Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Wednesday, January 6, 2010, 4:02AM ET - U.S. Markets open in 5 hours and 28 minutes. Dow Down 0.11% Nasdaq  0.00%
JPMorgan SmartRetirement 2040 Instl (SMTIX)On Jan 5: 13.29  Up 0.04 (0.30%)  
MORE ON SMTIX
Quotes
Charts
News & Info
Fund
HereRisk
Analyst


Risk  As of 30-Nov-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Average
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%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticSMTIXCategory
Alpha (against Standard Index)-2.50-5.07
Beta (against Standard Index)1.471.53
Mean Annual Return-2.73-0.28
R-squared (against Standard Index)9797.22
Standard Deviation19.8220.65
Sharpe Ratio-0.15N/A
Treynor Ratio-3.40N/A
5 Years
StatisticSMTIXCategory
Alpha (against Standard Index)N/A-3.93
Beta (against Standard Index)N/A1.51
Mean Annual ReturnN/A0.21
R-squared (against Standard Index)N/A96.68
Standard DeviationN/A16.57
Sharpe RatioN/AN/A
Treynor RatioN/AN/A
10 Years
StatisticSMTIXCategory
Alpha (against Standard Index)N/A-5.64
Beta (against Standard Index)N/A1.57
Mean Annual ReturnN/A0.09
R-squared (against Standard Index)N/A96.15
Standard DeviationN/A15.99
Sharpe RatioN/AN/A
Treynor RatioN/AN/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Risk for Another Symbol: Symbol Lookup
Help with Risk StatisticsPlanning Center