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JSIYX: JPMorgan SmartRetirement Income R6 (MUTUAL FUND)
Basic Info 17.45 0.02(0.11%) February 26
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 11/04/2014 |
| Last Dividend Date: | 12/31/2020 |
| 12-Mo. Yield | 4.86% |
| Expenses | - |
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Performance Analytics (As of 02/26/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.5 | 0.2 | 11.4 | 6.4 | 7.6 | 5.5 | 9.0 | 14.3 | -4.4 | 11.2 | 5.3 | -1.0 | 0.6 |
| SR | NA | 2.53 | 0.82 | 0.8 | 1.14 | 0.82 | 0.77 | 3.66 | -1.02 | 3.61 | 0.91 | -0.18 | 0.92 |
| DD(%) | NA | 1.6 | 17.0 | 17.0 | 17.0 | 17.0 | 17.0 | 1.4 | 8.5 | 1.2 | 4.8 | 6.0 | 2.3 |
| SD(%) | NA | 5.3 | 11.5 | 7.5 | 6.4 | 6.3 | 11.4 | 3.5 | 5.6 | 2.9 | 5.6 | 5.6 | 4.4 |
| TR | NA | -1.44 | 0.11 | 0.13 | 0.21 | 0.21 | 0.11 | 2.77 | 0.25 | 2.14 | 0.34 | 0.17 | -0.14 |
| Alpha(%) | NA | 0.05 | 0.02 | 0.01 | 0.02 | 0.02 | 0.01 | 0.05 | -0.02 | 0.04 | 0.02 | 0.0 | 0.02 |
| Beta(%) | NA | -0.09 | 0.83 | 0.48 | 0.35 | 0.25 | 0.8 | 0.05 | -0.23 | 0.05 | 0.15 | -0.06 | -0.3 |
| RS | NA | 0.0 | 0.14 | 0.06 | 0.04 | 0.02 | 0.13 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.06 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2014
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See Intermediate-Term Bond Asset Class Trend Rankings |
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* Day change on 02/26/2021.Latest Articles Related to JSIYX
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