JUESX vs. DHAMX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and Centre American Select Equity Fund (DHAMX).
JUESX is managed by JPMorgan. DHAMX is managed by Centre Funds. It was launched on Dec 21, 2011.
Performance
JUESX vs. DHAMX - Performance Comparison
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JUESX vs. DHAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | -10.35% | 14.39% | 31.07% | 27.06% | -18.95% | 28.33% | 26.17% | 32.02% | -6.01% | 21.40% |
DHAMX Centre American Select Equity Fund | 4.86% | 19.37% | 1.33% | 14.91% | -3.34% | 27.41% | 30.79% | 16.38% | -3.82% | 25.26% |
Returns By Period
In the year-to-date period, JUESX achieves a -10.35% return, which is significantly lower than DHAMX's 4.86% return. Over the past 10 years, JUESX has outperformed DHAMX with an annualized return of 14.12%, while DHAMX has yielded a comparatively lower 12.78% annualized return.
JUESX
- 1D
- -0.25%
- 1M
- -8.59%
- YTD
- -10.35%
- 6M
- -9.90%
- 1Y
- 8.74%
- 3Y*
- 16.65%
- 5Y*
- 11.01%
- 10Y*
- 14.12%
DHAMX
- 1D
- -1.20%
- 1M
- -8.07%
- YTD
- 4.86%
- 6M
- 13.32%
- 1Y
- 32.49%
- 3Y*
- 11.47%
- 5Y*
- 10.62%
- 10Y*
- 12.78%
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JUESX vs. DHAMX - Expense Ratio Comparison
JUESX has a 0.69% expense ratio, which is lower than DHAMX's 1.46% expense ratio.
Return for Risk
JUESX vs. DHAMX — Risk / Return Rank
JUESX
DHAMX
JUESX vs. DHAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Fund Class I (JUESX) and Centre American Select Equity Fund (DHAMX). 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.
| JUESX | DHAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 1.69 | -1.18 |
Sortino ratioReturn per unit of downside risk | 0.86 | 2.37 | -1.51 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.33 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 2.65 | -2.06 |
Martin ratioReturn relative to average drawdown | 2.21 | 9.91 | -7.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JUESX | DHAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 1.69 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.61 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.74 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.80 | -0.41 |
Correlation
The correlation between JUESX and DHAMX is 0.88, 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.
Dividends
JUESX vs. DHAMX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.40%, less than DHAMX's 34.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | 6.40% | 5.73% | 11.92% | 1.94% | 4.97% | 10.64% | 6.38% | 9.92% | 14.45% | 8.60% | 4.64% | 5.94% |
DHAMX Centre American Select Equity Fund | 34.38% | 36.05% | 0.00% | 2.58% | 1.37% | 16.31% | 4.52% | 9.94% | 22.37% | 13.14% | 3.57% | 11.03% |
Drawdowns
JUESX vs. DHAMX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, which is greater than DHAMX's maximum drawdown of -28.47%. Use the drawdown chart below to compare losses from any high point for JUESX and DHAMX.
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Drawdown Indicators
| JUESX | DHAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -28.47% | -30.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -11.65% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -28.47% | +3.78% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -28.47% | -4.94% |
Current DrawdownCurrent decline from peak | -11.99% | -9.84% | -2.15% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -4.19% | -7.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.11% | +0.10% |
Volatility
JUESX vs. DHAMX - Volatility Comparison
The current volatility for JPMorgan US Equity Fund Class I (JUESX) is 4.42%, while Centre American Select Equity Fund (DHAMX) has a volatility of 5.11%. This indicates that JUESX experiences smaller price fluctuations and is considered to be less risky than DHAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUESX | DHAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 5.11% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 12.36% | -3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.47% | 19.74% | -1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 17.61% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.54% | 17.25% | +1.29% |