JPMorgan SmartRetirement Income Fund Class C Shares (JSRCX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.38% | 2.51% | -1.14% |
Year-to-Date | 0.34% | -0.73% | 1.07% |
1 Year | 3.81% | 1.59% | 2.22% |
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
- 0.92%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,162
Real cost (fees + lost compounding)
$1,438
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
-2.68%