JTSQX
2050 JPMorgan SmartRetirement-R4
$22.53
-0.02 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 2709.796M |
| 52 Week High | 22.55 |
| 52 Week Low | 17.454 |
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Key Data
| Symbol | JTSQX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 22.53 |
| Price Yesterday | 22.55 |
| Market Cap | 2,709.80 |
| YTD Return | 11.59% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0066 |
Overview
| 52 Week High | 22.55 |
|---|---|
| 52 Week Low | 17.45 |
| Market Cap | 2,709.80M |
| Shares Outstanding | 120.28M |
| Income Dividend Yield | 1.47% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.47% |
Returns Annualized
| One Day | -20.05% |
|---|---|
| Five Days | 92.24% |
| One Months | 34.25% |
| Three Months | 17.16% |
| Six Months | 27.81% |
| Nine Months | 33.44% |
| One Year | 20.73% |
| Three Years | 4.42% |
| Five Years | 9.71% |
| Ten Years | -999 |
| YTD | 23.71% |
| Since Inception | 9.66% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 1.30% |
| One Month | 2.36% |
| Three Months | 3.97% |
| Six Months | 12.82% |
| Nine Months | 23.85% |
| One Year | 20.71% |
| Three Years | 13.79% |
| Five Years | 58.76% |
| Ten Years | -999 |
| YTD | 11.59% |
| Since Inception | 105.32% |
Yearly Returns
| 2024 | 11.59% |
|---|---|
| 2023 | 20.14% |
| 2022 | -18.44% |
| 2021 | 17.38% |
| 2020 | 15.28% |
| 2019 | 24.71% |
| 2018 | -9.90% |
| 2017 | 21.85% |
| 2016 | 1.36% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -5.34% |
|---|---|
| Beta | 0.89 |
| Correlation | 95.76% |
| Downside Deviation | 2.99% |
| Coefficient of determination | 91.70% |
| Standard Deviation | 2.98% |
| Sharpe Ratio | -0.77 |
| Sortino | -2.68 |
| Treynor | 17.31 |
| Ulcer Index | 3.3 |
| Ulcer Performance Index | -2.42 |