JRBBX
2030 JPMorgan SmartRetirement Blend-R5
$25.27
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date-2030s |
---|---|
Market Cap | 2557.88M |
52 Week High | 25.27 |
52 Week Low | 21.414 |
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Key Data
Symbol | JRBBX |
---|---|
Type | Mutual Fund |
Category | Target Date-2030s |
Price | 25.27 |
Price Yesterday | 25.27 |
Market Cap | 2,557.88 |
YTD Return | 4.42% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0029 |
Overview
52 Week High | 25.27 |
---|---|
52 Week Low | 21.41 |
Market Cap | 2,557.88M |
Shares Outstanding | 101.22M |
Income Dividend Yield | 2.53% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.53% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 15.02% |
One Months | 32.66% |
Three Months | 19.59% |
Six Months | 30.93% |
Nine Months | 14.18% |
One Year | 14.21% |
Three Years | 2.97% |
Five Years | 6.70% |
Ten Years | 6.43% |
YTD | 19.59% |
Since Inception | 7.61% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.28% |
One Month | 2.27% |
Three Months | 4.42% |
Six Months | 14.16% |
Nine Months | 10.33% |
One Year | 14.01% |
Three Years | 9.13% |
Five Years | 38.17% |
Ten Years | 86.14% |
YTD | 4.42% |
Since Inception | 132.97% |
Yearly Returns
2024 | 4.42% |
---|---|
2023 | 15.16% |
2022 | -16.20% |
2021 | 11.22% |
2020 | 12.10% |
2019 | 20.25% |
2018 | -6.68% |
2017 | 17.34% |
2016 | 7.81% |
2015 | -0.94% |
Risk against SP-DA
Alpha | -7.88% |
---|---|
Beta | 0.65 |
Correlation | 95.00% |
Downside Deviation | 2.35% |
Coefficient of determination | 90.24% |
Standard Deviation | 2.31% |
Sharpe Ratio | -2.25 |
Sortino | -7.67 |
Treynor | 17.12 |
Ulcer Index | 2.7 |
Ulcer Performance Index | -6.68 |