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JAKYX: JPMORGAN SMARTRETIREMENT 2060 FUND CLASS R6 (MUTUAL FUND)
Basic Info 27.74 0.72(2.53%) June 05
| Asset Class: | Target Date 2056-2060 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/31/2016 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 4.81% |
| Expenses | 0.86% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 08/31/2016 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 6.9 | 19.9 | 16.9 | 6.1 | 9.4 | 18.1 | 12.4 | 22.7 | -21.9 | 11.1 | 13.1 | 25.1 | -9.5 | 22.1 | 1.9 |
| Sharpe Ratio | NA | 0.99 | 1.45 | 1.03 | 0.23 | 0.48 | 1.0 | 0.77 | 1.63 | -1.08 | 0.84 | 0.43 | 2.36 | -0.81 | 3.32 | 0.58 |
| Draw Down(%) | NA | 9.1 | 9.1 | 15.1 | 29.8 | 33.1 | 15.1 | 7.1 | 10.4 | 25.6 | 10.0 | 33.1 | 5.6 | 18.7 | 2.0 | 4.5 |
| Standard Deviation(%) | NA | 14.5 | 11.9 | 13.2 | 15.3 | 16.0 | 15.4 | 11.4 | 11.8 | 21.8 | 13.2 | 30.0 | 10.0 | 13.5 | 6.5 | 9.6 |
| Treynor Ratio | NA | 0.14 | 0.19 | 0.16 | 0.04 | 0.09 | 0.19 | 0.11 | 0.23 | -0.27 | 0.13 | 0.16 | 0.3 | -0.14 | 0.24 | 0.06 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | -0.03 | 0.0 | -0.03 | -0.04 | -0.01 | 0.0 | -0.03 | 0.01 | -0.02 |
| Beta | NA | 1.0 | 0.91 | 0.84 | 0.84 | 0.82 | 0.8 | 0.83 | 0.85 | 0.86 | 0.85 | 0.81 | 0.78 | 0.77 | 0.9 | 0.9 |
| RSquared | NA | 0.92 | 0.88 | 0.9 | 0.88 | 0.89 | 0.94 | 0.86 | 0.89 | 0.91 | 0.71 | 0.87 | 0.96 | 0.95 | 0.86 | 0.93 |
| Yield(%) | N/A | 0.0 | 4.8 | 4.0 | 2.7 | N/A | 5.1 | 3.6 | 2.2 | 1.4 | 3.2 | 1.7 | 5.0 | 2.8 | 2.5 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | 59.0 | 75.3 | N/A | N/A | 59.0 | 93.9 | 17.8 | -52.2 | 100.9 | -57.7 | 56.0 | 32.4 | 95.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2016
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