It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
JTSIX: JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 27.11 0.71(2.55%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 08/06/2007 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.66% |
| Expenses | 0.67% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 6.8 | 19.7 | 16.6 | 8.2 | 10.8 | 9.7 | 8.4 | 18.0 | 12.3 | 22.7 | -18.5 | 17.7 | 15.5 | 24.9 | -9.8 | 22.1 | 6.7 | -1.6 | 6.0 | 25.0 | 18.4 | -4.8 | 17.0 | 34.0 | -33.5 | 2.3 |
| Sharpe Ratio | NA | 1.56 | 1.8 | 1.13 | 0.43 | 0.6 | NA | 0.42 | 0.99 | 0.76 | 1.62 | -0.96 | 1.42 | 0.5 | 2.35 | -0.83 | 3.22 | 0.51 | -0.12 | 0.57 | 2.34 | 1.5 | -0.21 | 0.96 | 1.33 | -0.99 | 0.17 |
| Draw Down(%) | NA | 9.1 | 9.1 | 15.2 | 25.7 | 33.3 | NA | 50.0 | 15.2 | 7.2 | 10.4 | 25.7 | 5.3 | 33.3 | 5.6 | 18.8 | 1.9 | 11.9 | 11.9 | 7.8 | 8.1 | 10.8 | 21.7 | 13.2 | 23.6 | 45.5 | 8.1 |
| Standard Deviation(%) | NA | 14.1 | 11.5 | 13.2 | 14.9 | 15.8 | NA | 17.8 | 15.4 | 11.4 | 11.9 | 20.9 | 12.5 | 30.2 | 10.0 | 13.6 | 6.7 | 12.7 | 13.1 | 10.5 | 10.7 | 12.3 | 22.5 | 17.6 | 25.4 | 34.6 | 18.3 |
| Treynor Ratio | NA | 0.22 | 0.23 | 0.18 | 0.08 | 0.11 | NA | 0.09 | 0.19 | 0.1 | 0.23 | -0.24 | 0.2 | 0.19 | 0.3 | -0.14 | 0.23 | 0.07 | -0.02 | 0.07 | 0.27 | 0.2 | -0.05 | 0.18 | 0.37 | -0.41 | 0.03 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | NA | -0.01 | 0.01 | -0.03 | 0.0 | -0.02 | -0.02 | 0.0 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | -0.02 | -0.01 | 0.01 | -0.03 | 0.01 | 0.03 | -0.01 | 0.01 |
| Beta | NA | 1.0 | 0.91 | 0.84 | 0.84 | 0.83 | NA | 0.86 | 0.8 | 0.84 | 0.85 | 0.84 | 0.9 | 0.81 | 0.78 | 0.77 | 0.92 | 0.94 | 0.82 | 0.89 | 0.92 | 0.91 | 0.95 | 0.95 | 0.91 | 0.83 | 0.91 |
| RSquared | NA | 0.92 | 0.87 | 0.9 | 0.92 | 0.91 | NA | 0.93 | 0.94 | 0.87 | 0.89 | 0.95 | 0.9 | 0.88 | 0.96 | 0.95 | 0.85 | 0.94 | 0.94 | 0.93 | 0.91 | 0.89 | 0.97 | 0.94 | 0.95 | 0.98 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 5.9 | 3.1 | 2.1 | 8.0 | 16.7 | 5.0 | 11.2 | 4.4 | 4.6 | 3.3 | 3.1 | 4.5 | 5.6 | 2.5 | 2.3 | 3.9 | 2.6 | 2.3 | 2.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 115.6 | 73.7 | -80.8 | -51.1 | 259.9 | -48.6 | 114.9 | 13.4 | 49.6 | -0.7 | -28.0 | -8.7 | 160.2 | 0.6 | -33.1 | 94.5 | -24.6 | -13.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2046-2050 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2046-2050
Best Mutual Funds
- PPLIX (PRINCIPAL LIFETIME 2050 FUND INSTITUTIONAL CLASS) (100%)
- PTEFX (PRINCIPAL LIFETIME 2050 FUND R-5) (99%)
- ARFSX (ONE CHOICE 2050 PORTFOLIO I CLASS) (96%)
- ARFVX (ONE CHOICE 2050 PORTFOLIO INVESTOR CLASS) (95%)
- FFFHX (FIDELITY FREEDOM 2050 FUND FIDELITY FREEDOM 2050 FUND) (94%)
- FFFPX (FIDELITY ADVISOR FREEDOM 2050 FUND CLASS I) (93%)
- JTSIX (JPMORGAN SMARTRETIREMENT 2050 FUND INSTITUTIONAL CLASS) (92%)
- JTSSX (JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS) (90%)
- LPRFX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND INVESTOR A SHARES) (89%)
- LPSGX (BLACKROCK LIFEPATH DYNAMIC 2050 FUND CLASS K) (88%)
Latest Articles Related to JTSIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
