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JSWAX: JPMorgan SmartRetirement 2010 A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 03/31/2014 |
| 12-Mo. Yield | 2.66% |
| Expenses | 0.86% |
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Performance Analytics (As of 06/25/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/31/2006 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 11.4 | 6.7 | 9.7 | 5.3 | 3.6 | 7.6 | 10.2 | 0.8 | 11.6 | 23.1 | -21.5 | 4.8 | 8.6 |
| Sharpe Ratio | NA | 2.68 | 1.07 | 1.47 | 0.5 | 1.85 | 1.63 | 2.07 | 0.09 | 1.56 | 1.9 | -1.33 | 0.24 | 2.36 |
| Draw Down(%) | NA | 2.3 | 8.6 | 8.6 | 31.8 | 2.3 | 5.3 | 4.2 | 8.6 | 5.2 | 12.2 | 29.5 | 5.6 | 2.7 |
| Standard Deviation(%) | NA | 4.2 | 6.2 | 6.5 | 9.2 | 4.2 | 4.7 | 4.9 | 8.6 | 7.4 | 12.1 | 16.8 | 7.7 | 4.9 |
| Treynor Ratio | NA | 0.1 | 0.05 | 0.08 | 0.03 | 0.06 | 0.07 | 0.09 | 0.01 | 0.09 | 0.17 | -0.16 | 0.01 | 0.11 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | -0.03 | -0.02 | 0.01 |
| Beta | NA | 1.17 | 1.27 | 1.28 | 1.36 | 1.25 | 1.13 | 1.16 | 1.34 | 1.3 | 1.37 | 1.43 | 1.48 | 1.09 |
| RSquared | NA | 0.88 | 0.86 | 0.85 | 0.89 | 0.83 | 0.88 | 0.74 | 0.88 | 0.88 | 0.9 | 0.93 | 0.81 | 0.83 |
| Yield(%) | N/A | 2.7 | 2.7 | 3.4 | N/A | 0.4 | 2.8 | 2.6 | 2.9 | 2.8 | 3.8 | 4.9 | 4.8 | 2.2 |
| Dividend Growth(%) | N/A | 5.5 | -22.6 | N/A | N/A | -86.3 | 18.6 | -12.2 | 12.1 | -13.6 | -41.5 | 1.1 | 130.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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