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JTTAX: JPMORGAN SMARTRETIREMENT 2020 FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 04/22/2025 |
| 12-Mo. Yield | 5.40% |
| Expenses | 0.62% |
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Performance Analytics (As of 05/02/2025)
Not up-to-date? Try| Last 1 Week* | 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.9 | 4.0 | 1.9 | 2.6 | 4.7 | 4.4 | -0.3 | 4.3 | 15.2 | -16.0 | -4.9 | 7.3 | 15.5 | -5.6 | 13.7 | 5.6 | -1.0 | 6.7 | 13.4 | 14.3 | -1.0 | 15.0 | 29.0 | -29.1 | 5.1 | 11.7 |
| Sharpe Ratio | NA | 0.33 | 0.09 | 0.0 | 0.14 | NA | 0.29 | -0.38 | 0.1 | 1.66 | -1.67 | -0.42 | 0.56 | 3.31 | -1.0 | 3.36 | 0.7 | -0.12 | 1.05 | 1.92 | 1.76 | -0.07 | 1.19 | 1.5 | -1.13 | 0.17 | 2.03 |
| Draw Down(%) | NA | 6.6 | 10.2 | 26.9 | 26.9 | NA | 43.2 | 6.6 | 4.5 | 6.5 | 18.4 | 11.9 | 18.0 | 1.8 | 10.7 | 1.3 | 6.9 | 8.0 | 4.8 | 6.6 | 7.0 | 14.7 | 9.0 | 18.6 | 39.4 | 8.1 | 4.8 |
| Standard Deviation(%) | NA | 7.7 | 8.6 | 9.2 | 8.5 | NA | 11.6 | 10.3 | 7.1 | 7.0 | 10.4 | 11.8 | 12.5 | 4.2 | 7.0 | 3.9 | 7.6 | 8.1 | 6.4 | 7.0 | 8.2 | 15.2 | 12.5 | 19.2 | 26.6 | 12.0 | 8.4 |
| Treynor Ratio | NA | 0.02 | 0.01 | 0.0 | 0.07 | NA | 0.08 | -0.03 | 0.01 | 0.12 | -0.19 | -0.08 | 0.09 | 9.14 | -0.47 | 0.13 | 0.06 | -0.01 | 0.07 | 0.14 | 0.15 | -0.01 | 0.15 | 0.29 | -0.32 | 0.02 | 0.17 |
| Alpha | NA | -0.01 | -0.01 | -0.02 | 0.0 | NA | 0.0 | -0.03 | -0.01 | 0.01 | -0.01 | -0.04 | -0.01 | 0.05 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | -0.01 |
| Beta | NA | 1.12 | 0.99 | 0.9 | 0.18 | NA | 0.44 | 1.15 | 1.13 | 0.94 | 0.9 | 0.62 | 0.75 | 0.02 | 0.15 | 0.97 | 0.94 | 0.95 | 0.99 | 0.96 | 0.94 | 0.99 | 1.01 | 0.99 | 0.94 | 1.05 | 1.01 |
| RSquared | NA | 0.95 | 0.87 | 0.62 | 0.16 | NA | 0.43 | 0.93 | 0.8 | 0.77 | 0.96 | 0.11 | 0.91 | 0.04 | 0.21 | 0.82 | 0.98 | 0.97 | 0.98 | 0.96 | 0.92 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 | 0.68 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.7 | 4.8 | 3.3 | 2.3 | 2.3 | 2.2 | 15.4 | 5.4 | 4.4 | 2.8 | 3.1 | 4.1 | 3.4 | 2.5 | 2.5 | 2.7 | 3.0 | 4.8 | 5.1 | 2.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -85.9 | 56.1 | 19.8 | -8.9 | 9.5 | -85.6 | 150.7 | 36.0 | 63.0 | -13.3 | -22.6 | 28.7 | 52.8 | -1.1 | 1.9 | 12.6 | -57.5 | -6.5 | 154.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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See Target Date 2016-2020 Asset Class Trend Rankings |
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