Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSASX (JPMORGAN SMARTRETIREMENT 2045 FUND SELECT CLASS) | 9.13% | 10.69% | 11.39% | 6.28% | 6.02% | 8.17% | NA | 6.47% |
Data as of 07/11/2025, AR inception is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSASX (JPMORGAN SMARTRETIREMENT 2045 FUND SELECT CLASS) | 08/06/2007 | 07/11/2025 |
| 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 (%) | 0.46 | 10.69 | 11.39 | 6.28 | 6.02 | 8.17 | NA | 6.47 | 9.13 | 7.13 | 22.08 | -25.28 | 3.22 | 11.94 | 24.79 | -9.83 | 21.86 | 6.68 | -1.74 | 5.98 | 24.81 | 18.18 | -4.87 | 16.38 | 33.97 | -33.55 | 2.04 |
| Sharpe Ratio | NA | 0.61 | 0.52 | 0.27 | 0.28 | NA | NA | 0.29 | 0.92 | 0.05 | 1.56 | -1.15 | 0.19 | 0.39 | 2.35 | -0.83 | 3.19 | 0.51 | -0.14 | 0.57 | 2.33 | 1.48 | -0.22 | 0.93 | 1.33 | -0.99 | 0.14 |
| Standard Deviation(%) | NA | 15.62 | 15.67 | 16.57 | 16.68 | NA | NA | 18.33 | 18.63 | 11.42 | 11.56 | 23.33 | 17.00 | 30.21 | 9.97 | 13.56 | 6.69 | 12.72 | 13.07 | 10.53 | 10.62 | 12.36 | 22.51 | 17.57 | 25.42 | 34.65 | 18.45 |
| Draw Down(%) | NA | 14.47 | 15.93 | 35.38 | 35.38 | NA | NA | 50.36 | 14.47 | 8.02 | 10.21 | 26.48 | 16.11 | 33.30 | 5.62 | 18.91 | 1.93 | 11.87 | 11.98 | 7.86 | 8.03 | 10.86 | 21.65 | 13.39 | 23.51 | 45.55 | 8.27 |
| Yield(%) | 0.00 | 4.26 | 2.82 | 2.54 | 3.95 | 5.48 | 3.74 | 4.40 | 0.00 | 4.82 | 1.99 | 1.18 | 2.82 | 1.59 | 11.53 | 4.61 | 4.55 | 3.08 | 3.00 | 4.33 | 5.29 | 2.42 | 2.03 | 3.24 | 2.57 | 1.97 | 3.11 |
Data as of 07/11/2025, AR inception is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSASX (JPMORGAN SMARTRETIREMENT 2045 FUND SELECT CLASS) |
-4.78%
Dec 2019 - Dec 2022 |
-0.58%
Dec 2017 - Dec 2022 |
3.84%
Oct 2013 - Oct 2023 |
4.29%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSASX (JPMORGAN SMARTRETIREMENT 2045 FUND SELECT CLASS) |
24.91%
Feb 2009 - Feb 2012 |
20.87%
Feb 2009 - Feb 2014 |
13.31%
Feb 2009 - Feb 2019 |
10.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart