Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JFFSX (JPMORGAN SMARTRETIREMENT 2055 FUND SELECT CLASS) | 8.84% | 9.87% | 11.97% | 7.06% | 6.48% | NA | NA | 8.27% |
Data as of 07/15/2025, AR inception is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFFSX (JPMORGAN SMARTRETIREMENT 2055 FUND SELECT CLASS) | 02/06/2012 | 07/15/2025 |
| 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 (%) | -0.34 | 9.87 | 11.97 | 7.06 | 6.48 | NA | NA | 8.27 | 8.84 | 9.79 | 22.28 | -24.51 | 7.31 | 12.54 | 24.77 | -9.81 | 21.83 | 6.34 | -1.68 | 5.88 | 25.03 | 8.70 |
| Sharpe Ratio | NA | 0.48 | 0.56 | 0.33 | 0.32 | NA | NA | 0.46 | 0.83 | 0.28 | 1.54 | -1.13 | 0.50 | 0.41 | 2.35 | -0.83 | 3.19 | 0.48 | -0.13 | 0.55 | 2.29 | 0.77 |
| Standard Deviation(%) | NA | 16.36 | 15.76 | 16.15 | 16.46 | NA | NA | 15.31 | 19.25 | 11.55 | 11.83 | 22.95 | 14.62 | 30.14 | 9.93 | 13.52 | 6.67 | 12.69 | 13.08 | 10.67 | 10.94 | 12.56 |
| Draw Down(%) | NA | 15.14 | 15.15 | 32.21 | 33.20 | NA | NA | 33.20 | 15.14 | 7.11 | 10.42 | 25.78 | 12.81 | 33.20 | 5.65 | 18.89 | 1.91 | 11.84 | 11.89 | 7.85 | 7.99 | 10.31 |
| Yield(%) | 0.00 | 2.26 | 2.02 | 2.12 | 3.29 | 3.72 | 2.79 | 4.29 | 0.00 | 2.58 | 1.89 | 1.20 | 2.90 | 1.58 | 8.92 | 3.62 | 4.04 | 2.63 | 2.52 | 3.43 | 3.33 | 1.89 |
Data as of 07/15/2025, AR inception is 02/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFSX (JPMORGAN SMARTRETIREMENT 2055 FUND SELECT CLASS) |
-3.03%
Dec 2019 - Dec 2022 |
0.52%
Dec 2017 - Dec 2022 |
4.40%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFFSX (JPMORGAN SMARTRETIREMENT 2055 FUND SELECT CLASS) |
16.29%
May 2012 - May 2015 |
12.89%
Oct 2016 - Oct 2021 |
8.48%
Mar 2012 - Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart