SRJSX
2035 JPMorgan SmartRetirement-I
$18.94
0.13 (0.69%)
Currency in USD / Last Updated: 4/22/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 3626.442M |
| 52 Week High | 19.64 |
| 52 Week Low | 16.23 |
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Key Data
| Symbol | SRJSX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 18.94 |
| Price Yesterday | 18.81 |
| Market Cap | 3,626.44 |
| YTD Return | 2.38% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0064 |
Overview
| 52 Week High | 19.64 |
|---|---|
| 52 Week Low | 16.23 |
| Market Cap | 3,626.44M |
| Shares Outstanding | 191.47M |
| Income Dividend Yield | 2.10% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.10% |
Returns Annualized
| One Day | 468.24% |
|---|---|
| Five Days | -19.16% |
| One Months | -33.81% |
| Three Months | 10.82% |
| Six Months | 33.13% |
| Nine Months | 9.31% |
| One Year | 12.75% |
| Three Years | 1.79% |
| Five Years | 7.07% |
| Ten Years | 6.74% |
| YTD | 8.00% |
| Since Inception | 6.32% |
Returns Total
| One Day | 0.69% |
|---|---|
| Five Days | -0.42% |
| One Month | -3.22% |
| Three Months | 2.60% |
| Six Months | 15.23% |
| Nine Months | 6.90% |
| One Year | 12.68% |
| Three Years | 5.44% |
| Five Years | 40.62% |
| Ten Years | 91.74% |
| YTD | 2.38% |
| Since Inception | 178.20% |
Yearly Returns
| 2024 | 2.38% |
|---|---|
| 2023 | 17.24% |
| 2022 | -17.33% |
| 2021 | 13.77% |
| 2020 | 14.17% |
| 2019 | 22.32% |
| 2018 | -8.83% |
| 2017 | 20.24% |
| 2016 | 6.34% |
| 2015 | -1.64% |
Risk against SP-DA
| Alpha | -5.65% |
|---|---|
| Beta | 0.73 |
| Correlation | 95.77% |
| Downside Deviation | 2.59% |
| Coefficient of determination | 91.72% |
| Standard Deviation | 2.60% |
| Sharpe Ratio | -1.16 |
| Sortino | -4.05 |
| Treynor | 10.09 |
| Ulcer Index | 2.85 |
| Ulcer Performance Index | -3.68 |