SRJYX
2035 JPMorgan SmartRetirement-R6
$19.04
-0.09 (-0.47%)
Currency in USD / Last Updated: 4/25/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 3641.762M |
| 52 Week High | 19.67 |
| 52 Week Low | 16.237 |
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Key Data
| Symbol | SRJYX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 19.04 |
| Price Yesterday | 19.13 |
| Market Cap | 3,641.76 |
| YTD Return | 2.86% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0039 |
Overview
| 52 Week High | 19.67 |
|---|---|
| 52 Week Low | 16.24 |
| Market Cap | 3,641.76M |
| Shares Outstanding | 191.27M |
| Income Dividend Yield | 2.35% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.35% |
Returns Annualized
| One Day | -69.56% |
|---|---|
| Five Days | 45.11% |
| One Months | -26.15% |
| Three Months | 10.05% |
| Six Months | 35.90% |
| Nine Months | 9.75% |
| One Year | 14.45% |
| Three Years | 1.84% |
| Five Years | 7.36% |
| Ten Years | -999 |
| YTD | 9.31% |
| Since Inception | 6.92% |
Returns Total
| One Day | -0.47% |
|---|---|
| Five Days | 0.74% |
| One Month | -2.61% |
| Three Months | 2.42% |
| Six Months | 16.42% |
| Nine Months | 7.26% |
| One Year | 14.44% |
| Three Years | 5.61% |
| Five Years | 42.55% |
| Ten Years | -999 |
| YTD | 2.86% |
| Since Inception | 88.12% |
Yearly Returns
| 2024 | 2.86% |
|---|---|
| 2023 | 17.53% |
| 2022 | -17.14% |
| 2021 | 14.05% |
| 2020 | 14.46% |
| 2019 | 22.63% |
| 2018 | -8.66% |
| 2017 | 20.54% |
| 2016 | 6.50% |
| 2015 | -1.44% |
Risk against SP-DA
| Alpha | -6.16% |
|---|---|
| Beta | 0.74 |
| Correlation | 96.50% |
| Downside Deviation | 2.59% |
| Coefficient of determination | 93.12% |
| Standard Deviation | 2.61% |
| Sharpe Ratio | -1.27 |
| Sortino | -4.45 |
| Treynor | 12.26 |
| Ulcer Index | 2.84 |
| Ulcer Performance Index | -4.05 |