Find A Portfolio/Ticker
Comparison Box
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 | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 02/26/2021)
Not up-to-date? TryLast 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- JSIYX (JPMorgan SmartRetirement Income R6) 0.11% (100%)
- LCTIX (Leader Total Return Instl) 0.47% (100%)
- SRBFX (Columbia Intermediate Bond Z) 0.21% (100%)
- SCPZX (Scout Core Plus Bond Instl) 0.84% (100%)
- WIPIX (Wells Fargo Advantage Income Plus I) 0.53% (99%)
- DCPFX (Delaware Pooled Core Plus Fixed Income) 0.59% (99%)
- GIBIX (Guggenheim Total Return Bond Instl) 0.38% (99%)
- UIITX (USAA Intermediate-Term Bond Instl) (99%)
- LSIIX (Loomis Sayles Investment Grade Bond Y) 0.44% (99%)
- SCCIX (Scout Core Bond I) 0.87% (99%)
Best ETFs
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) 0.69% (87%)
- UITB (VictoryShares USAA Cor Intmdt-Trm Bond ETF) 0.64% (85%)
- BOND (PIMCO Total Return Active ETF) 0.75% (82%)
- FBND (Fidelity Total Bond ETF) 0.76% (74%)
- BIV (Vanguard Intermediate-Term Bond ETF) 0.72% (63%)
- CMBS (iShares CMBS) 0.22% (50%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) 0.47% (43%)
- AGG (iShares Core US Aggregate Bond) 0.81% (39%)
- BND (Vanguard Total Bond Market ETF) 0.87% (39%)
- GVI (iShares Interm Government/Credit Bd) 0.26% (38%)