JPMorgan SmartRetirement Income Fund Class A Shares (JSRAX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.64% | 3.47% | -1.82% |
Year-to-Date | 0.82% | 0.47% | 0.35% |
1 Year | 4.00% | 3.08% | 0.92% |
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
- 0.27%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$352
Real cost (fees + lost compounding)
$434
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
97%
Return in excess of styles
(over past year)
-2.33%