JPMorgan SmartRetirement 2020 Fund Class A Shares (JTTAX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.81% | 4.58% | -2.77% |
Year-to-Date | 0.46% | 1.40% | -0.94% |
1 Year | 3.75% | 0.00% | 3.75% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
12%
(moderate)
POTENTIAL GAIN & LOSS Help
The fund's risk of 12% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.28%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$365
Real cost (fees + lost compounding)
$450
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
97%
Return in excess of styles
(over past year)
-2.99%