JTTQX
2020 JPMorgan SmartRetirement-R4
$15.23
0.06 (0.40%)
Currency in USD / Last Updated: 4/22/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 1284.102M |
| 52 Week High | 15.67 |
| 52 Week Low | 13.724 |
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Key Data
| Symbol | JTTQX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 15.23 |
| Price Yesterday | 15.17 |
| Market Cap | 1,284.10 |
| YTD Return | 0.53% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0059 |
Overview
| 52 Week High | 15.67 |
|---|---|
| 52 Week Low | 13.72 |
| Market Cap | 1,284.10M |
| Shares Outstanding | 84.31M |
| Income Dividend Yield | 3.23% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.23% |
Returns Annualized
| One Day | 170.67% |
|---|---|
| Five Days | -12.39% |
| One Months | -27.89% |
| Three Months | 3.77% |
| Six Months | 22.34% |
| Nine Months | 5.75% |
| One Year | 7.08% |
| Three Years | -0.10% |
| Five Years | 3.78% |
| Ten Years | -999 |
| YTD | 1.74% |
| Since Inception | 4.55% |
Returns Total
| One Day | 0.40% |
|---|---|
| Five Days | -0.26% |
| One Month | -2.56% |
| Three Months | 0.93% |
| Six Months | 10.51% |
| Nine Months | 4.28% |
| One Year | 7.04% |
| Three Years | -0.29% |
| Five Years | 20.36% |
| Ten Years | -999 |
| YTD | 0.53% |
| Since Inception | 40.19% |
Yearly Returns
| 2024 | 0.53% |
|---|---|
| 2023 | 11.73% |
| 2022 | -14.10% |
| 2021 | 5.88% |
| 2020 | 10.18% |
| 2019 | 15.66% |
| 2018 | -5.51% |
| 2017 | 13.78% |
| 2016 | 0.16% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.85% |
|---|---|
| Beta | 0.48 |
| Correlation | 89.41% |
| Downside Deviation | 1.82% |
| Coefficient of determination | 79.94% |
| Standard Deviation | 1.83% |
| Sharpe Ratio | -2.55 |
| Sortino | -8.9 |
| Treynor | 3.51 |
| Ulcer Index | 2.22 |
| Ulcer Performance Index | -7.27 |