JSWAX: JPMorgan SmartRetirement 2010 A (MUTUAL FUND)

Basic Info

Asset Class:	Target Date 2000-2010
MyPlanIQ Rating:	Not Rated
Start Date:	05/31/2006
Last Dividend Date:	03/31/2014
12-Mo. Yield	2.66%
Expenses	0.86%
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Performance Analytics (As of 06/25/2014)

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	Last 1 Week*	1 Yr	3 Yr	5 Yr	Since 05/31/2006	2014	2013	2012	2011
Annualized Return(%) ?	0.2	11.4	6.7	9.7	5.3	3.6	7.6	10.2	0.8
Sharpe Ratio ?	NA	2.68	1.07	1.47	0.5	1.85	1.63	2.07	0.09
Draw Down(%) ?	NA	2.3	8.6	8.6	31.8	2.3	5.3	4.2	8.6

	Last 1 Week*	1 Yr	3 Yr	5 Yr	Since 05/31/2006	2014	2013	2012	2011	2010	2009	2008	2007	2006
Annualized Return(%) ?	0.2	11.4	6.7	9.7	5.3	3.6	7.6	10.2	0.8	11.6	23.1	-21.5	4.8	8.6
Sharpe Ratio ?	NA	2.68	1.07	1.47	0.5	1.85	1.63	2.07	0.09	1.56	1.9	-1.33	0.24	2.36
Draw Down(%) ?	NA	2.3	8.6	8.6	31.8	2.3	5.3	4.2	8.6	5.2	12.2	29.5	5.6	2.7
Standard Deviation(%) ?	NA	4.2	6.2	6.5	9.2	4.2	4.7	4.9	8.6	7.4	12.1	16.8	7.7	4.9
Treynor Ratio ?	NA	0.1	0.05	0.08	0.03	0.06	0.07	0.09	0.01	0.09	0.17	-0.16	0.01	0.11
Alpha	NA	0.0	-0.01	0.0	-0.01	-0.01	0.0	0.0	-0.02	0.0	0.01	-0.03	-0.02	0.01
Beta	NA	1.17	1.27	1.28	1.36	1.25	1.13	1.16	1.34	1.3	1.37	1.43	1.48	1.09
RSquared ?	NA	0.88	0.86	0.85	0.89	0.83	0.88	0.74	0.88	0.88	0.9	0.93	0.81	0.83
Yield(%)	N/A	2.7	2.7	3.4	N/A	0.4	2.8	2.6	2.9	2.8	3.8	4.9	4.8	2.2
Dividend Growth(%)	N/A	5.5	-22.6	N/A	N/A	-86.3	18.6	-12.2	12.1	-13.6	-41.5	1.1	130.4	N/A

	Last 1 Week*	1 Yr	3 Yr	5 Yr	Since 05/31/2006	2014	2013	2012	2011	2010	2009	2008	2007	2006
Annualized Return(%) ?	0.2	11.4	6.7	9.7	5.3	3.6	7.6	10.2	0.8	11.6	23.1	-21.5	4.8	8.6
Sharpe Ratio ?	NA	2.68	1.07	1.47	0.5	1.85	1.63	2.07	0.09	1.56	1.9	-1.33	0.24	2.36
Draw Down(%) ?	NA	2.3	8.6	8.6	31.8	2.3	5.3	4.2	8.6	5.2	12.2	29.5	5.6	2.7
Standard Deviation(%) ?	NA	4.2	6.2	6.5	9.2	4.2	4.7	4.9	8.6	7.4	12.1	16.8	7.7	4.9
Treynor Ratio ?	NA	0.1	0.05	0.08	0.03	0.06	0.07	0.09	0.01	0.09	0.17	-0.16	0.01	0.11
Alpha	NA	0.0	-0.01	0.0	-0.01	-0.01	0.0	0.0	-0.02	0.0	0.01	-0.03	-0.02	0.01
Beta	NA	1.17	1.27	1.28	1.36	1.25	1.13	1.16	1.34	1.3	1.37	1.43	1.48	1.09
RSquared ?	NA	0.88	0.86	0.85	0.89	0.83	0.88	0.74	0.88	0.88	0.9	0.93	0.81	0.83
Yield(%)	N/A	2.7	2.7	3.4	N/A	0.4	2.8	2.6	2.9	2.8	3.8	4.9	4.8	2.2
Dividend Growth(%)	N/A	5.5	-22.6	N/A	N/A	-86.3	18.6	-12.2	12.1	-13.6	-41.5	1.1	130.4	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2006

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JSWAX: JPMorgan SmartRetirement 2010 A (MUTUAL FUND)

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JSWAX: JPMorgan SmartRetirement 2010 A (MUTUAL FUND)

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