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JPMorgan SmartRetirement 2040 Fund Class I (SMTSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.80+0.21 (+0.82%)
At close: 6:46PM EDT

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)33.61%
Worst 1 Yr Total Return (Feb 3, 2019)-34.72%

Risk Statistics

3 Years
SMTSXCategory Average
5 Years
SMTSXCategory Average
10 Years
SMTSXCategory Average
Alpha
-1.82-0.01
-1.07-0.01
-1.23-0.01
Beta
1.420.01
1.430.01
1.480.01
Mean Annual Return
1.080.01
1.070.01
0.820.01
R-squared
99.020.98
98.590.98
97.10.97
Standard Deviation
16.30.15
13.160.13
12.80.12
Sharpe Ratio
0.710.01
0.880.01
0.720.01
Treynor Ratio
7.720.07
8.040.08
5.980.06