JFFQX
2055 JPMorgan SmartRetirement-R4
$25.66
0.20 (0.79%)
Currency in USD / Last Updated: 4/26/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 1633.513M |
| 52 Week High | 26.36 |
| 52 Week Low | 21.1 |
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Key Data
| Symbol | JFFQX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 25.66 |
| Price Yesterday | 25.46 |
| Market Cap | 1,633.51 |
| YTD Return | 5.16% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0066 |
Overview
| 52 Week High | 26.36 |
|---|---|
| 52 Week Low | 21.10 |
| Market Cap | 1,633.51M |
| Shares Outstanding | 63.66M |
| Income Dividend Yield | 1.31% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.31% |
Returns Annualized
| One Day | 619.81% |
|---|---|
| Five Days | 223.34% |
| One Months | -19.85% |
| Three Months | 18.21% |
| Six Months | 47.16% |
| Nine Months | 12.84% |
| One Year | 19.67% |
| Three Years | 2.98% |
| Five Years | 8.72% |
| Ten Years | -999 |
| YTD | 16.98% |
| Since Inception | 9.07% |
Returns Total
| One Day | 0.79% |
|---|---|
| Five Days | 2.35% |
| One Month | -1.91% |
| Three Months | 4.27% |
| Six Months | 21.10% |
| Nine Months | 9.53% |
| One Year | 19.65% |
| Three Years | 9.21% |
| Five Years | 51.78% |
| Ten Years | -999 |
| YTD | 5.16% |
| Since Inception | 93.51% |
Yearly Returns
| 2024 | 5.16% |
|---|---|
| 2023 | 20.01% |
| 2022 | -18.36% |
| 2021 | 17.37% |
| 2020 | 15.30% |
| 2019 | 24.68% |
| 2018 | -9.85% |
| 2017 | 21.86% |
| 2016 | 1.31% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -5.78% |
|---|---|
| Beta | 0.9 |
| Correlation | 98.18% |
| Downside Deviation | 2.87% |
| Coefficient of determination | 96.39% |
| Standard Deviation | 3.11% |
| Sharpe Ratio | -0.75 |
| Sortino | -2.81 |
| Treynor | 15.92 |
| Ulcer Index | 3.29 |
| Ulcer Performance Index | -2.45 |