Nasdaq - Delayed Quote • USD
JPMorgan SmartRetirement Blend 2020 R5 (JBSRX)
At close: April 26 at 8:00 PM EDT
Fund Summary
The fund is generally intended for investors who retired on or around the year 2020 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in securities and other financial instruments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.41% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 0.88% |
| 5y Average Return | 3.92% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JBSRX | Category Average | JBSRX | Category Average | JBSRX | Category Average | |
| Alpha | -1.22 | 0 | -0.79 | 0 | -0.12 | 0 |
| BETA | 0.76 | 0.01 | 0.75 | 0.01 | 0.78 | 0.01 |
| Mean Annual Return | 0.17 | 0.01 | 0.42 | 0.01 | 0.42 | 0.01 |
| R-squared | 98.65 | 0.96 | 97.03 | 0.96 | 96.15 | 0.95 |
| Standard Deviation | 9.52 | 0.09 | 9.45 | 0.08 | 7.88 | 0.08 |
| Sharpe Ratio | -0.1 | 0.01 | 0.3 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | -1.79 | 0.1 | 3.31 | 0.09 | 4.34 | 0.08 |
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