SRJQX
2035 JPMorgan SmartRetirement-R4
$20.21
-0.02 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 3787.192M |
| 52 Week High | 20.23 |
| 52 Week Low | 16.241 |
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Key Data
| Symbol | SRJQX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 20.21 |
| Price Yesterday | 20.23 |
| Market Cap | 3,787.19 |
| YTD Return | 9.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0064 |
Overview
| 52 Week High | 20.23 |
|---|---|
| 52 Week Low | 16.24 |
| Market Cap | 3,787.19M |
| Shares Outstanding | 187.39M |
| Income Dividend Yield | 1.80% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.80% |
Returns Annualized
| One Day | -22.08% |
|---|---|
| Five Days | 92.18% |
| One Months | 30.33% |
| Three Months | 14.70% |
| Six Months | 21.84% |
| Nine Months | 28.21% |
| One Year | 17.44% |
| Three Years | 3.02% |
| Five Years | 7.94% |
| Ten Years | -999 |
| YTD | 18.59% |
| Since Inception | 8.30% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | 1.30% |
| One Month | 2.12% |
| Three Months | 3.43% |
| Six Months | 10.20% |
| Nine Months | 20.23% |
| One Year | 17.42% |
| Three Years | 9.28% |
| Five Years | 46.41% |
| Ten Years | -999 |
| YTD | 9.18% |
| Since Inception | 86.18% |
Yearly Returns
| 2024 | 9.18% |
|---|---|
| 2023 | 17.23% |
| 2022 | -17.34% |
| 2021 | 13.79% |
| 2020 | 14.15% |
| 2019 | 22.37% |
| 2018 | -8.92% |
| 2017 | 20.25% |
| 2016 | 1.09% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -5.54% |
|---|---|
| Beta | 0.75 |
| Correlation | 95.38% |
| Downside Deviation | 2.66% |
| Coefficient of determination | 90.96% |
| Standard Deviation | 2.54% |
| Sharpe Ratio | -1.28 |
| Sortino | -4.24 |
| Treynor | 15.99 |
| Ulcer Index | 2.89 |
| Ulcer Performance Index | -3.9 |