Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) | 3.96% | 6.02% | 8.11% | 8.71% | 5.78% | NA | NA | 7.84% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) | 02/06/2012 | 05/15/2025 |
The return data shown below all have the same latest date: 05/15/2025.
AR inception is since 02/06/2012.
AR inception is since 02/06/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.75 | 6.02 | 8.11 | 8.71 | 5.78 | NA | NA | 7.84 | 3.96 | 9.60 | 22.64 | -24.36 | 7.47 | 12.71 | 24.89 | -9.69 | 22.01 | 6.48 | -1.61 | 6.06 | 25.20 | 8.83 |
| Sharpe Ratio | NA | -0.09 | 0.19 | 0.29 | 0.23 | NA | NA | 0.40 | 0.02 | 0.26 | 1.57 | -1.12 | 0.51 | 0.41 | 2.36 | -0.82 | 3.22 | 0.50 | -0.13 | 0.57 | 2.30 | 0.78 |
| Standard Deviation(%) | NA | 16.22 | 16.57 | 16.63 | 16.49 | NA | NA | 15.38 | 22.16 | 11.66 | 11.82 | 22.97 | 14.63 | 30.21 | 9.93 | 13.50 | 6.66 | 12.67 | 13.07 | 10.67 | 10.95 | 12.55 |
| Draw Down(%) | NA | 16.49 | 16.49 | 32.11 | 33.20 | NA | NA | 33.20 | 15.12 | 7.13 | 10.35 | 25.71 | 12.80 | 33.20 | 5.65 | 18.76 | 1.91 | 11.74 | 11.90 | 7.81 | 7.99 | 10.31 |
| Yield(%) | 0.00 | 0.00 | 1.15 | 1.97 | 3.11 | 3.59 | 2.69 | 4.14 | 0.00 | 0.00 | 2.08 | 1.32 | 3.03 | 1.72 | 9.04 | 3.73 | 4.17 | 2.72 | 2.65 | 3.56 | 3.48 | 2.02 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) |
-2.88%
Dec 2019 - Dec 2022 |
0.66%
Dec 2017 - Dec 2022 |
4.54%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFIX (JPMORGAN SMARTRETIREMENT 2055 FUND INSTITUTIONAL CLASS) |
16.46%
May 2012 - May 2015 |
13.05%
Oct 2016 - Oct 2021 |
8.62%
Mar 2012 - Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart