
-9.31%
-13.98%
-12.08%
7.08%
N/A
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JHQAX vs. REMIX - Expense Ratio Comparison
JHQAX has a 0.83% expense ratio, which is lower than REMIX's 1.55% expense ratio.
Risk-Adjusted Performance
JHQAX vs. REMIX — Risk-Adjusted Performance Rank
JHQAX
REMIX
JHQAX vs. REMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Hedged Equity Fund (JHQAX) and Standpoint Multi-Asset Fund Investor Class (REMIX). 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.
Dividends
JHQAX vs. REMIX - Dividend Comparison
JHQAX's dividend yield for the trailing twelve months is around 0.57%, less than REMIX's 6.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHQAX JPMorgan Hedged Equity Fund | 0.57% | 0.51% | 0.74% | 0.74% | 0.50% | 0.89% | 0.89% | 0.91% | 0.75% | 1.11% | 0.97% | 1.07% |
REMIX Standpoint Multi-Asset Fund Investor Class | 6.32% | 5.53% | 0.62% | 0.34% | 4.63% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JHQAX vs. REMIX - Drawdown Comparison
The maximum JHQAX drawdown since its inception was -18.82%, which is greater than REMIX's maximum drawdown of -17.89%. Use the drawdown chart below to compare losses from any high point for JHQAX and REMIX. For additional features, visit the drawdowns tool.
Volatility
JHQAX vs. REMIX - Volatility Comparison
JPMorgan Hedged Equity Fund (JHQAX) has a higher volatility of 7.78% compared to Standpoint Multi-Asset Fund Investor Class (REMIX) at 6.18%. This indicates that JHQAX's price experiences larger fluctuations and is considered to be riskier than REMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.