JPMorgan SmartRetirement® 2025 Fund

Scorecard
3 / 5 Stars
Lipper
4 4 2 3 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 11.14
Mean 0.77
Sharpe Ratio 0.82
Bear Market Decile Rank 75

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Moderately Aggr Target Risk
R-Squared 97.63 98.36
Beta 1.32 0.98
Alpha -1.7 -0.33