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JTSSX: JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS (MUTUAL FUND)
Basic Info 21.29 0.17(0.80%) April 26
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (60%) |
Start Date: | 08/06/2007 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 1.44% |
Expenses | 0.67% |
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Performance Analytics (As of 04/26/2024)
Last 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(%) | 2.4 | 3.2 | 19.7 | 3.0 | 8.7 | 8.0 | 10.8 | 7.1 | 20.4 | -20.7 | 20.7 | 15.3 | 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 | 0.61 | 1.43 | 0.05 | 0.38 | 0.44 | NA | 0.35 | 1.39 | -1.06 | 1.62 | 0.5 | 2.35 | -0.82 | 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 | 4.8 | 10.4 | 27.3 | 33.2 | 33.2 | NA | 50.1 | 10.4 | 27.3 | 5.3 | 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 | 11.0 | 11.1 | 15.4 | 18.8 | 15.5 | NA | 18.2 | 11.7 | 20.9 | 12.8 | 30.2 | 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 | 0.08 | 0.18 | 0.01 | 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 | 0.03 |
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 | 0.83 | 0.84 | 0.84 | NA | 0.86 | 0.83 | 0.81 | 0.87 | 0.85 | 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 | 0.82 | 0.83 | 0.86 | 0.92 | 0.92 | NA | 0.94 | 0.86 | 0.89 | 0.81 | 0.96 | 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 | 1.8 | 7.7 | 8.5 | 7.0 | 10.5 | N/A | 1.9 | 7.9 | 16.5 | 4.9 | 11.1 | 4.3 | 4.5 | 3.1 | 3.0 | 4.3 | 5.4 | 2.3 | 2.2 | 3.7 | 2.5 | 2.2 | 2.5 |
Dividend Growth(%) | N/A | -100.0 | -82.6 | 48.4 | 149.4 | N/A | N/A | N/A | -82.6 | -51.3 | 267.0 | -49.5 | 119.4 | 12.0 | 53.7 | -1.8 | -27.6 | -10.6 | 174.2 | 0.0 | -35.4 | 100.0 | -25.0 | -15.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/2007
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