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JTSYX: JPMORGAN SMARTRETIREMENT 2050 FUND CLASS R6 (MUTUAL FUND)
Basic Info 27.13 0.72(2.59%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 11/04/2014 |
| Last Dividend Date: | 12/31/2025 |
| 12-Mo. Yield | 5.76% |
| Expenses | 0.67% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/04/2014 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 6.8 | 19.8 | 16.9 | 3.9 | 8.2 | 7.3 | 18.2 | 12.3 | 23.0 | -24.8 | 3.7 | 12.2 | 25.0 | -9.6 | 22.1 | 6.8 | -1.5 | 1.6 |
| Sharpe Ratio | NA | 0.98 | 1.45 | 1.03 | 0.08 | 0.4 | 0.36 | 1.0 | 0.76 | 1.64 | -1.13 | 0.22 | 0.39 | 2.36 | -0.81 | 3.22 | 0.52 | -0.12 | 1.05 |
| Draw Down(%) | NA | 9.1 | 9.1 | 15.1 | 34.8 | 34.8 | 34.8 | 15.1 | 7.1 | 10.3 | 26.0 | 15.9 | 33.2 | 5.6 | 18.8 | 2.1 | 11.9 | 11.8 | 4.6 |
| Standard Deviation(%) | NA | 14.4 | 11.9 | 13.2 | 16.4 | 16.5 | 16.1 | 15.4 | 11.4 | 11.9 | 23.3 | 16.8 | 30.2 | 10.0 | 13.6 | 6.7 | 12.8 | 13.1 | 10.1 |
| Treynor Ratio | NA | 0.14 | 0.19 | 0.16 | 0.02 | 0.08 | 0.07 | 0.19 | 0.1 | 0.23 | -0.3 | 0.05 | 0.15 | 0.3 | -0.14 | 0.23 | 0.07 | -0.02 | 0.13 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.03 | -0.02 | -0.02 | 0.01 | -0.03 | 0.0 | -0.04 | -0.06 | -0.01 | 0.0 | -0.03 | 0.01 | -0.02 | -0.01 | -0.02 |
| Beta | NA | 1.0 | 0.91 | 0.84 | 0.84 | 0.83 | 0.83 | 0.8 | 0.84 | 0.85 | 0.88 | 0.79 | 0.81 | 0.78 | 0.77 | 0.93 | 0.95 | 0.82 | 0.82 |
| RSquared | NA | 0.92 | 0.88 | 0.9 | 0.78 | 0.83 | 0.84 | 0.94 | 0.86 | 0.88 | 0.84 | 0.4 | 0.87 | 0.96 | 0.95 | 0.85 | 0.94 | 0.94 | 0.95 |
| Yield(%) | N/A | 0.0 | 5.7 | 4.2 | 2.6 | 4.6 | N/A | 6.0 | 3.2 | 2.2 | 1.5 | 3.1 | 1.8 | 11.3 | 4.5 | 4.8 | 3.3 | 3.1 | 3.3 |
| Dividend Growth(%) | N/A | -100.0 | 112.0 | 71.5 | -30.6 | N/A | N/A | 112.0 | 70.8 | 9.9 | -51.1 | 85.7 | -81.9 | 112.3 | 12.8 | 49.5 | 1.2 | -8.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2014
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