JHQDX vs. JHEQX
Compare and contrast key facts about JPMorgan Hedged Equity 2 Fund Class I (JHQDX) and JPMorgan Hedged Equity Fund Class I (JHEQX).
JHQDX is managed by JPMorgan Chase. It was launched on Feb 26, 2021. JHEQX is managed by JPMorgan Chase. It was launched on Dec 13, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JHQDX or JHEQX.
Correlation
The correlation between JHQDX and JHEQX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JHQDX vs. JHEQX - Performance Comparison
Key characteristics
JHQDX:
2.62
JHEQX:
2.05
JHQDX:
3.64
JHEQX:
2.80
JHQDX:
1.57
JHEQX:
1.41
JHQDX:
5.53
JHEQX:
3.53
JHQDX:
26.22
JHEQX:
13.84
JHQDX:
0.71%
JHEQX:
1.23%
JHQDX:
7.10%
JHEQX:
8.36%
JHQDX:
-19.10%
JHEQX:
-18.85%
JHQDX:
-0.05%
JHEQX:
0.00%
Returns By Period
In the year-to-date period, JHQDX achieves a 3.50% return, which is significantly higher than JHEQX's 2.48% return.
JHQDX
3.50%
1.43%
8.20%
18.79%
N/A
N/A
JHEQX
2.48%
0.80%
7.66%
17.17%
10.31%
8.45%
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JHQDX vs. JHEQX - Expense Ratio Comparison
JHQDX has a 0.60% expense ratio, which is higher than JHEQX's 0.58% expense ratio.
Risk-Adjusted Performance
JHQDX vs. JHEQX — Risk-Adjusted Performance Rank
JHQDX
JHEQX
JHQDX vs. JHEQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Hedged Equity 2 Fund Class I (JHQDX) and JPMorgan Hedged Equity Fund Class I (JHEQX). 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
JHQDX vs. JHEQX - Dividend Comparison
JHQDX's dividend yield for the trailing twelve months is around 0.72%, which matches JHEQX's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHQDX JPMorgan Hedged Equity 2 Fund Class I | 0.72% | 0.75% | 0.96% | 1.03% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JHEQX JPMorgan Hedged Equity Fund Class I | 0.72% | 0.74% | 0.98% | 0.98% | 0.71% | 1.11% | 1.11% | 1.13% | 0.99% | 1.35% | 1.22% | 1.07% |
Drawdowns
JHQDX vs. JHEQX - Drawdown Comparison
The maximum JHQDX drawdown since its inception was -19.10%, roughly equal to the maximum JHEQX drawdown of -18.85%. Use the drawdown chart below to compare losses from any high point for JHQDX and JHEQX. For additional features, visit the drawdowns tool.
Volatility
JHQDX vs. JHEQX - Volatility Comparison
JPMorgan Hedged Equity 2 Fund Class I (JHQDX) and JPMorgan Hedged Equity Fund Class I (JHEQX) have volatilities of 1.52% and 1.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.