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JSWSX: JPMorgan SmartRetirement 2010 Select (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 | 2.51% |
Expenses | 0.76% |
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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 | 11.4 | 6.8 | 9.8 | 5.5 | 3.7 | 7.7 | 10.3 | 0.9 | 11.9 | 23.3 | -21.3 | 5.1 | 8.7 |
Sharpe Ratio | NA | 2.71 | 1.09 | 1.5 | 0.51 | 1.86 | 1.66 | 2.1 | 0.1 | 1.61 | 1.91 | -1.32 | 0.27 | 2.42 |
Draw Down(%) | NA | 2.2 | 8.5 | 8.5 | 31.6 | 2.2 | 5.2 | 4.2 | 8.5 | 5.1 | 12.2 | 29.5 | 5.6 | 2.7 |
Standard Deviation(%) | NA | 4.2 | 6.3 | 6.5 | 9.2 | 4.2 | 4.6 | 4.9 | 8.6 | 7.3 | 12.1 | 16.7 | 7.6 | 4.9 |
Treynor Ratio | NA | 0.12 | 0.08 | 0.12 | 0.06 | 0.07 | 0.08 | 0.12 | 0.01 | 0.14 | 0.28 | -0.28 | 0.02 | 0.17 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | 0.0 |
Beta | NA | 0.98 | 0.87 | 0.85 | 0.82 | 1.05 | 0.92 | 0.84 | 0.83 | 0.82 | 0.83 | 0.79 | 0.88 | 0.71 |
RSquared | NA | 0.94 | 0.93 | 0.94 | 0.96 | 0.92 | 0.93 | 0.85 | 0.95 | 0.97 | 0.96 | 0.98 | 0.96 | 0.65 |
Yield(%) | N/A | 2.8 | 2.7 | 3.5 | N/A | 0.4 | 2.9 | 2.6 | 2.9 | 3.1 | 3.9 | 5.1 | 5.1 | 2.4 |
Dividend Growth(%) | N/A | 10.0 | -24.6 | N/A | N/A | -85.1 | 23.7 | -13.6 | 2.3 | -6.5 | -42.5 | -1.2 | 125.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2006
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See Target Date 2000-2010 Asset Class Trend Rankings |
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