JPBRX
2035 JPMorgan SmartRetirement Blend-R5
$28.10
0.19 (0.68%)
Currency in USD / Last Updated: 3/27/2024
Category | Target Date-2030s |
---|---|
Market Cap | 2697.797M |
52 Week High | 28.1 |
52 Week Low | 23.364 |
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Key Data
Symbol | JPBRX |
---|---|
Type | Mutual Fund |
Category | Target Date-2030s |
Price | 28.1 |
Price Yesterday | 27.91 |
Market Cap | 2,697.80 |
YTD Return | 5.40% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0029 |
Overview
52 Week High | 28.10 |
---|---|
52 Week Low | 23.36 |
Market Cap | 2,697.80M |
Shares Outstanding | 96.01M |
Income Dividend Yield | 2.34% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.34% |
Returns Annualized
One Day | 453.67% |
---|---|
Five Days | 28.66% |
One Months | 37.79% |
Three Months | 22.18% |
Six Months | 35.71% |
Nine Months | 17.47% |
One Year | 19.19% |
Three Years | 3.98% |
Five Years | 7.98% |
Ten Years | 7.29% |
YTD | 24.75% |
Since Inception | 8.44% |
Returns Total
One Day | 0.68% |
---|---|
Five Days | 0.50% |
One Month | 2.70% |
Three Months | 5.05% |
Six Months | 16.34% |
Nine Months | 12.82% |
One Year | 19.17% |
Three Years | 12.40% |
Five Years | 46.70% |
Ten Years | 101.85% |
YTD | 5.40% |
Since Inception | 154.64% |
Yearly Returns
2024 | 5.40% |
---|---|
2023 | 16.94% |
2022 | -16.77% |
2021 | 13.97% |
2020 | 12.55% |
2019 | 22.15% |
2018 | -7.50% |
2017 | 18.79% |
2016 | 8.25% |
2015 | -1.02% |
Risk against SP-DA
Alpha | -7.27% |
---|---|
Beta | 0.74 |
Correlation | 95.45% |
Downside Deviation | 2.58% |
Coefficient of determination | 91.11% |
Standard Deviation | 2.59% |
Sharpe Ratio | -1.66 |
Sortino | -5.77 |
Treynor | 18.94 |
Ulcer Index | 2.96 |
Ulcer Performance Index | -5.04 |