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JSIYX: JPMorgan SmartRetirement Income R6 (MUTUAL FUND)
Basic Info 17.75 0.07(0.40%) May 13
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (100%) |
| 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 05/13/2021)
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(%) | -0.9 | 2.4 | 20.1 | 7.3 | 7.2 | 5.7 | 9.0 | 14.3 | -4.4 | 11.2 | 5.3 | -1.0 | 0.6 |
| SR | NA | 1.94 | 3.3 | 0.95 | 1.04 | 0.85 | 0.77 | 3.66 | -1.02 | 3.61 | 0.91 | -0.18 | 0.92 |
| DD(%) | NA | 2.5 | 3.0 | 17.0 | 17.0 | 17.0 | 17.0 | 1.4 | 8.5 | 1.2 | 4.8 | 6.0 | 2.3 |
| SD(%) | NA | 5.6 | 6.3 | 7.5 | 6.5 | 6.3 | 11.4 | 3.5 | 5.6 | 2.9 | 5.6 | 5.6 | 4.4 |
| TR | NA | 0.18 | 0.35 | 0.14 | 0.17 | 0.2 | 0.11 | 2.77 | 0.25 | 2.14 | 0.34 | 0.17 | -0.14 |
| Alpha(%) | NA | 0.06 | 0.06 | 0.02 | 0.02 | 0.02 | 0.01 | 0.05 | -0.02 | 0.04 | 0.02 | 0.0 | 0.02 |
| Beta(%) | NA | 0.62 | 0.6 | 0.52 | 0.4 | 0.27 | 0.8 | 0.05 | -0.23 | 0.05 | 0.15 | -0.06 | -0.3 |
| RS | NA | 0.17 | 0.08 | 0.07 | 0.05 | 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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See Intermediate-Term Bond Asset Class Trend Rankings |
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Best ETFs
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) 0.36% (87%)
- BOND (PIMCO Total Return Active ETF) 0.13% (87%)
- UITB (VictoryShares USAA Cor Intmdt-Trm Bond ETF) 0.26% (82%)
- FBND (Fidelity Total Bond ETF) 0.23% (74%)
- CMBS (iShares CMBS) 0.24% (67%)
- BIV (Vanguard Intermediate-Term Bond ETF) 0.33% (58%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) 0.09% (44%)
- GVI (iShares Interm Government/Credit Bd) 0.30% (42%)
- BND (Vanguard Total Bond Market ETF) 0.20% (41%)
- AGG (iShares Core US Aggregate Bond) 0.23% (39%)
Best Closed End Funds
* Day change on 05/13/2021.Latest Articles Related to JSIYX
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