JPMorgan SmartRetirement® 2030 Fund

Scorecard
3 / 5 Stars
Lipper
5 5 2 4 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 12.44
Mean 0.82
Sharpe Ratio 0.78
Bear Market Decile Rank 84

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate 2050
R-Squared 97.3 98.49
Beta 1.47 0.94
Alpha -2.33 -0.12