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JFFIX: JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 25.6 0.02(0.08%) April 24
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (100%) |
Start Date: | 02/06/2012 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 1.51% |
Expenses | 0.67% |
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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 | 10 Yr | Since 02/06/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 2.8 | 17.5 | 3.5 | 8.8 | 7.9 | 9.2 | 20.5 | -20.5 | 20.8 | 15.5 | 24.9 | -9.7 | 22.0 | 6.5 | -1.6 | 6.1 | 25.2 | 8.8 |
Sharpe Ratio | NA | -0.11 | 0.99 | 0.03 | 0.37 | 0.43 | 0.55 | 1.4 | -1.06 | 1.69 | 0.5 | 2.36 | -0.81 | 3.22 | 0.5 | -0.13 | 0.57 | 2.3 | 0.78 |
Draw Down(%) | NA | 4.9 | 10.4 | 27.2 | 33.2 | 33.2 | 33.2 | 10.4 | 27.2 | 5.3 | 33.2 | 5.6 | 18.8 | 1.9 | 11.7 | 11.9 | 7.8 | 8.0 | 10.3 |
Standard Deviation(%) | NA | 11.1 | 11.2 | 15.3 | 18.7 | 15.5 | 14.9 | 11.7 | 20.8 | 12.3 | 30.1 | 9.9 | 13.5 | 6.7 | 12.7 | 13.1 | 10.7 | 11.0 | 12.5 |
Treynor Ratio | NA | -0.01 | 0.13 | 0.0 | 0.08 | 0.08 | 0.1 | 0.2 | -0.27 | 0.26 | 0.18 | 0.3 | -0.14 | 0.23 | 0.07 | -0.02 | 0.07 | 0.27 | 0.1 |
Alpha | NA | -0.04 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.0 | 0.0 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.0 |
Beta | NA | 0.86 | 0.86 | 0.82 | 0.84 | 0.83 | 0.85 | 0.83 | 0.83 | 0.81 | 0.85 | 0.78 | 0.77 | 0.92 | 0.94 | 0.82 | 0.9 | 0.94 | 0.94 |
RSquared | NA | 0.8 | 0.82 | 0.87 | 0.92 | 0.92 | 0.92 | 0.87 | 0.92 | 0.75 | 0.96 | 0.96 | 0.95 | 0.85 | 0.94 | 0.94 | 0.92 | 0.91 | 0.96 |
Yield(%) | N/A | 0.0 | 1.9 | 6.7 | 7.5 | 6.2 | N/A | 2.1 | 7.5 | 13.0 | 4.4 | 9.1 | 3.7 | 4.2 | 2.7 | 2.7 | 3.6 | 3.5 | 2.1 |
Dividend Growth(%) | N/A | -100.0 | -79.4 | 54.6 | 152.1 | N/A | N/A | -79.4 | -39.1 | 223.6 | -43.6 | 108.9 | 5.9 | 63.5 | -5.5 | -20.3 | 19.0 | 81.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2012
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