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JOBYX

2040 JPMorgan SmartRetirement Blend-R6

$29.92 0.21 (0.71%)
Currency in USD / Last Updated: 3/27/2024
Category Target Date-2040s
Market Cap 2489.29M
52 Week High 29.92
52 Week Low 24.516
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Key Data
Symbol JOBYX
Type Mutual Fund
Category Target Date-2040s
Price 29.92
Price Yesterday 29.71
Market Cap 2,489.29
YTD Return 6.14%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 15000000
Redeption Fee 0
Prospectus 0.0019
Overview
52 Week High 29.92
52 Week Low 24.52
Market Cap 2,489.29M
Shares Outstanding 83.20M
Income Dividend Yield 2.28%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 2.28%
Returns Annualized
One Day 491.05%
Five Days 26.70%
One Months 40.20%
Three Months 25.87%
Six Months 38.89%
Nine Months 19.35%
One Year 21.53%
Three Years 4.81%
Five Years 8.92%
Ten Years 7.97%
YTD 28.45%
Since Inception 9.12%
Returns Total
One Day 0.71%
Five Days 0.47%
One Month 2.85%
Three Months 5.82%
Six Months 17.68%
Nine Months 14.17%
One Year 21.51%
Three Years 15.11%
Five Years 53.22%
Ten Years 114.87%
YTD 6.14%
Since Inception 173.69%
Yearly Returns
2024 6.14%
2023 18.43%
2022 -17.16%
2021 15.93%
2020 13.01%
2019 23.83%
2018 -7.99%
2017 20.29%
2016 8.78%
2015 -1.13%
Risk against SP-DA
Alpha -7.22%
Beta 0.81
Correlation 96.38%
Downside Deviation 2.75%
Coefficient of determination 92.89%
Standard Deviation 2.84%
Sharpe Ratio -1.28
Sortino -4.58
Treynor 19.96
Ulcer Index 3.17
Ulcer Performance Index -3.97

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