Nasdaq USD
JPMorgan SmartRetirement Blend Inc R5 (JIBBX)
18.60
-0.01
(-0.05%)
At close: May 23 at 8:01:24 PM EDT
Fund Summary
The fund is a "fund of funds" that invests in other mutual funds and exchange traded funds (ETFs) within the same group of investment companies and also invests in passive ETFs that are managed by unaffiliated investment advisers. It is generally intended for investors who are retired or about to retire soon. The fund is designed to provide exposure to a variety of asset classes through investments in underlying funds, securities and other financial instruments, with an emphasis on fixed income investments over equity investments and other investments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.91% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 2.76% |
| 5y Average Return | 5.38% |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JIBBX | Category Average | JIBBX | Category Average | JIBBX | Category Average | |
| Alpha | -0.49 | 0.01 | -1 | 0 | -0.61 | 0 |
| BETA | 0.76 | 0.01 | 0.75 | 0.01 | 0.73 | 0.01 |
| Mean Annual Return | 0.49 | 0.01 | 0.47 | 0.01 | 0.38 | 0 |
| R-squared | 98.46 | 0.91 | 98 | 0.9 | 96.22 | 0.88 |
| Standard Deviation | 9.25 | 0.07 | 8.5 | 0.05 | 7.47 | 0.05 |
| Sharpe Ratio | 0.13 | 0.01 | 0.33 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | 1.09 | 0.12 | 3.39 | 0.09 | 3.27 | 0.08 |
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