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JSWIX: JPMorgan SmartRetirement 2010 Instl (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 | 2.66% |
Expenses | 0.61% |
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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 | 11.6 | 7.0 | 10.0 | 5.7 | 3.7 | 8.0 | 10.4 | 1.1 | 12.1 | 23.6 | -21.2 | 5.2 | 8.9 |
Sharpe Ratio | NA | 2.75 | 1.11 | 1.52 | 0.53 | 1.86 | 1.7 | 2.13 | 0.13 | 1.64 | 1.94 | -1.31 | 0.29 | 2.47 |
Draw Down(%) | NA | 2.2 | 8.5 | 8.5 | 31.5 | 2.2 | 5.2 | 4.2 | 8.5 | 5.0 | 12.2 | 29.3 | 5.6 | 2.6 |
Standard Deviation(%) | NA | 4.2 | 6.3 | 6.5 | 9.2 | 4.2 | 4.7 | 4.9 | 8.6 | 7.3 | 12.1 | 16.8 | 7.7 | 4.9 |
Treynor Ratio | NA | 0.1 | 0.05 | 0.08 | 0.04 | 0.06 | 0.07 | 0.09 | 0.01 | 0.09 | 0.17 | -0.15 | 0.01 | 0.11 |
Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | -0.03 | -0.02 | 0.01 |
Beta | NA | 1.17 | 1.28 | 1.28 | 1.36 | 1.26 | 1.13 | 1.16 | 1.36 | 1.29 | 1.37 | 1.42 | 1.48 | 1.09 |
RSquared | NA | 0.88 | 0.87 | 0.86 | 0.89 | 0.84 | 0.88 | 0.74 | 0.9 | 0.87 | 0.89 | 0.93 | 0.81 | 0.83 |
Yield(%) | N/A | 3.0 | 2.9 | 3.7 | N/A | 0.4 | 3.1 | 2.8 | 3.1 | 3.3 | 4.2 | 5.2 | 5.2 | 2.4 |
Dividend Growth(%) | N/A | 9.3 | -23.3 | N/A | N/A | -86.0 | 19.0 | -10.6 | 2.2 | -6.1 | -40.2 | 0.0 | 127.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2006
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