JPMorgan

Statistics as of Apr 04, 2025

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Found total of 150 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return ▼1yr ReturnTotal Assets6M Money Flow
Foreign Large Value
Expense Ratio
0.55%
TTM Yield
4.5%
3yr Sharpe
0.53
YTD Return
3.4%
3yr Return
30.0%
1yr Return
5.4%
Total Assets
$842M
6M Money Flow
$206M
Large Growth
Expense Ratio
0.44%
TTM Yield
0.2%
3yr Sharpe
0.40
YTD Return
-16.3%
3yr Return
24.7%
1yr Return
-2.1%
Total Assets
$89B
6M Money Flow
$2B
Large Blend
Expense Ratio
0.12%
TTM Yield
1.5%
3yr Sharpe
0.47
YTD Return
-9.7%
3yr Return
24.4%
1yr Return
1.2%
Total Assets
$5B
6M Money Flow
$404M
Equity Market Neutral
Expense Ratio
3.20%
TTM Yield
2.6%
3yr Sharpe
1.01
YTD Return
-1.6%
3yr Return
23.9%
1yr Return
7.6%
Total Assets
$324M
6M Money Flow
$57M
Large Blend
Expense Ratio
1.46%
TTM Yield
0.1%
3yr Sharpe
0.45
YTD Return
-14.5%
3yr Return
23.6%
1yr Return
-1.5%
Total Assets
$3B
6M Money Flow
$476M
Europe Stock
Expense Ratio
0.77%
TTM Yield
4.0%
3yr Sharpe
0.34
YTD Return
5.6%
3yr Return
22.7%
1yr Return
0.9%
Total Assets
$531M
6M Money Flow
$13M
Large Blend
Expense Ratio
0.50%
TTM Yield
0.7%
3yr Sharpe
0.36
YTD Return
-13.6%
3yr Return
20.4%
1yr Return
-0.1%
Total Assets
$1B
6M Money Flow
$454M
Large Growth
Expense Ratio
0.34%
TTM Yield
0.4%
3yr Sharpe
0.34
YTD Return
-18.5%
3yr Return
20.3%
1yr Return
-3.1%
Total Assets
$1B
6M Money Flow
$179M
Large Blend
Expense Ratio
0.12%
TTM Yield
1.0%
3yr Sharpe
0.33
YTD Return
-12.3%
3yr Return
19.0%
1yr Return
-0.4%
Total Assets
$1B
6M Money Flow
$171M
Equity Hedged
Expense Ratio
0.58%
TTM Yield
0.8%
3yr Sharpe
0.40
YTD Return
-9.9%
3yr Return
18.7%
1yr Return
2.0%
Total Assets
$19B
6M Money Flow
$529M
Large Blend
Expense Ratio
0.25%
TTM Yield
1.3%
3yr Sharpe
0.32
YTD Return
-13.9%
3yr Return
16.8%
1yr Return
-1.2%
Total Assets
$9B
6M Money Flow
$6M
Large Blend
Expense Ratio
0.15%
TTM Yield
1.2%
3yr Sharpe
0.30
YTD Return
-14.0%
3yr Return
16.2%
1yr Return
-0.5%
Total Assets
$5M
6M Money Flow
$821
Europe Stock
Expense Ratio
0.09%
TTM Yield
4.0%
3yr Sharpe
0.22
YTD Return
3.5%
3yr Return
16.0%
1yr Return
1.3%
Total Assets
$4B
6M Money Flow
-$3B
Large Blend
Expense Ratio
0.05%
TTM Yield
1.4%
3yr Sharpe
0.30
YTD Return
-13.4%
3yr Return
15.8%
1yr Return
-0.1%
Total Assets
$10B
6M Money Flow
-$459M
Equity Hedged
Expense Ratio
0.60%
TTM Yield
2.8%
3yr Sharpe
0.29
YTD Return
2.7%
3yr Return
15.8%
1yr Return
1.9%
Total Assets
$181M
6M Money Flow
-$4M
Large Blend
Expense Ratio
0.39%
TTM Yield
0.9%
3yr Sharpe
0.27
YTD Return
-14.4%
3yr Return
15.6%
1yr Return
-1.2%
Total Assets
$202M
6M Money Flow
-$442K
Large Blend
Expense Ratio
0.02%
TTM Yield
1.4%
3yr Sharpe
0.28
YTD Return
-13.6%
3yr Return
15.1%
1yr Return
-0.2%
Total Assets
$4B
6M Money Flow
$452M
Bank Loan
Expense Ratio
0.75%
TTM Yield
9.3%
3yr Sharpe
0.25
YTD Return
-1.9%
3yr Return
14.7%
1yr Return
3.0%
Total Assets
$278M
6M Money Flow
-$53M
Equity Hedged
Expense Ratio
0.59%
TTM Yield
0.8%
3yr Sharpe
0.20
YTD Return
-5.1%
3yr Return
14.5%
1yr Return
6.2%
Total Assets
$5B
6M Money Flow
$466M
Short-Term Bond
Expense Ratio
0.23%
TTM Yield
4.4%
3yr Sharpe
0.07
YTD Return
2.0%
3yr Return
14.5%
1yr Return
7.0%
Total Assets
$1B
6M Money Flow
$271M
Ultrashort Bond
Expense Ratio
0.18%
TTM Yield
5.0%
3yr Sharpe
