Jpmorgan Smartretirement One Year Return

SRJIX -- USA Fund  

USD 20.50  0.05  0.24%

Jpmorgan Smartretirement one-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

Jpmorgan Smartretirement One Year Return Analysis

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
(Mean of Monthly Returns - 1) 
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Jpmorgan Smartretirement One Year Return  =
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About One Year Return

Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition
Based on recorded statements Jpmorgan Smartretirement 2035 Fund R5 Class has One Year Return of 0.21%. This is much higher than that of the JPMorgan family, and significantly higher than that of Target-Date 2035 category, The One Year Return for all funds is 94.94% 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.
  Instrument Type 

Jpmorgan Smartretirement current financial ratios