Find A Portfolio/Ticker
Comparison Box
JTTAX: JPMORGAN SMARTRETIREMENT 2020 FUND CLASS A (MUTUAL FUND)
Basic Info 15.56 0.02(0.13%) May 07
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (64%) |
Start Date: | 05/31/2006 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 2.52% |
Expenses | 0.62% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/31/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.1 | -0.5 | 8.9 | 0.3 | 4.0 | 4.5 | 7.4 | 5.3 | 11.8 | -17.7 | 7.1 | 10.1 | 15.5 | -5.6 | 13.7 | 5.6 | -1.0 | 6.7 | 13.4 | 14.3 | -1.0 | 15.0 | 29.0 | -29.1 | 5.1 | 11.7 |
Sharpe Ratio | NA | -0.77 | 0.58 | -0.27 | 0.26 | 0.44 | NA | 0.37 | 1.19 | -1.8 | 1.35 | 0.8 | 3.32 | -0.98 | 3.37 | 0.7 | -0.12 | 1.05 | 1.92 | 1.76 | -0.07 | 1.19 | 1.5 | -1.13 | 0.18 | 2.05 |
Draw Down(%) | NA | 4.5 | 6.5 | 19.4 | 19.4 | 19.4 | NA | 43.2 | 6.5 | 19.4 | 2.5 | 18.0 | 1.8 | 10.7 | 1.3 | 6.9 | 8.0 | 4.8 | 6.6 | 7.0 | 14.7 | 9.0 | 18.6 | 39.4 | 8.1 | 4.8 |
Standard Deviation(%) | NA | 8.9 | 8.0 | 8.1 | 8.6 | 7.7 | NA | 11.5 | 6.4 | 10.6 | 5.3 | 12.3 | 4.2 | 7.0 | 3.9 | 7.6 | 8.1 | 6.4 | 7.0 | 8.2 | 15.2 | 12.5 | 19.2 | 26.6 | 12.0 | 8.4 |
Treynor Ratio | NA | -0.06 | 0.05 | -0.02 | 0.19 | 0.21 | NA | 0.11 | 0.09 | -0.22 | 1.09 | 0.32 | 9.19 | -0.47 | 0.13 | 0.06 | -0.01 | 0.07 | 0.14 | 0.15 | -0.01 | 0.15 | 0.29 | -0.32 | 0.02 | 0.17 |
Alpha | NA | -0.03 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.0 | -0.03 | 0.02 | 0.02 | 0.05 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | -0.01 |
Beta | NA | 1.23 | 0.98 | 0.88 | 0.12 | 0.16 | NA | 0.41 | 0.87 | 0.87 | 0.07 | 0.31 | 0.02 | 0.15 | 0.97 | 0.94 | 0.95 | 0.99 | 0.96 | 0.94 | 0.99 | 1.01 | 0.99 | 0.94 | 1.05 | 1.01 |
RSquared | NA | 0.69 | 0.59 | 0.8 | 0.13 | 0.18 | NA | 0.42 | 0.79 | 0.86 | 0.06 | 0.38 | 0.04 | 0.21 | 0.82 | 0.98 | 0.97 | 0.98 | 0.96 | 0.92 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 | 0.68 |
Yield(%) | N/A | 0.0 | 3.2 | 6.0 | 7.4 | 5.9 | 7.6 | N/A | 3.4 | 4.0 | 12.8 | 5.0 | 15.4 | 5.4 | 4.4 | 2.8 | 3.1 | 4.1 | 3.5 | 2.5 | 2.4 | 2.7 | 3.0 | 4.8 | 5.1 | 2.2 |
Dividend Growth(%) | N/A | -100.0 | -31.9 | -26.1 | 90.4 | N/A | N/A | N/A | -31.9 | -70.5 | 165.9 | -67.4 | 152.3 | 33.7 | 63.3 | -12.5 | -23.3 | 28.1 | 54.1 | 0.0 | 0.0 | 15.6 | -58.4 | -6.1 | 148.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) 0.16% (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) 0.14% (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) 0.0% (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) 0.15% (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) 0.17% (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) 0.16% (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) 0.16% (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) 0.30% (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) 0.18% (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) 0.18% (80%)