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SRJIX: JPMORGAN SMARTRETIREMENT 2035 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 19.17 0.13(0.68%) April 26
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (73%) |
Start Date: | 08/06/2007 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 1.85% |
Expenses | 0.51% |
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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(%) | 1.8 | 0.9 | 15.4 | 1.9 | 7.3 | 7.1 | 10.2 | 6.5 | 17.7 | -19.2 | 16.7 | 14.3 | 22.5 | -8.8 | 20.4 | 6.5 | -1.5 | 6.1 | 24.1 | 18.2 | -4.6 | 16.7 | 34.1 | -34.5 | 2.4 |
Sharpe Ratio | NA | -0.07 | 1.18 | -0.03 | 0.37 | 0.46 | NA | 0.34 | 1.4 | -1.19 | 1.56 | 0.57 | 2.56 | -0.84 | 3.3 | 0.54 | -0.12 | 0.61 | 2.33 | 1.51 | -0.21 | 0.95 | 1.34 | -1.02 | 0.2 |
Draw Down(%) | NA | 4.2 | 9.0 | 25.1 | 29.0 | 29.0 | NA | 51.1 | 9.0 | 25.1 | 4.4 | 29.0 | 4.4 | 16.9 | 1.7 | 10.9 | 11.2 | 7.5 | 7.9 | 10.6 | 21.6 | 13.2 | 23.7 | 46.2 | 8.2 |
Standard Deviation(%) | NA | 10.1 | 9.8 | 13.0 | 15.5 | 13.2 | NA | 17.0 | 9.7 | 17.4 | 10.7 | 24.7 | 8.3 | 12.0 | 6.0 | 11.7 | 12.2 | 10.0 | 10.3 | 12.1 | 22.4 | 17.5 | 25.5 | 34.6 | 18.5 |
Treynor Ratio | NA | -0.01 | 0.12 | 0.0 | 0.06 | 0.06 | NA | 0.06 | 0.14 | -0.21 | 0.16 | 0.14 | 0.22 | -0.1 | 0.17 | 0.06 | -0.01 | 0.06 | 0.23 | 0.18 | -0.04 | 0.16 | 0.34 | -0.37 | 0.04 |
Alpha | NA | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 |
Beta | NA | 1.14 | 0.97 | 1.0 | 1.01 | 1.02 | NA | 1.0 | 0.95 | 0.99 | 1.06 | 1.02 | 0.97 | 1.04 | 1.15 | 1.02 | 1.02 | 1.09 | 1.04 | 1.01 | 1.05 | 1.03 | 1.01 | 0.94 | 1.02 |
RSquared | NA | 0.84 | 0.74 | 0.85 | 0.93 | 0.95 | NA | 0.97 | 0.83 | 0.9 | 0.83 | 0.99 | 0.99 | 0.99 | 0.94 | 0.98 | 0.97 | 0.96 | 0.95 | 0.93 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 |
Yield(%) | N/A | 0.0 | 2.5 | 7.7 | 8.4 | 6.9 | 10.4 | N/A | 2.7 | 6.8 | 16.7 | 5.2 | 11.3 | 5.0 | 4.6 | 3.1 | 3.1 | 4.5 | 5.5 | 2.6 | 2.3 | 2.7 | 2.6 | 2.0 | 3.3 |
Dividend Growth(%) | N/A | -100.0 | -70.1 | 32.3 | 124.8 | N/A | N/A | N/A | -70.1 | -60.3 | 249.0 | -48.8 | 93.3 | 25.0 | 55.6 | -5.3 | -27.8 | -8.1 | 145.7 | 6.1 | -2.9 | 36.0 | -13.8 | -40.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/2007
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