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JSMSX

2030 JPMorgan SmartRetirement-I

$18.46 0.10 (0.54%)
Currency in USD / Last Updated: 3/27/2024
Category Target Date-2030s
Market Cap 4276.776M
52 Week High 18.46
52 Week Low 15.61
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Key Data
Symbol JSMSX
Type Mutual Fund
Category Target Date-2030s
Price 18.46
Price Yesterday 18.36
Market Cap 4,276.78
YTD Return 4.83%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 1000000
Redeption Fee 0
Prospectus 0.006
Overview
52 Week High 18.46
52 Week Low 15.61
Market Cap 4,276.78M
Shares Outstanding 231.68M
Income Dividend Yield 2.45%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 2.45%
Returns Annualized
One Day 293.60%
Five Days 27.96%
One Months 34.51%
Three Months 19.83%
Six Months 32.65%
Nine Months 15.73%
One Year 16.82%
Three Years 2.83%
Five Years 6.71%
Ten Years 6.40%
YTD 21.92%
Since Inception 6.39%
Returns Total
One Day 0.54%
Five Days 0.49%
One Month 2.50%
Three Months 4.55%
Six Months 15.03%
Nine Months 11.57%
One Year 16.80%
Three Years 8.71%
Five Years 38.31%
Ten Years 85.71%
YTD 4.83%
Since Inception 201.88%
Yearly Returns
2024 4.83%
2023 15.34%
2022 -16.69%
2021 10.64%
2020 12.43%
2019 20.51%
2018 -7.62%
2017 18.73%
2016 6.01%
2015 -1.44%
Risk against SP-DA
Alpha -6.90%
Beta 0.64
Correlation 94.47%
Downside Deviation 2.42%
Coefficient of determination 89.24%
Standard Deviation 2.28%
Sharpe Ratio -2.19
Sortino -7.15
Treynor 18.04
Ulcer Index 2.61
Ulcer Performance Index -6.63

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