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JSFSX: JPMORGAN SMARTRETIREMENT 2015 FUND SELECT CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 05/31/2006 |
Last Dividend Date: | 06/20/2017 |
12-Mo. Yield | 1.60% |
Expenses | 0.81% |
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Performance Analytics (As of 12/06/2017)
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(%) | -30.9 | -26.8 | -9.0 | -2.3 | 0.5 | 1.9 | -27.1 | 4.9 | -1.0 | 5.7 | 10.3 | 12.6 | 0.1 | 13.7 | 26.7 | -25.7 | 5.3 | 10.3 |
Sharpe Ratio | NA | -0.74 | -0.42 | -0.14 | 0.01 | 0.08 | -0.76 | 0.85 | -0.18 | 1.16 | 1.81 | 1.9 | 0.0 | 1.31 | 1.63 | -1.19 | 0.24 | 2.2 |
Draw Down(%) | NA | 31.1 | 31.1 | 31.1 | 37.6 | 38.5 | 31.1 | 5.0 | 6.4 | 3.9 | 5.9 | 5.6 | 12.2 | 7.6 | 16.0 | 35.2 | 6.9 | 3.8 |
Standard Deviation(%) | NA | 37.1 | 22.0 | 17.3 | 16.1 | 15.3 | 38.4 | 5.6 | 6.0 | 4.9 | 5.7 | 6.6 | 12.7 | 10.4 | 16.3 | 22.3 | 9.9 | 6.8 |
Treynor Ratio | NA | -0.29 | -0.11 | -0.03 | 0.0 | 0.01 | -0.31 | 0.06 | -0.01 | 0.06 | 0.11 | 0.14 | 0.0 | 0.14 | 0.28 | -0.3 | 0.02 | 0.17 |
Alpha | NA | -0.14 | -0.05 | -0.03 | -0.01 | -0.01 | -0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | 0.01 |
Beta | NA | 0.94 | 0.84 | 0.87 | 0.92 | 0.92 | 0.96 | 0.84 | 0.84 | 0.89 | 0.9 | 0.92 | 0.97 | 0.96 | 0.95 | 0.89 | 0.97 | 0.89 |
RSquared | NA | 0.01 | 0.07 | 0.11 | 0.55 | 0.57 | 0.01 | 0.96 | 0.96 | 0.96 | 0.95 | 0.94 | 0.99 | 0.98 | 0.96 | 0.99 | 0.97 | 0.93 |
Yield(%) | N/A | 1.6 | 2.5 | 2.8 | 3.0 | N/A | 0.7 | 2.3 | 3.0 | 3.2 | 3.1 | 2.7 | 2.8 | 2.8 | 3.7 | 4.9 | 5.2 | 2.4 |
Dividend Growth(%) | N/A | -51.2 | 5.5 | -19.9 | N/A | N/A | -67.2 | -26.0 | -3.8 | 7.9 | 28.9 | -6.0 | 9.1 | -7.7 | -46.3 | -7.4 | 137.8 | 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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