Skip to main content
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
Customize MutualFund.com

Log in or sign up to get started.

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

Other "Target-Date 2035" Mutual Funds

WDTTX LEJKX ISQAX FCTHX LPJRX RFFTX FIHFX TRRJX GMHZX ARYRX WFQBX FAQTX RBFTX AAFTX RRTPX TCLRX LEJIX FTTHX PDGZX WFQRX NWLAX PARKX PDFLX FHGLX LPJAX FHGDX FHJDX FRTAX TCYPX RCFTX VTTHX RAFTX ARLIX ARYIX LTIUX VTRGX MXLLX WFQWX FFTHX PATVX JRYOX REFTX JRTKX FITHX FBFTX JHRMX RDFTX NWLIX NWLSX TCIIX SWIRX AACKX ARLDX FWTKX FFEZX SSCKX GTMPX ISQIX TRPJX JPBRX JPYRX LEJAX FATHX NSFGX FLRHX RPGRX PDGDX JLHAX TLYIX LFEUX RHFTX ARYAX LPJIX VSZDX TLYRX GMHYX LFESX WTTRX MXTBX DRIGX FNIPX LIJIX LFEAX PDGAX ARLCX SRJQX MMTKX MXKLX JRYSX LIJAX SRJYX SWYFX LTPEX FSNUX SRJAX PRRWX SRJIX SRJSX LIJKX NWLBX JLHIX ISEAX TCYHX TLYHX