Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIORX (JPMorgan SmartRetirement Blend 2020 Fd R) | NA | 7.49% | 4.65% | 4.91% | NA | NA | NA | … | … |
Data as of 05/02/2025, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIORX (JPMorgan SmartRetirement Blend 2020 Fd R) | 06/05/2017 | 05/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.49 | 4.65 | 4.91 | NA | NA | NA | … | … | 0.84 | 4.55 | 14.41 | -14.83 | 5.60 | 9.32 | 14.69 | -5.26 | 5.59 |
| Sharpe Ratio | NA | 0.53 | 0.17 | 0.38 | NA | NA | NA | … | … | -0.05 | 0.13 | 1.55 | -1.61 | 1.12 | 0.72 | 3.21 | -0.95 | 2.66 |
| Standard Deviation(%) | NA | 7.85 | 8.44 | 7.73 | NA | NA | NA | … | … | 10.62 | 6.94 | 7.00 | 10.12 | 5.00 | 12.47 | 4.11 | 6.99 | 3.44 |
| Draw Down(%) | NA | 6.65 | 10.35 | 18.82 | NA | NA | NA | … | … | 6.65 | 4.12 | 6.74 | 18.42 | 2.58 | 17.83 | 1.73 | 10.20 | 1.05 |
| Yield(%) | 0.00 | 4.06 | 2.82 | 3.64 | 2.71 | 1.81 | 1.35 | … | … | 0.72 | 3.36 | 2.92 | 1.40 | 5.27 | 3.74 | 2.32 | 5.05 | 1.51 |
Data as of 05/02/2025, Common starting date is 06/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIORX (JPMorgan SmartRetirement Blend 2020 Fd R) |
-0.80%
Sep 2019 – Sep 2022 |
1.16%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIORX (JPMorgan SmartRetirement Blend 2020 Fd R) |
9.81%
Dec 2018 – Dec 2021 |
5.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart