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JTTSX: JPMORGAN SMARTRETIREMENT 2020 FUND SELECT CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 04/22/2025 |
| 12-Mo. Yield | 4.64% |
| Expenses | 0.62% |
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Performance Analytics (As of 05/02/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.0 | 4.5 | 3.6 | 1.8 | 2.6 | 4.7 | 4.5 | 3.5 | 15.6 | -15.9 | -4.7 | 7.5 | 15.7 | -5.5 | 13.9 | 5.7 | -0.9 | 6.8 | 13.6 | 14.4 | -0.9 | 14.8 | 29.2 | -28.9 | 5.4 | 11.9 |
| Sharpe Ratio | NA | -0.57 | -0.25 | -0.09 | -0.09 | 0.11 | NA | 0.28 | -0.44 | 1.59 | -1.66 | -0.41 | 0.57 | 3.39 | -0.97 | 3.4 | 0.72 | -0.11 | 1.07 | 1.92 | 1.77 | -0.06 | 1.18 | 1.52 | -1.12 | 0.2 | 2.11 |
| Draw Down(%) | NA | 6.5 | 7.4 | 10.1 | 26.7 | 26.7 | NA | 43.0 | 4.6 | 6.5 | 18.3 | 11.9 | 18.0 | 1.8 | 10.6 | 1.3 | 6.9 | 8.0 | 4.8 | 6.6 | 7.0 | 14.5 | 9.2 | 18.4 | 39.2 | 8.1 | 4.8 |
| Standard Deviation(%) | NA | 10.2 | 7.7 | 8.6 | 9.1 | 8.5 | NA | 11.6 | 7.2 | 7.2 | 10.4 | 11.3 | 12.5 | 4.2 | 7.0 | 3.9 | 7.6 | 8.1 | 6.3 | 7.1 | 8.2 | 15.3 | 12.5 | 19.2 | 26.5 | 12.1 | 8.4 |
| Treynor Ratio | NA | -0.05 | -0.02 | -0.01 | -0.02 | 0.05 | NA | 0.08 | -0.09 | 0.13 | -0.19 | -0.07 | 0.24 | 9.02 | -0.46 | 0.14 | 0.06 | -0.01 | 0.07 | 0.14 | 0.15 | -0.01 | 0.15 | 0.29 | -0.32 | 0.02 | 0.18 |
| Alpha | NA | -0.04 | -0.02 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.0 | 0.01 | -0.01 | -0.04 | 0.01 | 0.05 | -0.02 | 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 | 1.11 | 1.1 | 0.91 | 0.5 | 0.17 | NA | 0.42 | 0.35 | 0.89 | 0.9 | 0.65 | 0.3 | 0.02 | 0.15 | 0.98 | 0.94 | 0.95 | 0.98 | 0.97 | 0.95 | 1.0 | 1.01 | 0.99 | 0.94 | 1.06 | 1.01 |
| RSquared | NA | 0.9 | 0.92 | 0.79 | 0.35 | 0.16 | NA | 0.41 | 0.26 | 0.65 | 0.95 | 0.14 | 0.35 | 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 | 0.69 |
| Yield(%) | N/A | 0.7 | N/A | N/A | N/A | N/A | N/A | N/A | 4.0 | 3.5 | 2.4 | 2.5 | 2.3 | 15.5 | 5.6 | 4.5 | 2.9 | 3.2 | 4.2 | 3.5 | 2.6 | 2.5 | 2.5 | 3.2 | 5.0 | 5.2 | 2.3 |
| Dividend Growth(%) | N/A | -81.5 | N/A | N/A | N/A | N/A | N/A | N/A | 22.5 | 20.0 | -9.7 | 9.6 | -84.8 | 146.8 | 35.9 | 62.1 | -13.1 | -22.1 | 28.1 | 52.2 | -1.3 | 13.2 | -0.6 | -57.0 | -5.8 | 145.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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See Target Date 2016-2020 Asset Class Trend Rankings |
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