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JFFSX: JPMORGAN SMARTRETIREMENT 2055 FUND SELECT CLASS (MUTUAL FUND)
Basic Info 29.84 0.16(0.53%) July 11
Asset Class: | Target Date 2051+ |
MyPlanIQ Rating: | (28%) |
Start Date: | 02/06/2012 |
Last Dividend Date: | 12/31/2024 |
12-Mo. Yield | 2.27% |
Expenses | 0.67% |
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Performance Analytics (As of 07/11/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/06/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 9.5 | 11.0 | 12.2 | 7.5 | 6.7 | 8.1 | 9.8 | 22.3 | -24.5 | 7.3 | 12.5 | 24.8 | -9.8 | 21.8 | 6.3 | -1.7 | 5.9 | 25.0 | 8.7 |
Sharpe Ratio | NA | 0.83 | 0.48 | 0.56 | 0.33 | 0.32 | 0.46 | 0.28 | 1.54 | -1.13 | 0.5 | 0.41 | 2.35 | -0.83 | 3.19 | 0.48 | -0.13 | 0.55 | 2.29 | 0.77 |
Draw Down(%) | NA | 15.1 | 15.1 | 15.1 | 32.2 | 33.2 | 33.2 | 7.1 | 10.4 | 25.8 | 12.8 | 33.2 | 5.7 | 18.9 | 1.9 | 11.8 | 11.9 | 7.8 | 8.0 | 10.3 |
Standard Deviation(%) | NA | 19.3 | 16.4 | 15.8 | 16.2 | 16.5 | 15.3 | 11.5 | 11.8 | 23.0 | 14.6 | 30.1 | 9.9 | 13.5 | 6.7 | 12.7 | 13.1 | 10.7 | 10.9 | 12.6 |
Treynor Ratio | NA | 0.2 | 0.1 | 0.1 | 0.06 | 0.06 | 0.08 | 0.04 | 0.21 | -0.3 | 0.09 | 0.15 | 0.3 | -0.14 | 0.23 | 0.07 | -0.02 | 0.07 | 0.27 | 0.1 |
Alpha | NA | 0.02 | 0.0 | -0.02 | -0.02 | -0.02 | -0.01 | -0.04 | 0.0 | -0.04 | -0.05 | -0.01 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.0 |
Beta | NA | 0.79 | 0.8 | 0.84 | 0.84 | 0.83 | 0.84 | 0.84 | 0.85 | 0.87 | 0.82 | 0.81 | 0.78 | 0.77 | 0.92 | 0.94 | 0.82 | 0.9 | 0.94 | 0.94 |
RSquared | NA | 0.95 | 0.94 | 0.86 | 0.82 | 0.86 | 0.87 | 0.85 | 0.89 | 0.86 | 0.55 | 0.87 | 0.96 | 0.95 | 0.85 | 0.94 | 0.94 | 0.92 | 0.91 | 0.96 |
Yield(%) | N/A | 0.0 | 2.3 | 2.0 | 2.2 | 3.3 | N/A | 2.6 | 1.9 | 1.2 | 2.9 | 1.6 | 8.9 | 3.6 | 4.0 | 2.6 | 2.5 | 3.4 | 3.3 | 1.9 |
Dividend Growth(%) | N/A | -100.0 | 60.3 | -53.7 | -46.0 | N/A | N/A | 60.3 | 16.1 | -56.1 | 101.0 | -79.3 | 111.2 | 6.3 | 62.1 | -1.7 | -22.4 | 19.2 | 91.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2012
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