Nasdaq - Delayed Quote USD
JPMorgan SmartRetirement 2040 A (SMTAX)
22.10
-0.28
(-1.25%)
At close: 5:52:41 PM EDT
Fund Summary
The fund is generally intended for investors who plan to retire around the year 2040 (the target retirement year). Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.74% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 4.53% |
| 5y Average Return | 11.31% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SMTAX | Category Average | SMTAX | Category Average | SMTAX | Category Average | |
| Alpha | 1.38 | -0.01 | 2.14 | -0.01 | 0.06 | -0.01 |
| BETA | 1.13 | 0.01 | 1.2 | 0.01 | 1.29 | 0.01 |
| Mean Annual Return | 0.71 | 0.01 | 0.92 | 0.01 | 0.65 | 0.01 |
| R-squared | 96.46 | 0.98 | 96.41 | 0.98 | 96.17 | 0.97 |
| Standard Deviation | 13.78 | 0.15 | 13.66 | 0.13 | 13.29 | 0.12 |
| Sharpe Ratio | 0.28 | 0.01 | 0.6 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | 2.79 | 0.09 | 6.47 | 0.09 | 3.92 | 0.07 |
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