JFFIX
2055 JPMorgan SmartRetirement-R5
$25.62
0.00 (0.00%)
Currency in USD / Last Updated: 4/24/2024
Category | Target Date-2050s |
---|---|
Market Cap | 1629.686M |
52 Week High | 26.37 |
52 Week Low | 21.099 |
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Key Data
Symbol | JFFIX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 25.62 |
Price Yesterday | 25.62 |
Market Cap | 1,629.69 |
YTD Return | 4.96% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0051 |
Overview
52 Week High | 26.37 |
---|---|
52 Week Low | 21.10 |
Market Cap | 1,629.69M |
Shares Outstanding | 63.61M |
Income Dividend Yield | 1.68% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.68% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 108.32% |
One Months | -24.97% |
Three Months | 20.19% |
Six Months | 41.52% |
Nine Months | 13.18% |
One Year | 17.61% |
Three Years | 3.15% |
Five Years | 8.92% |
Ten Years | 8.00% |
YTD | 16.71% |
Since Inception | 9.43% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 1.47% |
One Month | -2.47% |
Three Months | 4.70% |
Six Months | 18.78% |
Nine Months | 9.77% |
One Year | 17.59% |
Three Years | 9.74% |
Five Years | 53.17% |
Ten Years | 115.55% |
YTD | 4.96% |
Since Inception | 200.14% |
Yearly Returns
2024 | 4.96% |
---|---|
2023 | 20.23% |
2022 | -18.24% |
2021 | 17.53% |
2020 | 15.48% |
2019 | 24.89% |
2018 | -9.69% |
2017 | 22.01% |
2016 | 6.81% |
2015 | -1.61% |
Risk against SP-DA
Alpha | -4.88% |
---|---|
Beta | 0.89 |
Correlation | 97.42% |
Downside Deviation | 2.89% |
Coefficient of determination | 94.91% |
Standard Deviation | 3.14% |
Sharpe Ratio | -0.64 |
Sortino | -2.4 |
Treynor | 13.7 |
Ulcer Index | 3.26 |
Ulcer Performance Index | -2.13 |