Skip to main content
JRBYX

2030 JPMorgan SmartRetirement Blend-R6

$25.27 0.14 (0.56%)
Currency in USD / Last Updated: 3/27/2024
Category Target Date-2030s
Market Cap 2557.88M
52 Week High 25.27
52 Week Low 21.399
Customize MutualFund.com

Log in or sign up to get started.

Key Data
Symbol JRBYX
Type Mutual Fund
Category Target Date-2030s
Price 25.27
Price Yesterday 25.13
Market Cap 2,557.88
YTD Return 4.42%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 15000000
Redeption Fee 0
Prospectus 0.0019
Overview
52 Week High 25.27
52 Week Low 21.40
Market Cap 2,557.88M
Shares Outstanding 101.22M
Income Dividend Yield 2.69%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 2.69%
Returns Annualized
One Day 306.09%
Five Days 27.14%
One Months 34.11%
Three Months 17.70%
Six Months 31.77%
Nine Months 15.31%
One Year 16.57%
Three Years 2.99%
Five Years 6.91%
Ten Years 6.63%
YTD 19.95%
Since Inception 7.70%
Returns Total
One Day 0.56%
Five Days 0.48%
One Month 2.47%
Three Months 4.09%
Six Months 14.65%
Nine Months 11.26%
One Year 16.55%
Three Years 9.22%
Five Years 39.59%
Ten Years 89.77%
YTD 4.42%
Since Inception 135.20%
Yearly Returns
2024 4.42%
2023 15.29%
2022 -16.10%
2021 11.33%
2020 12.17%
2019 20.41%
2018 -6.59%
2017 17.43%
2016 7.87%
2015 -0.85%
Risk against SP-DA
Alpha -7.20%
Beta 0.64
Correlation 93.70%
Downside Deviation 2.37%
Coefficient of determination 87.79%
Standard Deviation 2.30%
Sharpe Ratio -2.2
Sortino -7.4
Treynor 17.61
Ulcer Index 2.68
Ulcer Performance Index -6.53

Other "Target-Date 2030" Mutual Funds

TRRCX RRTCX PBPNX PDLTX LPRDX SWDRX FDGLX LENKX MLTGX GTZJX FEFIX JLFOX WDTNX ARCVX RFETX RBETX AAETX LENIX MMTRX URTRX NWIAX PTCPX FJEFX FHKDX RCETX TCHPX FXIFX RAETX VTHRX FFFEX STLDX TCLNX WFOOX JRTGX PAKRX VTREX PLTJX JRHOX WFLIX REETX LPRNX PTCAX TRPCX FBETX RDETX NWIIX NWISX PTCSX TCRIX JRBBX JSMYX PBPRX MLTCX AABWX GTAJX FLRSX JSMAX PMTIX JSMIX JSMSX LENAX FAETX SSBYX LIDPX MLTAX CCETX PARCX FFEGX SSBWX JLFAX FMKPX TLHIX RHETX MRYYX ARCMX PHTNX MRYAX DRIWX PBPAX TLHRX ARCSX JRBYX WTHRX SWYEX FTFEX NSFFX MLTJX MRYSX STHRX FLRZX PRRQX LINIX FCFEX FAFEX JRHSX BRICX LINAX MMTOX ARCUX TRRWX FSNQX FGTKX JHRGX JSMCX LINKX NWBIX JLFIX IDXFX TCHHX TLHHX