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Mutual Fund Name Ticker JPMorgan Equity Fo

Mutual Fund Name Ticker JPMorgan Equity Fo

PFIN (with PFIN Online, 1 term (6 months) Printed Access Card) (New, Engaging Titles from 4LTR Press)
PFIN (with PFIN Online, 1 term (6 months) Printed Access Card) (New, Engaging Titles from 4LTR Press)
6th Edition
ISBN:9781337117005
Author:Randall Billingsley, Lawrence J. Gitman, Michael D. Joehnk
Publisher:Randall Billingsley, Lawrence J. Gitman, Michael D. Joehnk
Chapter13: Investing In Mutual Funds, Etfs, And Real Estate
Section: Chapter Questions
Problem 8FPE
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Business 123 Introduction to Investments 

May I please have responses for the following questions that apply to the attached images?

Thank you,

Did the funds with the lowest risk ratings have low, moderate, or high returns compared to their category averages?

How did the funds with the highest risk ratings perform relative to their category averages? 

Which mutual funds are more attractive to you? Those with higher risk / higher reward or those with lower risk / lower rewards?

Mutual Fund Name Ticker JPMorgan Equity Fo<JPEF Category Large Blend Category Large Blend Total Returns 1 Year 31.63% 29.61% 5 Years 10 Years 8.08% 10 Year Risk Measures Return Upside Capture Ratio Downside Risk Vs. Vs. Capture Ratio Standard Deviation Alpha Beta R-Squared Category Category 102 99 16.02 0.52 1.02 -95 -101 15.45 -1.18 0.99 94.78 94.80 Above Average High Summary of Mutual Fund Portfolios Risk Measures Mutual Fund Name Ticker Invesco Equally- VADCX Large Blend Total Returns Category 1 Year 5 Years 10 Years Wtd S&P 500 C 12.58% 26.74% 10.43% Category Large Blend 10 Year Risk Measures Downside Upside Capture Capture Standard Risk Vs. Return Vs. Ratio Ratio Deviation Alpha Beta R-Squared Category Category -92 -108 15.68 -1.23 0.99 82.42 High Low -95 -101 16.44 -2.78 0.93 82.70 Summary of Mutual Fund Portfolios Risk Measures Mutual Fund Name Ticker Category Vanguard Growth Index Admiral VIGAX Large Growth Category Large Growth Total Returns 1 Year 5 Years 10 Years 12.58% 26.74% 10.43% 10 Year Risk Measures Downsid e Upside Capture Ratio Capture Ratio Risk Vs. Return Vs. Standard Deviation Alpha Beta R-Square Category Category 111 105 -107 -107 Above 17.74 1.10 17.51 -0.03 1.11 1.06 90.40 Average Average 86.91
Transcribed Image Text:Mutual Fund Name Ticker JPMorgan Equity Fo<JPEF Category Large Blend Category Large Blend Total Returns 1 Year 31.63% 29.61% 5 Years 10 Years 8.08% 10 Year Risk Measures Return Upside Capture Ratio Downside Risk Vs. Vs. Capture Ratio Standard Deviation Alpha Beta R-Squared Category Category 102 99 16.02 0.52 1.02 -95 -101 15.45 -1.18 0.99 94.78 94.80 Above Average High Summary of Mutual Fund Portfolios Risk Measures Mutual Fund Name Ticker Invesco Equally- VADCX Large Blend Total Returns Category 1 Year 5 Years 10 Years Wtd S&P 500 C 12.58% 26.74% 10.43% Category Large Blend 10 Year Risk Measures Downside Upside Capture Capture Standard Risk Vs. Return Vs. Ratio Ratio Deviation Alpha Beta R-Squared Category Category -92 -108 15.68 -1.23 0.99 82.42 High Low -95 -101 16.44 -2.78 0.93 82.70 Summary of Mutual Fund Portfolios Risk Measures Mutual Fund Name Ticker Category Vanguard Growth Index Admiral VIGAX Large Growth Category Large Growth Total Returns 1 Year 5 Years 10 Years 12.58% 26.74% 10.43% 10 Year Risk Measures Downsid e Upside Capture Ratio Capture Ratio Risk Vs. Return Vs. Standard Deviation Alpha Beta R-Square Category Category 111 105 -107 -107 Above 17.74 1.10 17.51 -0.03 1.11 1.06 90.40 Average Average 86.91
Summary of Mutual Fund Portfolios Risk Measures Total Returns Category 1 Year 5 Years 10 Years Mutual Fund Name Ticker BNY Mellon Dynamic Value Fund A DAGVX Category Large Grow 12.58% 26.74% 10.43% Large Growth 10 Year Risk Measures Downside Standard R- Risk Vs. Return Vs. Upside Capture Ratio Capture Ratio Deviation Alpha -94 100 16.66 -1.23 -86 98 15.69 -2.78 0.99 0.93 Beta Squared Category Category Above 82.42 Average High 82.70 Summary of Mutual Fund Portfolios Risk Measures Total Returns Mutual Fund Name Ticker Category 1 Year 5 Years 10 Years Allspring Moderately Diversified Cap Aggressive Bldr A EKBAX Allocation 22.15% 27.46% 14.18% Moderately Aggressive Category Allocation 10 Year Risk Measures Downside Upside Capture Capture Standard R- Ratio Ratio Deviation Alpha Risk Vs. Return Vs. Beta Squared Category Category 142 -122 14.30 3.47 1.33 85.96 High High 121 -123 12.63 0.40 1.21 91.46
Transcribed Image Text:Summary of Mutual Fund Portfolios Risk Measures Total Returns Category 1 Year 5 Years 10 Years Mutual Fund Name Ticker BNY Mellon Dynamic Value Fund A DAGVX Category Large Grow 12.58% 26.74% 10.43% Large Growth 10 Year Risk Measures Downside Standard R- Risk Vs. Return Vs. Upside Capture Ratio Capture Ratio Deviation Alpha -94 100 16.66 -1.23 -86 98 15.69 -2.78 0.99 0.93 Beta Squared Category Category Above 82.42 Average High 82.70 Summary of Mutual Fund Portfolios Risk Measures Total Returns Mutual Fund Name Ticker Category 1 Year 5 Years 10 Years Allspring Moderately Diversified Cap Aggressive Bldr A EKBAX Allocation 22.15% 27.46% 14.18% Moderately Aggressive Category Allocation 10 Year Risk Measures Downside Upside Capture Capture Standard R- Ratio Ratio Deviation Alpha Risk Vs. Return Vs. Beta Squared Category Category 142 -122 14.30 3.47 1.33 85.96 High High 121 -123 12.63 0.40 1.21 91.46
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