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JPMorgan SmartRetirement Income R2 (JSIZX)
15.04
+0.01
+(0.07%)
At close: April 17 at 8:01:25 PM EDT
Fund Summary
The fund is a "fund of funds" that primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors who are retired or about to retire soon. It is designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.49% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -1.44% |
| 5y Average Return | 4.26% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JSIZX | Category Average | JSIZX | Category Average | JSIZX | Category Average | |
| Alpha | -1.12 | 0.01 | -1.64 | 0 | -1.38 | 0 |
| BETA | 0.76 | 0.01 | 0.74 | 0.01 | 0.73 | 0.01 |
| Mean Annual Return | 0.29 | 0.01 | 0.48 | 0.01 | 0.32 | 0 |
| R-squared | 98.3 | 0.91 | 97.67 | 0.9 | 96.16 | 0.88 |
| Standard Deviation | 9.6 | 0.07 | 8.64 | 0.05 | 7.5 | 0.05 |
| Sharpe Ratio | -0.11 | 0.01 | 0.35 | 0.01 | 0.25 | 0.01 |
| Treynor Ratio | -2.09 | 0.12 | 3.78 | 0.09 | 2.26 | 0.08 |
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