Ratings & Risk for JPMorgan Tax Aware Real Return Instl (TXRIX)

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

    Return Risk Rating # of Funds
    3-Year Below Average Above Average
    73
    5-Year 71
    10-Year 63
    Overall Below Average Above 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 7.10 0.25 0.08
    5-Year
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 50.72 1.03 -1.90
    3-Year 66.01 0.95 -1.21
    5-Year
    10-Year

    Barclays Municipal TR USD

    Trailing data as of 10/31/2009