Jpmorgan Smartretirement Five Year Return

JP
SRJIX -- USA Fund  

USD 20.45  0.12  0.59%

Jpmorgan Smartretirement five-year-return fundamental analysis lookup allows you to check this and other indicators for Jpmorgan Smartretirement 2035 Fund R5 Class or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please continue to Equity Screeners to view more equity screening tools
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Jpmorgan Smartretirement Five Year Return Analysis

Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis
Jpmorgan Smartretirement Five Year Return  =
2.11 
ValuationFundamentalsBuy or Sell

About Five Year Return

Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Compare to competition
According to company disclosure Jpmorgan Smartretirement 2035 Fund R5 Class has Five Year Return of 2.11%. This is much higher than that of the JPMorgan family, and significantly higher than that of Target-Date 2035 category, The Five Year Return for all funds is 34.88% higher than the company.

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Fund Instrument Allocation for Jpmorgan Smartretirement

The fund invests 69.72% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (22.48%) , cash (7.4%) and various exotic instruments.
 Value 
    
  Instrument Type 

Jpmorgan Smartretirement current financial ratios