0.21
YTD Return
1.3%
3yr Return
14.1%
1yr Return
5.5%
Total Assets
$31B
6M Money Flow
$5B
Large Blend
Expense Ratio
0.44%
TTM Yield
0.9%
3yr Sharpe
0.26
YTD Return
-14.5%
3yr Return
14.1%
1yr Return
-2.4%
Total Assets
$27B
6M Money Flow
-$507M
Large Value
Expense Ratio
0.69%
TTM Yield
1.5%
3yr Sharpe
0.26
YTD Return
-7.4%
3yr Return
13.9%
1yr Return
0.2%
Total Assets
$6B
6M Money Flow
$23M
Ultrashort Bond
Expense Ratio
0.25%
TTM Yield
4.9%
3yr Sharpe
0.06
YTD Return
1.3%
3yr Return
13.8%
1yr Return
5.3%
Total Assets
$6B
6M Money Flow
-$455M
Equity Hedged
Expense Ratio
0.60%
TTM Yield
0.8%
3yr Sharpe
0.17
YTD Return
-7.5%
3yr Return
13.7%
1yr Return
3.6%
Total Assets
$3B
6M Money Flow
-$124M
Nontraditional Bond
Expense Ratio
0.75%
TTM Yield
4.8%
3yr Sharpe
-0.17
YTD Return
1.0%
3yr Return
13.1%
1yr Return
4.8%
Total Assets
$10B
6M Money Flow
$125M
Large Growth
Expense Ratio
0.50%
TTM Yield
0.0%
3yr Sharpe
0.21
YTD Return
-18.8%
3yr Return
13.1%
1yr Return
-4.8%
Total Assets
$17B
6M Money Flow
-$520M
High Yield Bond
Expense Ratio
0.50%
TTM Yield
7.5%
3yr Sharpe
0.06
YTD Return
-0.6%
3yr Return
12.7%
1yr Return
6.8%
Total Assets
$6B
6M Money Flow
-$451M
Large Value
Expense Ratio
0.44%
TTM Yield
1.6%
3yr Sharpe
0.20
YTD Return
-8.2%
3yr Return
12.3%
1yr Return
0.3%
Total Assets
$3B
6M Money Flow
$2B
Large Value
Expense Ratio
0.49%
TTM Yield
1.8%
3yr Sharpe
0.23
YTD Return
-7.7%
3yr Return
12.3%
1yr Return
-1.1%
Total Assets
$149M
6M Money Flow
-$12M
Nontraditional Bond
Expense Ratio
0.65%
TTM Yield
4.8%
3yr Sharpe
-0.05
YTD Return
1.0%
3yr Return
12.2%
1yr Return
5.3%
Total Assets
$1B
6M Money Flow
$67M
Multisector Bond
Expense Ratio
0.39%
TTM Yield
6.0%
3yr Sharpe
-0.01
YTD Return
1.8%
3yr Return
12.0%
1yr Return
7.4%
Total Assets
$3B
6M Money Flow
$1B
Short-Term Bond
Expense Ratio
0.28%
TTM Yield
4.1%
3yr Sharpe
-0.29
YTD Return
2.0%
3yr Return
12.0%
1yr Return
6.4%
Total Assets
$11B
6M Money Flow
$867M
Short-Term Bond
Expense Ratio
0.33%
TTM Yield
4.1%
3yr Sharpe
-0.22
YTD Return
2.3%
3yr Return
11.7%
1yr Return
6.9%
Total Assets
$4B
6M Money Flow
$2M
Derivative Income
Expense Ratio
0.35%
TTM Yield
8.3%
3yr Sharpe
0.23
YTD Return
-7.7%
3yr Return
11.6%
1yr Return
-0.9%
Total Assets
$36B
6M Money Flow
$4B
Short-Term Bond
Expense Ratio
0.33%
TTM Yield
4.8%
3yr Sharpe
-0.21
YTD Return
2.2%
3yr Return
11.6%
1yr Return
6.8%
Total Assets
$642M
6M Money Flow
$155M
Preferred Stock
Expense Ratio
0.55%
TTM Yield
5.6%
3yr Sharpe
-0.03
YTD Return
0.0%
3yr Return
11.5%
1yr Return
7.1%
Total Assets
$1B
6M Money Flow
$57M
Large Value
Expense Ratio
0.50%
TTM Yield
2.0%
3yr Sharpe
0.18
YTD Return
-8.0%
3yr Return
11.2%
1yr Return
0.5%
Total Assets
$8B
6M Money Flow
-$588M
High Yield Bond
Expense Ratio
0.07%
TTM Yield
7.9%
3yr Sharpe
0.05
YTD Return
-1.7%
3yr Return
11.1%
1yr Return
4.9%
Total Assets
$672M
6M Money Flow
-$380M
Global Bond
Expense Ratio
0.50%
TTM Yield
4.8%
3yr Sharpe
-0.15
YTD Return
2.3%
3yr Return
10.8%
1yr Return
5.7%
Total Assets
$621M
6M Money Flow
$116M
Multisector Bond
Expense Ratio
0.40%
TTM Yield
5.9%
3yr Sharpe
-0.17
YTD Return
2.0%
3yr Return
10.7%
1yr Return
8.1%
Total Assets
$13B
6M Money Flow
$3B
Derivative Income
Expense Ratio
0.60%
TTM Yield
8.2%
3yr Sharpe
0.21
YTD Return
-7.8%
3yr Return
10.6%
1yr Return
-1.1%
Total Assets
$6B
6M Money Flow
-$156M