JHQAX vs. REMIX

In the year-to-date period, JHQAX achieves a -1.79% return, which is significantly higher than REMIX's -7.36% return.

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JHQAX has a 0.83% expense ratio, which is lower than REMIX's 1.55% expense ratio.

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.

The current JHQAX Sharpe Ratio is 0.77, which is higher than the REMIX Sharpe Ratio of -0.64. The chart below compares the historical Sharpe Ratios of JHQAX and REMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JHQAX's dividend yield for the trailing twelve months is around 0.53%, less than REMIX's 5.97% yield.

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.

The current volatility for JPMorgan Hedged Equity Fund (JHQAX) is 2.62%, while Standpoint Multi-Asset Fund Investor Class (REMIX) has a volatility of 2.77%. This indicates that JHQAX experiences smaller price fluctuations and is considered to be less risky than REMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.