Ratings & Risk for JPMorgan Municipal Income Select (HLTAX)

Morningstar Category: Muni National Interm
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    		73
    5-Year Average Average
    		71
    10-Year Average Below Average
    		63
    Overall Average Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 4.97 0.32 0.28
    5-Year 4.07 0.29 0.11
    10-Year 3.86 0.37 0.40
    15-Year 3.50 0.40 0.32
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 87.52 0.82 0.57
    3-Year 92.26 0.80 -0.08
    5-Year 92.58 0.80 -0.52
    10-Year 94.01 0.80 -0.61

    Barclays Municipal TR USD

    Trailing data as of 10/31/2009