JTTQX
2020 JPMorgan SmartRetirement-R4
$16.01
-0.01 (-0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 1277.339M |
| 52 Week High | 16.02 |
| 52 Week Low | 13.724 |
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Key Data
| Symbol | JTTQX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 16.01 |
| Price Yesterday | 16.02 |
| Market Cap | 1,277.34 |
| YTD Return | 5.68% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0059 |
Overview
| 52 Week High | 16.02 |
|---|---|
| 52 Week Low | 13.72 |
| Market Cap | 1,277.34M |
| Shares Outstanding | 79.78M |
| Income Dividend Yield | 3.08% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.08% |
Returns Annualized
| One Day | -14.57% |
|---|---|
| Five Days | 82.63% |
| One Months | 22.94% |
| Three Months | 11.71% |
| Six Months | 13.56% |
| Nine Months | 19.68% |
| One Year | 12.08% |
| Three Years | 0.98% |
| Five Years | 4.30% |
| Ten Years | -999 |
| YTD | 11.31% |
| Since Inception | 5.10% |
Returns Total
| One Day | -0.06% |
|---|---|
| Five Days | 1.20% |
| One Month | 1.65% |
| Three Months | 2.76% |
| Six Months | 6.45% |
| Nine Months | 14.24% |
| One Year | 12.07% |
| Three Years | 2.96% |
| Five Years | 23.33% |
| Ten Years | -999 |
| YTD | 5.68% |
| Since Inception | 47.37% |
Yearly Returns
| 2024 | 5.68% |
|---|---|
| 2023 | 11.73% |
| 2022 | -14.10% |
| 2021 | 5.88% |
| 2020 | 10.18% |
| 2019 | 15.66% |
| 2018 | -5.51% |
| 2017 | 13.78% |
| 2016 | 0.16% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -5.94% |
|---|---|
| Beta | 0.54 |
| Correlation | 93.43% |
| Downside Deviation | 1.97% |
| Coefficient of determination | 87.28% |
| Standard Deviation | 1.86% |
| Sharpe Ratio | -2.58 |
| Sortino | -8.45 |
| Treynor | 12.37 |
| Ulcer Index | 2.25 |
| Ulcer Performance Index | -7.4 |