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JSIYX

JPMorgan SmartRetirement Income-R6

$15.30 0.07 (0.46%)
Currency in USD / Last Updated: 3/27/2024
Category Target Date
Market Cap 1097.426M
52 Week High 15.3
52 Week Low 13.384
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Key Data
Symbol JSIYX
Type Mutual Fund
Category Target Date
Price 15.3
Price Yesterday 15.23
Market Cap 1,097.43
YTD Return 3.52%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0034
Overview
52 Week High 15.30
52 Week Low 13.38
Market Cap 1,097.43M
Shares Outstanding 71.73M
Income Dividend Yield 3.37%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 3.37%
Returns Annualized
One Day 217.96%
Five Days 30.28%
One Months 28.90%
Three Months 13.75%
Six Months 25.82%
Nine Months 12.36%
One Year 12.55%
Three Years 1.70%
Five Years 4.68%
Ten Years -999
YTD 15.65%
Since Inception 4.33%
Returns Total
One Day 0.46%
Five Days 0.53%
One Month 2.14%
Three Months 3.22%
Six Months 12.06%
Nine Months 9.12%
One Year 12.53%
Three Years 5.16%
Five Years 25.64%
Ten Years -999
YTD 3.52%
Since Inception 48.80%
Yearly Returns
2024 3.52%
2023 12.05%
2022 -13.89%
2021 6.18%
2020 10.02%
2019 14.33%
2018 -4.44%
2017 11.22%
2016 5.31%
2015 -0.97%
Risk against SP-DA
Alpha -6.53%
Beta 0.48
Correlation 90.54%
Downside Deviation 1.86%
Coefficient of determination 81.97%
Standard Deviation 1.78%
Sharpe Ratio -3.5
Sortino -11.6
Treynor 15.19
Ulcer Index 2.12
Ulcer Performance Index -10.19

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