SRJQX
2035 JPMorgan SmartRetirement-R4
$19.03
-0.09 (-0.47%)
Currency in USD / Last Updated: 4/25/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 3641.752M |
| 52 Week High | 19.66 |
| 52 Week Low | 16.241 |
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Key Data
| Symbol | SRJQX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 19.03 |
| Price Yesterday | 19.12 |
| Market Cap | 3,641.75 |
| YTD Return | 2.81% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0064 |
Overview
| 52 Week High | 19.66 |
|---|---|
| 52 Week Low | 16.24 |
| Market Cap | 3,641.75M |
| Shares Outstanding | 191.37M |
| Income Dividend Yield | 1.91% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.91% |
Returns Annualized
| One Day | -69.58% |
|---|---|
| Five Days | 49.07% |
| One Months | -26.16% |
| Three Months | 10.06% |
| Six Months | 35.54% |
| Nine Months | 9.51% |
| One Year | 14.16% |
| Three Years | 1.60% |
| Five Years | 7.09% |
| Ten Years | -999 |
| YTD | 9.13% |
| Since Inception | 7.67% |
Returns Total
| One Day | -0.47% |
|---|---|
| Five Days | 0.79% |
| One Month | -2.61% |
| Three Months | 2.42% |
| Six Months | 16.26% |
| Nine Months | 7.08% |
| One Year | 14.14% |
| Three Years | 4.87% |
| Five Years | 40.78% |
| Ten Years | -999 |
| YTD | 2.81% |
| Since Inception | 75.29% |
Yearly Returns
| 2024 | 2.81% |
|---|---|
| 2023 | 17.23% |
| 2022 | -17.34% |
| 2021 | 13.79% |
| 2020 | 14.15% |
| 2019 | 22.37% |
| 2018 | -8.92% |
| 2017 | 20.25% |
| 2016 | 1.08% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.48% |
|---|---|
| Beta | 0.74 |
| Correlation | 96.38% |
| Downside Deviation | 2.59% |
| Coefficient of determination | 92.89% |
| Standard Deviation | 2.61% |
| Sharpe Ratio | -1.3 |
| Sortino | -4.56 |
| Treynor | 11.84 |
| Ulcer Index | 2.87 |
| Ulcer Performance Index | -4.11 |