Jpmorgan Smartretirement Three Year Return

JP
SRJIX -- USA Fund  

USD 20.31  0.02  0.1%

Jpmorgan Smartretirement three-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 Three Year Return Analysis

Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis
Jpmorgan Smartretirement Three Year Return  =
19.63 
ValuationFundamentalsBuy or Sell

About Three Year Return

Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Compare to competition
Based on latest financial disclosure Jpmorgan Smartretirement 2035 Fund R5 Class has Three Year Return of 19.63%. This is much higher than that of the JPMorgan family, and significantly higher than that of Target-Date 2035 category, The Three Year Return for all funds is 445.28% lower than the firm.

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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