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Benchmark SP 500  1,641   9.50  Index Moved Down -0.58% ...


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Asset Comparison and Correlation

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Investment horizon: 
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 JPMorgan SmartRetirement 2030   vs   S&P 500
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Daily Returns (%)
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Assuming 30 trading days horizon, JPMorgan SmartRetirement 2030 C is expected to generate 0.81 times more return on investment than SP 500. However, JPMorgan SmartRetirement 2030 C is 1.24 times less risky than SP 500. It trades about 0.54 of its potential returns per unit of risk. S&P 500 is currently generating about 0.35 per unit of risk. If you would invest  1,708  in JPMorgan SmartRetirement 2030 C on April 24, 2013 and sell it today you would earn a total of  48.00  from holding JPMorgan SmartRetirement 2030 C or generate 2.81% return on investment over 30 days.

Diversification

Poor diversification
Overlapping area represents amount of risk that can be diversified away by holding JPMorgan SmartRetirement 2030 and S&P 500 in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.68
Parameters
Time Period1 Month [change]
DirectionPositive ^GSPC Moved Up vs JSMCX
StrengthSignificant
Accuracy59.09%
ValuesDaily Returns
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JPMorgan SmartRetirement 2030 C

Alpha
 
Profile
    
JPMorgan
Performance
29
Out Of
100
Over 30
Days
?
71% of all equities and portfolios perform better than JPMorgan SmartRetirement 2030 C. Compared with the overall equity markets, risk-adjusted returns on investments in JPMorgan SmartRetirement 2030 C are ranked lower than 29 (%) of all global equities and portfolios over the last 30 days.
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Match-ups for JPMorgan

Vanguard Target Retirement 2030 Inv vs. JPMorgan SmartRetirement 2030 C
T Rowe Price Retirement 2030 R vs. JPMorgan SmartRetirement 2030 C
T Rowe Price Retirement 2030 Adv vs. JPMorgan SmartRetirement 2030 C
T Rowe Price Retirement 2030 vs. JPMorgan SmartRetirement 2030 C
Fidelity Freedom K 2030 vs. JPMorgan SmartRetirement 2030 C
Fidelity Freedom 2030 vs. JPMorgan SmartRetirement 2030 C
Principal LifeTime 2030 Instl vs. JPMorgan SmartRetirement 2030 C
Principal LifeTime 2030 J vs. JPMorgan SmartRetirement 2030 C
Principal LifeTime 2030 B vs. JPMorgan SmartRetirement 2030 C
Principal LifeTime 2030 R1 vs. JPMorgan SmartRetirement 2030 C
  

S&P 500

 
Profile
    
SP 500
Performance
19
Out Of
100
Over 30
Days
?
    

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