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JSFAX: JPMORGAN SMARTRETIREMENT 2015 FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/31/2006 |
Last Dividend Date: | 06/20/2017 |
12-Mo. Yield | 0.65% |
Expenses | 0.91% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/31/2006 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -11.2 | -5.6 | 0.9 | 1.8 | -26.0 | 4.8 | -1.1 | 5.6 | 10.2 | 12.5 | -0.1 | 13.6 | 26.5 | -25.9 | 5.1 | 10.2 |
Sharpe Ratio | NA | -0.45 | -0.18 | -0.03 | 0.35 | 0.07 | -0.76 | 0.83 | -0.19 | 1.12 | 1.78 | 1.89 | -0.01 | 1.29 | 1.62 | -1.2 | 0.21 | 2.13 |
Draw Down(%) | NA | 30.1 | 30.1 | 30.1 | 37.7 | 38.7 | 30.1 | 5.0 | 6.4 | 3.9 | 5.9 | 5.6 | 12.2 | 7.6 | 16.0 | 35.3 | 6.9 | 3.8 |
Standard Deviation(%) | NA | 58.0 | 50.2 | 90.1 | 11.0 | 16.9 | 36.9 | 5.5 | 6.0 | 4.9 | 5.7 | 6.6 | 12.7 | 10.4 | 16.3 | 22.3 | 9.9 | 6.8 |
Treynor Ratio | NA | -0.24 | -0.1 | -0.03 | 0.0 | 0.01 | -0.3 | 0.06 | -0.01 | 0.06 | 0.11 | 0.14 | 0.0 | 0.14 | 0.28 | -0.3 | 0.02 | 0.16 |
Alpha | NA | -0.2 | -0.08 | -0.08 | -0.09 | -0.02 | -0.14 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | 0.01 |
Beta | NA | 1.08 | 0.87 | 0.9 | 0.93 | 0.92 | 0.94 | 0.83 | 0.85 | 0.9 | 0.91 | 0.92 | 0.97 | 0.96 | 0.95 | 0.89 | 0.97 | 0.9 |
RSquared | NA | 0.01 | 0.02 | 0.02 | 0.03 | 0.5 | 0.01 | 0.96 | 0.96 | 0.96 | 0.95 | 0.94 | 0.98 | 0.97 | 0.96 | 0.99 | 0.97 | 0.93 |
Yield(%) | N/A | 1.5 | 2.4 | 2.7 | 2.9 | N/A | 0.7 | 2.2 | 2.9 | 3.1 | 3.0 | 2.6 | 2.6 | 2.7 | 3.5 | 4.7 | 4.9 | 2.2 |
Dividend Growth(%) | N/A | -50.9 | 5.6 | -19.0 | N/A | N/A | -67.6 | -27.5 | -5.6 | 10.2 | 28.9 | -5.0 | 8.1 | -5.1 | -48.0 | -5.1 | 139.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2006
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