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JTTIX: JPMORGAN SMARTRETIREMENT 2020 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 05/31/2006 |
| Last Dividend Date: | 04/22/2025 |
| 12-Mo. Yield | 5.82% |
| 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 | 6.3 | 4.7 | 5.2 | 4.4 | 6.0 | 5.5 | -0.1 | 4.2 | 16.0 | -14.6 | 6.1 | 10.3 | 15.8 | -5.3 | 14.0 | 5.8 | -0.8 | 6.9 | 13.8 | 14.6 | -0.8 | 15.0 | 29.4 | -28.8 | 5.6 | 11.9 |
| Sharpe Ratio | NA | 0.37 | 0.18 | 0.42 | 0.38 | NA | 0.39 | -0.33 | 0.08 | 1.73 | -1.6 | 1.21 | 0.81 | 3.42 | -0.96 | 3.43 | 0.74 | -0.1 | 1.08 | 1.97 | 1.79 | -0.05 | 1.19 | 1.53 | -1.12 | 0.2 | 2.08 |
| Draw Down(%) | NA | 6.6 | 10.0 | 18.5 | 18.5 | NA | 42.9 | 6.6 | 4.7 | 6.5 | 18.1 | 2.6 | 17.9 | 1.8 | 10.5 | 1.3 | 6.9 | 7.9 | 4.8 | 6.6 | 6.9 | 14.6 | 9.2 | 18.5 | 39.1 | 8.1 | 4.8 |
| Standard Deviation(%) | NA | 7.7 | 8.5 | 7.8 | 7.8 | NA | 11.4 | 10.4 | 7.3 | 7.2 | 10.1 | 5.0 | 12.4 | 4.2 | 7.0 | 3.9 | 7.6 | 8.1 | 6.4 | 7.0 | 8.2 | 15.2 | 12.6 | 19.2 | 26.6 | 12.1 | 8.4 |
| Treynor Ratio | NA | 0.03 | 0.02 | 0.04 | 0.17 | NA | 0.1 | -0.03 | 0.01 | 0.13 | -0.18 | 0.08 | 0.13 | 9.95 | -0.46 | 0.14 | 0.06 | -0.01 | 0.07 | 0.14 | 0.15 | -0.01 | 0.15 | 0.3 | -0.31 | 0.02 | 0.17 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | NA | 0.01 | -0.03 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | -0.01 |
| Beta | NA | 1.12 | 0.98 | 0.92 | 0.18 | NA | 0.44 | 1.15 | 1.14 | 0.94 | 0.89 | 0.78 | 0.76 | 0.01 | 0.15 | 0.97 | 0.93 | 0.95 | 0.98 | 0.95 | 0.95 | 1.0 | 1.02 | 0.99 | 0.94 | 1.06 | 1.01 |
| RSquared | NA | 0.95 | 0.85 | 0.87 | 0.19 | NA | 0.45 | 0.93 | 0.77 | 0.73 | 0.98 | 0.89 | 0.95 | 0.03 | 0.21 | 0.81 | 0.98 | 0.97 | 0.98 | 0.95 | 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 | 0.8 | 5.1 | 3.7 | 3.7 | 13.0 | 5.2 | 15.6 | 5.7 | 4.6 | 3.0 | 3.3 | 4.3 | 3.7 | 2.8 | 2.7 | 2.6 | 3.4 | 5.1 | 5.4 | 2.4 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -84.8 | 50.2 | -18.1 | -73.6 | 161.7 | -66.7 | 143.9 | 35.1 | 58.9 | -12.6 | -21.6 | 27.2 | 48.8 | -0.7 | 14.2 | -0.6 | -56.0 | -5.8 | 147.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
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