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JSFIX: JPMORGAN SMARTRETIREMENT 2015 FUND INSTITUTIONAL CLASS (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 | 0.00% |
Expenses | 0.66% |
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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 | -12.0 | -6.0 | 0.8 | 1.9 | 5.3 | 4.1 | -2.0 | 5.8 | 10.5 | 12.7 | 0.2 | 13.9 | 26.8 | -25.6 | 5.5 | 10.5 |
Sharpe Ratio | NA | 2.07 | 0.54 | 1.0 | 0.37 | 0.44 | 2.18 | 0.68 | -0.33 | 1.17 | 1.83 | 1.93 | 0.01 | 1.32 | 1.68 | -1.19 | 0.25 | 2.24 |
Draw Down(%) | NA | 1.2 | 9.1 | 9.1 | 37.4 | 38.4 | 1.2 | 5.0 | 6.4 | 3.8 | 5.9 | 5.6 | 12.2 | 7.5 | 16.0 | 35.1 | 6.9 | 3.8 |
Standard Deviation(%) | NA | 2.5 | 5.0 | 5.1 | 11.0 | 10.7 | 2.3 | 5.7 | 6.1 | 5.0 | 5.7 | 6.6 | 12.7 | 10.4 | 16.0 | 22.2 | 9.9 | 6.7 |
Treynor Ratio | NA | 0.09 | 0.03 | 0.06 | 0.05 | 0.05 | 0.09 | 0.06 | -0.05 | 0.07 | 0.12 | 1.2 | 0.0 | 0.14 | 0.3 | -0.3 | 0.03 | 0.17 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.05 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | 0.01 |
Beta | NA | 0.6 | 0.83 | 0.85 | 0.91 | 0.92 | 0.55 | 0.62 | 0.45 | 0.9 | 0.9 | 0.11 | 0.96 | 0.96 | 0.9 | 0.89 | 0.97 | 0.87 |
RSquared | NA | 0.54 | 0.92 | 0.93 | 0.97 | 0.97 | 0.47 | 0.71 | 0.46 | 0.93 | 0.94 | 0.11 | 0.97 | 0.97 | 0.91 | 0.99 | 0.97 | 0.9 |
Yield(%) | N/A | 1.7 | 2.7 | 2.9 | 3.1 | N/A | 0.8 | 2.5 | 3.1 | 3.4 | 3.3 | 2.8 | 2.8 | 3.0 | 3.9 | 5.0 | 5.4 | 2.5 |
Dividend Growth(%) | N/A | -50.0 | 6.7 | -18.1 | N/A | N/A | -66.7 | -23.6 | -5.2 | 9.4 | 29.3 | -4.7 | 4.9 | -4.7 | -45.6 | -8.1 | 132.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2006
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See Target Date 2011-2015 Asset Class Trend Rankings |
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