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JTSSX: JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (MUTUAL FUND)
Basic Info 24.8 0.14(0.57%) July 09
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 08/06/2007 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 2.14% |
| Expenses | 0.67% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/06/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 9.8 | 12.0 | 12.0 | 6.8 | 6.1 | 8.3 | 6.2 | 11.8 | 22.4 | -25.0 | 3.5 | 11.9 | 24.7 | -9.9 | 21.9 | 6.6 | -1.6 | 5.9 | 24.8 | 18.1 | -4.9 | 16.9 | 33.7 | -33.6 | 2.2 |
| Sharpe Ratio | NA | 0.91 | 0.57 | 0.54 | 0.28 | 0.28 | NA | 0.29 | 0.46 | 1.55 | -1.14 | 0.21 | 0.38 | 2.35 | -0.83 | 3.2 | 0.5 | -0.13 | 0.56 | 2.31 | 1.47 | -0.22 | 0.95 | 1.33 | -1.0 | 0.17 |
| Draw Down(%) | NA | 15.2 | 15.2 | 15.7 | 35.0 | 35.0 | NA | 50.1 | 7.1 | 10.4 | 26.2 | 15.9 | 33.2 | 5.7 | 18.9 | 1.9 | 11.9 | 11.9 | 7.9 | 8.1 | 10.9 | 21.7 | 13.2 | 23.5 | 45.6 | 8.2 |
| Standard Deviation(%) | NA | 19.6 | 16.4 | 15.9 | 16.7 | 16.8 | NA | 18.4 | 11.4 | 11.8 | 23.3 | 16.8 | 30.3 | 10.0 | 13.6 | 6.7 | 12.7 | 13.1 | 10.5 | 10.7 | 12.4 | 22.5 | 17.6 | 25.3 | 34.5 | 18.3 |
| Treynor Ratio | NA | 0.23 | 0.12 | 0.1 | 0.06 | 0.06 | NA | 0.06 | 0.06 | 0.21 | -0.3 | 0.04 | 0.14 | 0.3 | -0.14 | 0.23 | 0.07 | -0.02 | 0.07 | 0.27 | 0.2 | -0.05 | 0.18 | 0.37 | -0.41 | 0.03 |
| Alpha | NA | 0.03 | 0.0 | -0.02 | -0.03 | -0.02 | NA | -0.01 | -0.03 | 0.0 | -0.04 | -0.06 | -0.01 | 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 | 0.79 | 0.8 | 0.85 | 0.84 | 0.83 | NA | 0.86 | 0.83 | 0.85 | 0.88 | 0.79 | 0.81 | 0.78 | 0.77 | 0.92 | 0.94 | 0.82 | 0.89 | 0.92 | 0.92 | 0.95 | 0.94 | 0.91 | 0.83 | 0.91 |
| RSquared | NA | 0.95 | 0.93 | 0.85 | 0.78 | 0.84 | NA | 0.9 | 0.87 | 0.89 | 0.84 | 0.4 | 0.87 | 0.96 | 0.95 | 0.84 | 0.94 | 0.94 | 0.92 | 0.91 | 0.89 | 0.97 | 0.94 | 0.95 | 0.98 | 0.94 |
| Yield(%) | N/A | 0.0 | 2.1 | 2.0 | 2.0 | 3.7 | 5.2 | N/A | 2.4 | 1.9 | 1.2 | 2.8 | 1.5 | 11.1 | 4.3 | 4.5 | 3.1 | 2.9 | 4.3 | 5.4 | 2.4 | 2.2 | 3.7 | 2.5 | 2.2 | 2.5 |
| Dividend Growth(%) | N/A | -100.0 | 48.9 | -62.8 | -58.3 | N/A | N/A | N/A | 48.9 | 11.0 | -54.9 | 97.9 | -84.0 | 118.2 | 13.5 | 51.5 | -0.4 | -28.9 | -9.1 | 170.8 | -0.3 | -34.8 | 100.8 | -26.2 | -15.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/2007
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See Target Date 2046-2050 Asset Class Trend Rankings |
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