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JSWCX: JPMorgan SmartRetirement 2010 C (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/31/2006 |
Last Dividend Date: | 03/31/2014 |
12-Mo. Yield | 2.04% |
Expenses | 1.51% |
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Performance Analytics (As of 06/25/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/31/2006 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 10.8 | 6.1 | 9.0 | 4.8 | 3.5 | 6.9 | 9.5 | 0.2 | 10.8 | 22.5 | -21.9 | 4.3 | 8.4 |
Sharpe Ratio | NA | 2.59 | 0.98 | 1.37 | 0.43 | 1.8 | 1.49 | 1.93 | 0.02 | 1.46 | 1.84 | -1.36 | 0.17 | 2.26 |
Draw Down(%) | NA | 2.2 | 8.7 | 8.7 | 32.3 | 2.2 | 5.3 | 4.2 | 8.7 | 5.3 | 12.3 | 29.9 | 5.6 | 2.7 |
Standard Deviation(%) | NA | 4.2 | 6.2 | 6.5 | 9.2 | 4.1 | 4.7 | 4.9 | 8.6 | 7.3 | 12.2 | 16.8 | 7.7 | 5.0 |
Treynor Ratio | NA | 0.11 | 0.07 | 0.1 | 0.05 | 0.07 | 0.07 | 0.11 | 0.0 | 0.13 | 0.27 | -0.29 | 0.01 | 0.15 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.02 | -0.03 | -0.01 | 0.0 |
Beta | NA | 0.98 | 0.87 | 0.86 | 0.82 | 1.05 | 0.92 | 0.85 | 0.83 | 0.82 | 0.83 | 0.8 | 0.89 | 0.75 |
RSquared | NA | 0.95 | 0.93 | 0.94 | 0.96 | 0.93 | 0.94 | 0.85 | 0.96 | 0.97 | 0.96 | 0.99 | 0.96 | 0.68 |
Yield(%) | N/A | 2.0 | 2.1 | 2.7 | N/A | 0.2 | 2.2 | 1.9 | 2.3 | 2.2 | 3.4 | 4.5 | 4.2 | 2.0 |
Dividend Growth(%) | N/A | 6.3 | -32.4 | N/A | N/A | -89.2 | 22.7 | -17.3 | 13.1 | -23.1 | -44.0 | 7.6 | 124.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2006
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