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SRJSX: JPMORGAN SMARTRETIREMENT 2035 FUND SELECT CLASS (MUTUAL FUND)
Basic Info 19.81 0.06(0.30%) May 16
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (72%) |
Start Date: | 08/06/2007 |
Last Dividend Date: | 12/29/2023 |
12-Mo. Yield | 2.32% |
Expenses | 0.51% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 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(%) | 1.2 | 4.6 | 17.7 | 3.1 | 8.3 | 7.2 | 10.2 | 6.6 | 17.5 | -19.3 | 16.6 | 14.2 | 22.3 | -8.8 | 20.2 | 6.3 | -1.6 | 6.0 | 23.8 | 18.1 | -4.9 | 16.5 | 34.0 | -34.6 | 2.4 |
Sharpe Ratio | NA | 0.62 | 1.31 | 0.02 | 0.41 | 0.46 | NA | 0.34 | 1.39 | -1.19 | 1.56 | 0.56 | 2.53 | -0.85 | 3.24 | 0.53 | -0.14 | 0.59 | 2.3 | 1.49 | -0.22 | 0.94 | 1.33 | -1.02 | 0.19 |
Draw Down(%) | NA | 4.2 | 9.0 | 25.2 | 29.1 | 29.1 | NA | 51.2 | 9.0 | 25.2 | 4.2 | 29.1 | 4.4 | 17.0 | 1.8 | 10.9 | 11.3 | 7.5 | 7.9 | 10.6 | 21.6 | 13.3 | 23.7 | 46.3 | 8.2 |
Standard Deviation(%) | NA | 9.8 | 9.6 | 12.9 | 15.5 | 13.2 | NA | 17.0 | 9.6 | 17.4 | 10.6 | 24.7 | 8.3 | 12.0 | 6.1 | 11.7 | 12.2 | 10.0 | 10.3 | 12.2 | 22.4 | 17.5 | 25.4 | 34.6 | 18.5 |
Treynor Ratio | NA | 0.06 | 0.13 | 0.0 | 0.06 | 0.06 | NA | 0.06 | 0.14 | -0.21 | 0.16 | 0.14 | 0.21 | -0.1 | 0.17 | 0.06 | -0.02 | 0.05 | 0.23 | 0.18 | -0.05 | 0.16 | 0.34 | -0.37 | 0.03 |
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 | 1.11 | 0.95 | 0.99 | 1.01 | 1.02 | NA | 1.0 | 0.94 | 0.99 | 1.05 | 1.02 | 0.98 | 1.04 | 1.15 | 1.02 | 1.02 | 1.08 | 1.05 | 1.01 | 1.05 | 1.03 | 1.01 | 0.94 | 1.02 |
RSquared | NA | 0.88 | 0.74 | 0.85 | 0.93 | 0.95 | NA | 0.97 | 0.82 | 0.9 | 0.82 | 0.99 | 0.99 | 0.99 | 0.93 | 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 | 2.3 | 7.6 | 8.4 | 6.7 | 9.4 | N/A | 2.5 | 6.6 | 16.6 | 5.0 | 11.2 | 4.8 | 4.5 | 3.0 | 3.1 | 4.4 | 5.3 | 2.3 | 2.2 | 2.4 | 2.4 | 1.9 | 3.2 |
Dividend Growth(%) | N/A | -100.0 | -71.8 | 32.9 | 128.2 | N/A | N/A | N/A | -71.6 | -60.8 | 260.0 | -50.5 | 100.0 | 24.7 | 58.8 | -8.9 | -27.3 | -7.2 | 167.7 | 0.0 | 3.3 | 30.4 | -17.9 | -41.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/2007
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