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JTSIX: JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 21.29 0.01(0.05%) April 24
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (92%) |
Start Date: | 08/06/2007 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 1.56% |
Expenses | 0.67% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/06/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 2.8 | 17.6 | 3.5 | 8.8 | 8.0 | 11.0 | 7.2 | 20.6 | -20.6 | 20.9 | 15.5 | 24.9 | -9.8 | 22.1 | 6.7 | -1.6 | 6.0 | 25.0 | 18.4 | -4.8 | 17.0 | 34.0 | -33.5 | 2.3 |
Sharpe Ratio | NA | -0.11 | 0.99 | 0.03 | 0.37 | 0.44 | NA | 0.35 | 1.4 | -1.06 | 1.63 | 0.5 | 2.36 | -0.82 | 3.22 | 0.51 | -0.12 | 0.57 | 2.34 | 1.5 | -0.21 | 0.96 | 1.33 | -0.99 | 0.18 |
Draw Down(%) | NA | 4.9 | 10.4 | 27.3 | 33.3 | 33.3 | NA | 50.0 | 10.4 | 27.3 | 5.3 | 33.3 | 5.6 | 18.8 | 1.9 | 11.9 | 11.9 | 7.8 | 8.1 | 10.8 | 21.7 | 13.2 | 23.6 | 45.5 | 8.1 |
Standard Deviation(%) | NA | 11.1 | 11.2 | 15.5 | 18.7 | 15.5 | NA | 18.2 | 11.8 | 20.9 | 12.8 | 30.1 | 10.0 | 13.6 | 6.7 | 12.7 | 13.1 | 10.5 | 10.7 | 12.3 | 22.5 | 17.6 | 25.4 | 34.6 | 18.3 |
Treynor Ratio | NA | -0.01 | 0.13 | 0.0 | 0.08 | 0.08 | NA | 0.07 | 0.2 | -0.27 | 0.24 | 0.18 | 0.3 | -0.14 | 0.23 | 0.07 | -0.02 | 0.07 | 0.27 | 0.2 | -0.05 | 0.18 | 0.37 | -0.41 | 0.04 |
Alpha | NA | -0.04 | -0.01 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.03 | -0.01 | 0.0 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | -0.02 | -0.01 | 0.01 | -0.03 | 0.01 | 0.03 | -0.01 | 0.01 |
Beta | NA | 0.86 | 0.86 | 0.84 | 0.84 | 0.84 | NA | 0.86 | 0.83 | 0.82 | 0.88 | 0.85 | 0.78 | 0.77 | 0.92 | 0.94 | 0.82 | 0.89 | 0.92 | 0.91 | 0.95 | 0.95 | 0.91 | 0.83 | 0.91 |
RSquared | NA | 0.79 | 0.82 | 0.87 | 0.92 | 0.93 | NA | 0.94 | 0.87 | 0.9 | 0.83 | 0.96 | 0.96 | 0.95 | 0.85 | 0.94 | 0.94 | 0.93 | 0.91 | 0.89 | 0.97 | 0.94 | 0.95 | 0.98 | 0.94 |
Yield(%) | N/A | 0.0 | 2.0 | 7.8 | 8.7 | 7.1 | 10.6 | N/A | 2.1 | 8.0 | 16.6 | 5.1 | 11.2 | 4.4 | 4.6 | 3.3 | 3.1 | 4.4 | 5.6 | 2.6 | 2.2 | 3.9 | 2.6 | 2.4 | 2.5 |
Dividend Growth(%) | N/A | -100.0 | -80.7 | 47.3 | 144.4 | N/A | N/A | N/A | -80.7 | -50.9 | 256.1 | -48.1 | 114.6 | 12.9 | 46.6 | 1.8 | -27.8 | -10.2 | 158.8 | 6.2 | -36.0 | 100.0 | -28.6 | -7.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/2007
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