Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JNSAX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS A) | 6.51% | 7.95% | 7.22% | 2.48% | 3.88% | 6.36% | NA | 4.83% |
Data as of 07/03/2025, AR inception is 08/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNSAX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS A) | 08/07/2007 | 07/03/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 7.95 | 7.22 | 2.48 | 3.88 | 6.36 | NA | 4.83 | 6.51 | 4.12 | 16.34 | -19.37 | -1.33 | 8.69 | 18.16 | -6.81 | 15.99 | 5.88 | -1.17 | 5.63 | 18.51 | 15.83 | -2.64 | 15.49 | 31.04 | -31.49 | 2.12 |
| Sharpe Ratio | NA | 0.29 | 0.39 | 0.03 | 0.20 | NA | NA | 0.26 | 0.55 | -0.33 | 1.58 | -1.56 | -0.12 | 0.50 | 2.96 | -0.92 | 3.42 | 0.63 | -0.13 | 0.70 | 2.20 | 1.64 | -0.15 | 1.06 | 1.41 | -1.08 | 0.18 |
| Standard Deviation(%) | NA | 8.47 | 9.46 | 10.17 | 10.19 | NA | NA | 13.64 | 10.14 | 7.41 | 7.71 | 13.39 | 11.48 | 16.93 | 5.67 | 8.87 | 4.51 | 9.05 | 9.56 | 7.98 | 8.41 | 9.72 | 18.15 | 14.59 | 21.88 | 29.85 | 16.37 |
| Draw Down(%) | NA | 8.33 | 11.15 | 28.04 | 28.04 | NA | NA | 46.67 | 7.38 | 4.31 | 7.34 | 20.71 | 11.31 | 22.07 | 2.78 | 13.11 | 1.36 | 8.29 | 9.15 | 5.85 | 7.09 | 8.50 | 17.57 | 10.97 | 20.75 | 42.39 | 7.25 |
| Yield(%) | 0.00 | 3.37 | 2.89 | 2.32 | 3.99 | 5.30 | 3.59 | 4.22 | 0.00 | 3.58 | 2.99 | 1.86 | 2.44 | 2.02 | 13.68 | 4.88 | 4.30 | 2.94 | 3.00 | 4.12 | 4.73 | 2.44 | 2.47 | 2.79 | 2.59 | 2.24 | 2.98 |
Data as of 07/03/2025, AR inception is 08/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSAX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS A) |
-4.73%
Dec 2019 - Dec 2022 |
-0.97%
Dec 2017 - Dec 2022 |
2.64%
Oct 2013 - Oct 2023 |
3.37%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSAX (JPMORGAN SMARTRETIREMENT 2025 FUND CLASS A) |
22.95%
Feb 2009 - Feb 2012 |
18.48%
Feb 2009 - Feb 2014 |
11.58%
Feb 2009 - Feb 2019 |
8.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart