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JTTYX: JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R6 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 11/04/2014 |
| Last Dividend Date: | 04/22/2025 |
| 12-Mo. Yield | 5.97% |
| 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 | Since 11/04/2014 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.3 | 5.1 | 5.5 | 4.5 | 4.8 | -0.1 | 4.3 | 16.2 | -13.9 | 6.2 | 10.5 | 15.9 | -5.3 | 14.1 | 5.9 | -0.6 | 1.1 |
| Sharpe Ratio | NA | 0.39 | 0.22 | 0.45 | 0.41 | 0.44 | -0.34 | 0.09 | 1.73 | -1.53 | 1.23 | 0.82 | 3.47 | -0.96 | 3.61 | 0.73 | -0.08 | 1.12 |
| Draw Down(%) | NA | 6.5 | 10.0 | 18.4 | 18.4 | 18.4 | 6.5 | 4.8 | 6.4 | 18.1 | 2.5 | 18.0 | 1.7 | 10.4 | 1.3 | 6.9 | 7.9 | 3.1 |
| Standard Deviation(%) | NA | 7.7 | 8.6 | 7.8 | 7.8 | 7.8 | 10.5 | 7.3 | 7.3 | 10.0 | 5.0 | 12.4 | 4.2 | 7.0 | 3.7 | 7.7 | 8.0 | 6.4 |
| Treynor Ratio | NA | 0.03 | 0.02 | 0.04 | 0.18 | 0.19 | -0.03 | 0.01 | 0.13 | -0.17 | 0.08 | 0.13 | 10.09 | -0.45 | 0.14 | 0.06 | -0.01 | 0.07 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.03 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.13 | 0.98 | 0.92 | 0.18 | 0.18 | 1.16 | 1.14 | 0.95 | 0.89 | 0.77 | 0.76 | 0.01 | 0.15 | 0.97 | 0.95 | 0.94 | 1.0 |
| RSquared | NA | 0.95 | 0.85 | 0.87 | 0.2 | 0.2 | 0.94 | 0.76 | 0.72 | 0.99 | 0.88 | 0.96 | 0.03 | 0.21 | 0.88 | 0.98 | 0.97 | 0.98 |
| Yield(%) | N/A | 6.0 | 4.8 | 6.7 | 6.0 | N/A | 0.8 | 5.3 | 3.8 | 4.4 | 13.1 | 5.3 | 15.7 | 5.8 | 4.7 | 3.1 | 3.3 | 2.8 |
| Dividend Growth(%) | N/A | 72.1 | -63.3 | -8.5 | N/A | N/A | -84.4 | 48.9 | -28.9 | -68.8 | 158.8 | -66.3 | 141.2 | 34.3 | 58.1 | -11.4 | 15.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2014
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See Target Date 2016-2020 Asset Class Trend Rankings |
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