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JAABX: JPMORGAN SMARTRETIREMENT BLEND 2060 FUND CLASS R5 (MUTUAL FUND)
Basic Info 23.43 0.2(0.86%) April 22
Asset Class: | EQUITY |
MyPlanIQ Rating: | (73%) |
Start Date: | 09/01/2016 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 1.52% |
Expenses | 0.94% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 0.4 | 14.4 | 3.2 | 8.0 | 7.4 | 19.9 | -20.1 | 14.3 | 12.3 | 24.6 | -8.0 | 20.4 | 1.3 |
Sharpe Ratio | NA | -0.46 | 0.81 | 0.02 | 0.34 | 0.44 | 1.35 | -1.05 | 1.18 | 0.4 | 2.33 | -0.71 | 3.34 | 0.38 |
Draw Down(%) | NA | 5.0 | 10.9 | 25.8 | 32.6 | 32.6 | 10.9 | 25.8 | 6.3 | 32.6 | 5.5 | 16.8 | 1.7 | 4.9 |
Standard Deviation(%) | NA | 11.3 | 11.3 | 15.2 | 18.5 | 16.1 | 11.7 | 20.5 | 12.2 | 29.9 | 9.9 | 13.1 | 5.9 | 9.6 |
Treynor Ratio | NA | -0.06 | 0.11 | 0.0 | 0.08 | 0.09 | 0.19 | -0.28 | 0.19 | 0.14 | 0.3 | -0.12 | 0.25 | 0.04 |
Alpha | NA | -0.05 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | -0.02 | 0.0 | -0.02 | 0.01 | -0.03 |
Beta | NA | 0.85 | 0.85 | 0.78 | 0.81 | 0.8 | 0.82 | 0.77 | 0.74 | 0.84 | 0.77 | 0.76 | 0.79 | 0.85 |
RSquared | NA | 0.8 | 0.84 | 0.84 | 0.91 | 0.92 | 0.89 | 0.88 | 0.7 | 0.97 | 0.96 | 0.95 | 0.88 | 0.91 |
Yield(%) | N/A | 0.0 | 2.0 | 2.6 | 2.8 | N/A | 2.2 | 1.5 | 5.1 | 1.4 | 2.7 | 2.9 | 2.6 | 1.2 |
Dividend Growth(%) | N/A | -100.0 | 20.0 | N/A | N/A | N/A | 20.0 | -67.9 | 289.3 | -34.9 | -17.3 | 33.3 | 116.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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