JUESX vs. MUHLX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and Muhlenkamp Fund (MUHLX).
JUESX is managed by JPMorgan. MUHLX is managed by Muhlenkamp. It was launched on Nov 1, 1988.
Performance
JUESX vs. MUHLX - Performance Comparison
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JUESX vs. MUHLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | -7.67% | 14.39% | 31.07% | 27.06% | -18.95% | 28.33% | 26.17% | 32.02% | -6.01% | 21.40% |
MUHLX Muhlenkamp Fund | 9.11% | 17.82% | 3.38% | 13.92% | 2.89% | 28.98% | 11.96% | 14.39% | -13.29% | 18.78% |
Returns By Period
In the year-to-date period, JUESX achieves a -7.67% return, which is significantly lower than MUHLX's 9.11% return. Over the past 10 years, JUESX has outperformed MUHLX with an annualized return of 14.45%, while MUHLX has yielded a comparatively lower 10.68% annualized return.
JUESX
- 1D
- 2.99%
- 1M
- -5.96%
- YTD
- -7.67%
- 6M
- -7.31%
- 1Y
- 11.28%
- 3Y*
- 17.80%
- 5Y*
- 11.35%
- 10Y*
- 14.45%
MUHLX
- 1D
- 2.42%
- 1M
- -5.65%
- YTD
- 9.11%
- 6M
- 10.37%
- 1Y
- 22.96%
- 3Y*
- 14.41%
- 5Y*
- 12.05%
- 10Y*
- 10.68%
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JUESX vs. MUHLX - Expense Ratio Comparison
JUESX has a 0.69% expense ratio, which is lower than MUHLX's 1.14% expense ratio.
Return for Risk
JUESX vs. MUHLX — Risk / Return Rank
JUESX
MUHLX
JUESX vs. MUHLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Fund Class I (JUESX) and Muhlenkamp Fund (MUHLX). 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 | MUHLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.42 | -0.78 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.97 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.28 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 2.37 | -1.31 |
Martin ratioReturn relative to average drawdown | 3.88 | 8.57 | -4.70 |
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 | MUHLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.42 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.82 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.63 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.51 | -0.13 |
Correlation
The correlation between JUESX and MUHLX is 0.83, 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. MUHLX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.21%, more than MUHLX's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | 6.21% | 5.73% | 11.92% | 1.94% | 4.97% | 10.64% | 6.38% | 9.92% | 14.45% | 8.60% | 4.64% | 5.94% |
MUHLX Muhlenkamp Fund | 3.06% | 3.34% | 0.58% | 0.89% | 6.80% | 7.77% | 10.28% | 1.26% | 14.70% | 4.30% | 0.00% | 11.02% |
Drawdowns
JUESX vs. MUHLX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, smaller than the maximum MUHLX drawdown of -62.05%. Use the drawdown chart below to compare losses from any high point for JUESX and MUHLX.
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Drawdown Indicators
| JUESX | MUHLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -62.05% | +3.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -10.23% | -1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -18.63% | -6.06% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -40.85% | +7.44% |
Current DrawdownCurrent decline from peak | -9.36% | -5.65% | -3.71% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -10.81% | -1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 2.83% | +0.44% |
Volatility
JUESX vs. MUHLX - Volatility Comparison
The current volatility for JPMorgan US Equity Fund Class I (JUESX) is 5.55%, while Muhlenkamp Fund (MUHLX) has a volatility of 6.01%. This indicates that JUESX experiences smaller price fluctuations and is considered to be less risky than MUHLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUESX | MUHLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 6.01% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 12.06% | -2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 16.85% | +1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 14.77% | +2.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 17.04% | +1.52% |