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JSIYX: JPMorgan SmartRetirement Income R6 (MUTUAL FUND)
Basic Info 18.16 0.02(0.11%) September 16
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 11/04/2014 |
| Last Dividend Date: | 03/31/2021 |
| 12-Mo. Yield | 4.86% |
| Expenses | - |
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Performance Analytics (As of 09/10/2021)
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(%) | -0.1 | 4.7 | 11.1 | 7.9 | 7.0 | 5.8 | 9.0 | 14.3 | -4.4 | 11.2 | 5.3 | -1.0 | 0.6 |
| SR | NA | 1.38 | 2.29 | 0.96 | 0.98 | 0.84 | 0.77 | 3.66 | -1.02 | 3.61 | 0.91 | -0.18 | 0.92 |
| DD(%) | NA | 2.5 | 2.7 | 17.0 | 17.0 | 17.0 | 17.0 | 1.4 | 8.5 | 1.2 | 4.8 | 6.0 | 2.3 |
| SD(%) | NA | 4.9 | 5.2 | 7.6 | 6.4 | 6.2 | 11.4 | 3.5 | 5.6 | 2.9 | 5.6 | 5.6 | 4.4 |
| TR | NA | 0.13 | 0.24 | 0.14 | 0.15 | 0.19 | 0.11 | 2.77 | 0.25 | 2.14 | 0.34 | 0.17 | -0.14 |
| Alpha(%) | NA | 0.03 | 0.04 | 0.02 | 0.02 | 0.02 | 0.01 | 0.05 | -0.02 | 0.04 | 0.02 | 0.0 | 0.02 |
| Beta(%) | NA | 0.51 | 0.49 | 0.54 | 0.41 | 0.27 | 0.8 | 0.05 | -0.23 | 0.05 | 0.15 | -0.06 | -0.3 |
| RS | NA | 0.14 | 0.09 | 0.08 | 0.06 | 0.03 | 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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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
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Best Closed End Funds
* Day change on 09/16/2021.Latest Articles Related to JSIYX
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