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JPMorgan SmartRetirement 2040 A (SMTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.89+0.20 (+0.97%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up12
Number of years down5
Best 1-yr total return (2 May 2024)33.33%
Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years
SMTAXCategory average
5 years
SMTAXCategory average
10 years
SMTAXCategory average
Alpha
2.05-0.01
1.58-0.01
0.66-0.01
BETA
1.170.01
1.260.01
1.30.01
Mean annual return
0.260.01
0.710.01
0.650.01
R-squared
97.030.98
97.130.98
96.420.97
Standard deviation
14.80.15
16.020.13
13.250.12
Sharpe ratio
00.01
0.40.01
0.480.01
Treynor ratio
-0.90.09
4.210.09
4.350.07