SRJAX
2035 JPMorgan SmartRetirement-A
$18.71
0.00 (0.00%)
Currency in USD / Last Updated: 4/19/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 3612.789M |
| 52 Week High | 19.48 |
| 52 Week Low | 16.11 |
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Key Data
| Symbol | SRJAX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 18.71 |
| Price Yesterday | 18.71 |
| Market Cap | 3,612.79 |
| YTD Return | 1.91% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.045 |
| Initial Purchase Amount | 500 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 19.48 |
|---|---|
| 52 Week Low | 16.11 |
| Market Cap | 3,612.79M |
| Shares Outstanding | 193.09M |
| Income Dividend Yield | 1.95% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.95% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | -55.18% |
| One Months | -27.41% |
| Three Months | 10.24% |
| Six Months | 29.94% |
| Nine Months | 7.58% |
| One Year | 11.86% |
| Three Years | 1.35% |
| Five Years | 6.77% |
| Ten Years | 6.62% |
| YTD | 6.47% |
| Since Inception | 6.14% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | -1.58% |
| One Month | -2.75% |
| Three Months | 2.46% |
| Six Months | 13.86% |
| Nine Months | 5.66% |
| One Year | 11.85% |
| Three Years | 4.09% |
| Five Years | 38.66% |
| Ten Years | 89.64% |
| YTD | 1.91% |
| Since Inception | 170.18% |
Yearly Returns
| 2024 | 1.91% |
|---|---|
| 2023 | 17.03% |
| 2022 | -17.48% |
| 2021 | 13.58% |
| 2020 | 13.96% |
| 2019 | 22.19% |
| 2018 | -9.03% |
| 2017 | 20.15% |
| 2016 | 6.15% |
| 2015 | -1.73% |
Risk against SP-DA
| Alpha | -5.42% |
|---|---|
| Beta | 0.74 |
| Correlation | 96.88% |
| Downside Deviation | 2.58% |
| Coefficient of determination | 93.86% |
| Standard Deviation | 2.60% |
| Sharpe Ratio | -1.07 |
| Sortino | -3.73 |
| Treynor | 8.76 |
| Ulcer Index | 2.88 |
| Ulcer Performance Index | -3.34 |