JNSQX
2025 JPMorgan SmartRetirement-R4
$17.05
-0.02 (-0.12%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 2763.31M |
| 52 Week High | 17.07 |
| 52 Week Low | 14.399 |
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Key Data
| Symbol | JNSQX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 17.05 |
| Price Yesterday | 17.07 |
| Market Cap | 2,763.31 |
| YTD Return | 6.23% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0059 |
Overview
| 52 Week High | 17.07 |
|---|---|
| 52 Week Low | 14.40 |
| Market Cap | 2,763.31M |
| Shares Outstanding | 162.07M |
| Income Dividend Yield | 2.56% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.56% |
Returns Annualized
| One Day | -25.60% |
|---|---|
| Five Days | 86.87% |
| One Months | 24.16% |
| Three Months | 12.32% |
| Six Months | 15.12% |
| Nine Months | 21.49% |
| One Year | 13.08% |
| Three Years | 1.22% |
| Five Years | 5.23% |
| Ten Years | -999 |
| YTD | 12.44% |
| Since Inception | 6.05% |
Returns Total
| One Day | -0.12% |
|---|---|
| Five Days | 1.25% |
| One Month | 1.73% |
| Three Months | 2.90% |
| Six Months | 7.17% |
| Nine Months | 15.52% |
| One Year | 13.06% |
| Three Years | 3.70% |
| Five Years | 28.96% |
| Ten Years | -999 |
| YTD | 6.23% |
| Since Inception | 58.09% |
Yearly Returns
| 2024 | 6.23% |
|---|---|
| 2023 | 13.31% |
| 2022 | -15.72% |
| 2021 | 8.43% |
| 2020 | 11.67% |
| 2019 | 18.33% |
| 2018 | -6.73% |
| 2017 | 16.08% |
| 2016 | 0.47% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.06% |
|---|---|
| Beta | 0.59 |
| Correlation | 93.63% |
| Downside Deviation | 2.16% |
| Coefficient of determination | 87.66% |
| Standard Deviation | 2.03% |
| Sharpe Ratio | -2.23 |
| Sortino | -7.25 |
| Treynor | 13.06 |
| Ulcer Index | 2.47 |
| Ulcer Performance Index | -6.34 |