JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX)

Basic Info 22.14 0.03(0.14%)
May 17

JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS started on 08/06/2007
JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS is classified as asset class Target Date 2046-2050
JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS expense ratio is 0.67%
JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS rating is
(91%)

JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) Dividend Info

JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) dividend growth in the last 12 months is -82.44%

The trailing 12-month yield of JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS is 1.76%. its dividend history:

DateDividend
12/29/2023 0.3233
12/30/2022 0.2911
12/15/2022 1.5497
12/31/2021 0.6031
12/15/2021 3.142
06/30/2021 0.0225
03/31/2021 0.019
12/31/2020 0.279
12/15/2020 0.704
09/30/2020 0.007
06/30/2020 0.02
03/31/2020 0.02
12/31/2019 0.263
12/16/2019 1.663
09/30/2019 0.05
06/28/2019 0.038
03/29/2019 0.027
12/31/2018 0.3724
12/14/2018 0.4529
09/28/2018 0.0381
06/29/2018 0.041
03/29/2018 0.031
12/29/2017 0.26
12/15/2017 0.458
09/29/2017 0.038
06/30/2017 0.0334
03/31/2017 0.035
12/30/2016 0.214
12/16/2016 0.198
09/30/2016 0.053
06/30/2016 0.049
03/31/2016 0.03
12/31/2015 0.248
12/18/2015 0.216
09/30/2015 0.01
06/30/2015 0.058
03/31/2015 0.014
12/31/2014 0.36
12/17/2014 0.262
09/30/2014 0.053
06/30/2014 0.054
03/31/2014 0.039
12/31/2013 0.352
12/18/2013 0.346
09/30/2013 0.03
06/28/2013 0.047
03/28/2013 0.07
12/31/2012 0.152
12/21/2012 0.021
09/28/2012 0.069
06/29/2012 0.031
03/30/2012 0.039
12/30/2011 0.149
12/23/2011 0.054
09/30/2011 0.028
06/30/2011 0.048
03/31/2011 0.034
12/31/2010 0.126
12/23/2010 0.238
09/30/2010 0.045
06/30/2010 0.051
03/31/2010 0.02
12/31/2009 0.138
09/30/2009 0.058
06/30/2009 0.009
03/31/2009 0.034
12/31/2008 0.123
12/24/2008 0.077
09/30/2008 0.032
06/30/2008 0.062
03/31/2008 0.03
12/31/2007 0.361
09/28/2007 0.021

Dividend Growth History for JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3233 1.89% -82.44% -
2022 $1.8408 7.89% -51.39% -82.44%
2021 $3.7866 16.54% 267.63% -70.78%
2020 $1.03 4.89% -49.53% -32.04%
2019 $2.041 11.09% 118.20% -36.91%
2018 $0.9354 4.32% 13.46% -19.14%
2017 $0.8244 4.51% 51.54% -14.45%
2016 $0.544 3.13% -0.37% -7.16%
2015 $0.546 2.95% -28.91% -6.34%
2014 $0.768 4.32% -9.11% -9.17%
2013 $0.845 5.41% 170.83% -9.16%
2012 $0.312 2.36% -0.32% 0.32%
2011 $0.313 2.18% -34.79% 0.27%
2010 $0.48 3.75% 100.84% -2.99%
2009 $0.239 2.48% -26.23% 2.18%
2008 $0.324 2.19% -15.18% -0.01%
2007 $0.382 2.55% - -1.04%

Dividend Growth Chart for JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX)

JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) Historical Returns And Risk Info

From 08/06/2007 to 05/17/2024, the compound annualized total return (dividend reinvested) of JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) is 7.337%. Its cumulative total return (dividend reinvested) is 227.746%.

From 08/06/2007 to 05/17/2024, the Maximum Drawdown of JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) is 50.1%.

From 08/06/2007 to 05/17/2024, the Sharpe Ratio of JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) is 0.36.

From 08/06/2007 to 05/17/2024, the Annualized Standard Deviation of JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) is 18.1%.

From 08/06/2007 to 05/17/2024, the Beta of JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) is 0.86.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
08/06/2007		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return(%) 1.4 7.4 22.2 4.6 10.1 8.3 11.0 7.3 20.4 -20.7 20.7 15.3 24.7 -9.9 21.9 6.6 -1.6 5.9 24.8 18.1 -4.9 16.9 33.7 -33.6 2.2
Sharpe Ratio NA 1.54 1.66 0.14 0.45 0.46 NA 0.36 1.39 -1.06 1.62 0.5 2.35 -0.82 3.2 0.5 -0.13 0.56 2.31 1.47 -0.22 0.95 1.33 -1.0 0.17
Draw Down(%) NA 4.8 10.4 27.3 33.2 33.2 NA 50.1 10.4 27.3 5.3 33.2 5.7 18.9 1.9 11.9 11.9 7.9 8.1 10.9 21.7 13.2 23.5 45.6 8.2
Standard Deviation(%) NA 10.9 11.1 15.4 18.7 15.5 NA 18.1 11.7 20.9 12.8 30.2 10.0 13.6 6.7 12.7 13.1 10.5 10.7 12.4 22.5 17.6 25.3 34.5 18.3
Treynor Ratio NA 0.19 0.21 0.03 0.1 0.09 NA 0.08 0.2 -0.27 0.24 0.18 0.3 -0.14 0.23 0.07 -0.02 0.07 0.27 0.2 -0.05 0.18 0.37 -0.41 0.03
Alpha NA -0.03 -0.01 -0.02 -0.01 -0.01 NA -0.01 -0.01 -0.03 -0.01 0.0 0.0 -0.03 0.01 -0.02 -0.01 -0.02 -0.01 0.01 -0.03 0.01 0.03 -0.01 0.01
Beta NA 0.87 0.87 0.83 0.84 0.84 NA 0.86 0.83 0.81 0.87 0.85 0.78 0.77 0.92 0.94 0.82 0.89 0.92 0.92 0.95 0.94 0.91 0.83 0.91
RSquare NA 0.84 0.83 0.86 0.92 0.92 NA 0.94 0.86 0.89 0.81 0.96 0.96 0.95 0.84 0.94 0.94 0.92 0.91 0.89 0.97 0.94 0.95 0.98 0.94
Yield(%) N/A 0.0 1.8 7.8 8.7 6.9 9.8 N/A 1.9 7.9 16.5 4.9 11.1 4.3 4.5 3.1 3.0 4.3 5.4 2.3 2.2 3.7 2.5 2.2 2.5
Dividend Growth(%) N/A -100.0 -82.4 48.5 149.4 N/A N/A N/A -82.6 -51.3 267.0 -49.5 119.4 12.0 53.7 -1.8 -27.6 -10.6 174.2 0.0 -35.4 100.0 -25.0 -15.8 N/A

Return Calculator for JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX)

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JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) Historical Return Chart

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JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 08/06/2007 to 05/17/2024, the worst annualized return of 3-year rolling returns for JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) is -2.38%.
From 08/06/2007 to 05/17/2024, the worst annualized return of 5-year rolling returns for JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) is 1.38%.
From 08/06/2007 to 05/17/2024, the worst annualized return of 10-year rolling returns for JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) is 6.19%.
From 08/06/2007 to 05/17/2024, the worst annualized return of 20-year rolling returns for JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (JTSSX) is NA.

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