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JSFCX: JPMORGAN SMARTRETIREMENT 2015 FUND CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 06/20/2017 |
| 12-Mo. Yield | 1.05% |
| Expenses | 1.56% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/31/2006 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.2 | 4.1 | 4.4 | 5.2 | 4.1 | -1.8 | 4.9 | 9.5 | 11.7 | -0.7 | 12.8 | 25.8 | -26.3 | 4.5 | 10.0 |
| Sharpe Ratio | NA | 2.07 | 0.41 | 0.85 | 0.3 | 0.36 | 2.23 | 0.7 | -0.3 | 0.99 | 1.66 | 1.77 | -0.06 | 1.23 | 1.58 | -1.22 | 0.15 | 2.07 |
| Draw Down(%) | NA | 1.2 | 9.7 | 9.7 | 38.2 | 39.1 | 1.2 | 5.1 | 6.7 | 4.0 | 5.9 | 5.8 | 12.5 | 7.6 | 16.1 | 35.6 | 7.0 | 3.8 |
| Standard Deviation(%) | NA | 2.4 | 5.0 | 5.1 | 11.0 | 10.8 | 2.2 | 5.5 | 6.0 | 4.9 | 5.7 | 6.7 | 12.7 | 10.4 | 16.3 | 22.2 | 9.9 | 6.8 |
| Treynor Ratio | NA | 0.09 | 0.03 | 0.05 | 0.04 | 0.04 | 0.09 | 0.05 | -0.02 | 0.05 | 0.1 | 0.13 | -0.01 | 0.13 | 0.27 | -0.31 | 0.02 | 0.16 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.02 | -0.03 | -0.01 | 0.0 |
| Beta | NA | 0.59 | 0.82 | 0.85 | 0.92 | 0.92 | 0.54 | 0.83 | 0.84 | 0.89 | 0.9 | 0.92 | 0.97 | 0.95 | 0.95 | 0.89 | 0.97 | 0.9 |
| RSquared | NA | 0.55 | 0.92 | 0.93 | 0.97 | 0.97 | 0.48 | 0.97 | 0.95 | 0.96 | 0.94 | 0.94 | 0.98 | 0.97 | 0.96 | 0.99 | 0.97 | 0.93 |
| Yield(%) | N/A | 1.0 | 1.9 | 2.1 | 2.4 | N/A | 0.4 | 1.6 | 2.3 | 2.5 | 2.4 | 2.0 | 2.0 | 2.1 | 3.1 | 4.4 | 4.5 | 2.0 |
| Dividend Growth(%) | N/A | -59.5 | 6.5 | -29.9 | N/A | N/A | -76.2 | -34.6 | -5.7 | 9.0 | 36.1 | -7.8 | 6.2 | -16.4 | -50.1 | -2.1 | 138.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2006
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See Target Date 2011-2015 Asset Class Trend Rankings |
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