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JPMorgan SmartRetirement 2040 Instl (SMTIX)On Dec 30: 13.27   0.00 (0.00%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:High
Year to Date Return:30.26%
5-Year Average Return:N/A
Number of Years Up:1
Number of Years Down:1
Best 1-Yr Total Return (2007):6.50%
Worst 1-Yr Total Return (2008):-34.59%
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnSMTIXCategoryDiffIndex*Diff
Year To Date30.2627.922.34N/AN/A
1-Month4.824.430.39N/AN/A
3-Month7.566.700.86N/AN/A
1-Year36.9332.764.17N/AN/A
3-Year-2.73-5.402.67N/AN/A
5-YearN/A1.15N/AN/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)50.8448.322.52N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-10.94-11.740.8N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearSMTIXCategoryDiff
2009N/AN/AN/A
2008
 
-34.59-37.943.35
2007
 
6.506.210.29
2006N/A14.67N/A
2005N/A7.41N/A
2004N/A11.71N/A
2003N/A26.65N/A
2002N/A-16.99N/A
2001N/A-13.81N/A
2000N/A-10.06N/A
1999N/A20.85N/A
PAST QUARTERLY RETURNS (%) FOR SMTIX 
Q1Q2Q3Q4
2009-9.8719.2818.05N/A
2008-7.69-2.12-10.11-19.47
20072.564.601.67-2.36
2006N/AN/A4.357.88
2005N/AN/AN/AN/A
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date4219321.76
1-Month3220415.69
3-Month2119910.55
6-Month11980.51
1-Year2718514.59
3-Year11020.98
5-Year49N/A

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