Funds performance table by strategy

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fund name 1 mth 3 mth 12 mth ytd Inception Net assets Return Datesort icon
JPMorgan SmartRetirement® Blend 2035 Sel 3% 2% 9% 3% 13% - 2015-02-28
JPMorgan SmartRetirement® Blend 2045 Sel 4% 2% 9% 3% 14% - 2015-02-28
JPMorgan SmartRetirement® Blend 2015 Sel 1% 1% 5% 2% 8% - 2015-02-28
JPMorgan SmartRetirement® Blend 2025 Sel 2% 1% 8% 2% 11% - 2015-02-28
JPMorgan SmartRetirement® Blend 2040 R6 4% 2% 9% 3% 14% - 2015-02-28
JPMorgan SmartRetirement® Blend 2050 R6 4% 2% 9% 3% 14% - 2015-02-28
JPMorgan SmartRetirement® Blend 2055 Sel 4% 2% 9% 3% 14% - 2015-02-28
Fuh Hwa CSI 300 A ETF 3% 26% 70% -1% 16% 4295M 2015-02-28
New Capital Strategic Portfolio Ltd C 3% 1% 4% 2% 8% 89M 2015-02-28
New Capital Strategic Portfolio Ltd G 4% 2% 7% 3% 10% 175M 2015-02-28
New Capital Strategic Portfolio Ltd B 3% 1% 4% 2% 7% 122M 2015-02-28
New Capital Strategic Portfolio Ltd F 3% 1% 4% 2% 6% 186M 2015-02-28
New Capital Strategic Portfolio Ltd D 3% 1% 4% 2% 5% 130M 2015-02-28
New Capital Strategic Portfolio Ltd H 3% 1% 5% 2% 7% 171M 2015-02-28
New Capital Strategic Portfolio Ltd J 4% 0% 4% 2% 8% 137M 2015-02-28
Rx High Income Institutional 2% -1% 1% 1% 5% - 2015-02-28
Rx Tax Advantaged Institutional 0% 0% 2% 0% 0% - 2015-02-28
Rx Dividend Income Institutional 4% 1% 2% 3% 8% - 2015-02-28
Rx Tactical Rotation Institutional 4% 2% 12% 2% 13% - 2015-02-28
Rx Non Traditional Institutional 0% 0% 0% 0% 0% - 2015-02-28
Rx Premier Managers Institutional 3% 1% 6% 2% 11% - 2015-02-28
Rx Traditional Equity Institutional 5% 2% 6% 3% 13% - 2015-02-28
Rx Traditional Fixed Income Instl 0% 0% 1% 0% -1% - 2015-02-28
LO Selection - Shanti Conv.Asia USD P A 1% -1% 1% 0% 2% 24M 2015-02-28
ZKB-CIF Swiss Total Market Index N 7% 0% 9% 0% 10% 13M 2015-02-28
ZKB-CIF US Index N 5% 2% 14% 2% 0% 15M 2015-02-28
ZKB-CIF Japan Index T 7% 7% 27% 8% 0% 1946M 2015-02-28
ZKB-CIF Canada Index T 4% 4% 11% 4% 0% 12M 2015-02-28
ZKB-CIF Emerging Market Index N 6% -3% 12% -1% 1% - 2015-02-28
ZKB-CIF Swiss B Total Mkt Idx AAA-BBB N 0% 2% 6% 1% 0% - 2015-02-28

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