JPMorgan SmartRetirement Income Fund Class Institutional Shares (JSIIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -0.46% | 2.49% | -2.94% |
Year-to-Date | 3.04% | 2.43% | 0.61% |
1 Year | 8.32% | 9.77% | -1.45% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
11%
(moderate)
POTENTIAL GAIN & LOSS Help
The fund's risk of 11% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.02%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$26
Real cost (fees + lost compounding)
$33
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
97%
Return in excess of styles
(over past year)
-2.22%