JFFQX
2055 JPMorgan SmartRetirement-R4
$27.23
-0.03 (-0.11%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 1721.206M |
| 52 Week High | 27.26 |
| 52 Week Low | 21.1 |
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Key Data
| Symbol | JFFQX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 27.23 |
| Price Yesterday | 27.26 |
| Market Cap | 1,721.21 |
| YTD Return | 11.60% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0066 |
Overview
| 52 Week High | 27.26 |
|---|---|
| 52 Week Low | 21.10 |
| Market Cap | 1,721.21M |
| Shares Outstanding | 63.21M |
| Income Dividend Yield | 1.23% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.23% |
Returns Annualized
| One Day | -24.25% |
|---|---|
| Five Days | 92.06% |
| One Months | 34.34% |
| Three Months | 16.99% |
| Six Months | 27.66% |
| Nine Months | 33.35% |
| One Year | 20.72% |
| Three Years | 4.43% |
| Five Years | 9.73% |
| Ten Years | -999 |
| YTD | 23.73% |
| Since Inception | 9.67% |
Returns Total
| One Day | -0.11% |
|---|---|
| Five Days | 1.30% |
| One Month | 2.37% |
| Three Months | 3.93% |
| Six Months | 12.75% |
| Nine Months | 23.78% |
| One Year | 20.70% |
| Three Years | 13.82% |
| Five Years | 58.90% |
| Ten Years | -999 |
| YTD | 11.60% |
| Since Inception | 105.37% |
Yearly Returns
| 2024 | 11.60% |
|---|---|
| 2023 | 20.01% |
| 2022 | -18.36% |
| 2021 | 17.37% |
| 2020 | 15.30% |
| 2019 | 24.68% |
| 2018 | -9.85% |
| 2017 | 21.86% |
| 2016 | 1.32% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -5.32% |
|---|---|
| Beta | 0.89 |
| Correlation | 95.65% |
| Downside Deviation | 2.96% |
| Coefficient of determination | 91.49% |
| Standard Deviation | 2.98% |
| Sharpe Ratio | -0.77 |
| Sortino | -2.7 |
| Treynor | 17.33 |
| Ulcer Index | 3.3 |
| Ulcer Performance Index | -2.42 |