JAKQX
2060 JPMorgan SmartRetirement-R4
$21.56
0.00 (0.00%)
Currency in USD / Last Updated: 4/24/2024
Category | Target Date-2060+ |
---|---|
Market Cap | 630.197M |
52 Week High | 22.19 |
52 Week Low | 17.769 |
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Key Data
Symbol | JAKQX |
---|---|
Type | Mutual Fund |
Category | Target Date-2060+ |
Price | 21.56 |
Price Yesterday | 21.56 |
Market Cap | 630.20 |
YTD Return | 4.97% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0065 |
Overview
52 Week High | 22.19 |
---|---|
52 Week Low | 17.77 |
Market Cap | 630.20M |
Shares Outstanding | 29.23M |
Income Dividend Yield | 1.56% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.56% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 107.65% |
One Months | -24.70% |
Three Months | 20.24% |
Six Months | 41.35% |
Nine Months | 13.04% |
One Year | 17.45% |
Three Years | 3.01% |
Five Years | 8.73% |
Ten Years | -999 |
YTD | 16.74% |
Since Inception | 9.12% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 1.46% |
One Month | -2.44% |
Three Months | 4.71% |
Six Months | 18.71% |
Nine Months | 9.68% |
One Year | 17.44% |
Three Years | 9.28% |
Five Years | 51.83% |
Ten Years | -999 |
YTD | 4.97% |
Since Inception | 93.40% |
Yearly Returns
2024 | 4.97% |
---|---|
2023 | 19.98% |
2022 | -18.33% |
2021 | 17.37% |
2020 | 15.22% |
2019 | 24.66% |
2018 | -9.72% |
2017 | 21.75% |
2016 | 1.48% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -4.97% |
---|---|
Beta | 0.89 |
Correlation | 97.33% |
Downside Deviation | 2.89% |
Coefficient of determination | 94.73% |
Standard Deviation | 3.13% |
Sharpe Ratio | -0.65 |
Sortino | -2.45 |
Treynor | 13.57 |
Ulcer Index | 3.27 |
Ulcer Performance Index | -2.17 |