Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSFCX (JPMORGAN SMARTRETIREMENT 2015 FUND CLASS C) | NA | 5.59% | 2.43% | 4.52% | 3.50% | NA | NA | … | … |
Data as of 12/06/2017, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSFCX (JPMORGAN SMARTRETIREMENT 2015 FUND CLASS C) | 05/31/2006 | 12/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.59 | 2.43 | 4.52 | 3.50 | NA | NA | … | … | 5.23 | 4.11 | -1.78 | 4.88 | 9.48 | 11.73 | -0.68 | 12.81 | 25.77 | -26.25 | 4.54 | 9.98 |
| Sharpe Ratio | NA | 2.07 | 0.41 | 0.85 | 0.30 | NA | NA | … | … | 2.23 | 0.70 | -0.30 | 0.99 | 1.66 | 1.77 | -0.06 | 1.23 | 1.58 | -1.22 | 0.15 | 2.07 |
| Standard Deviation(%) | NA | 2.41 | 5.00 | 5.09 | 11.05 | NA | NA | … | … | 2.25 | 5.55 | 6.01 | 4.89 | 5.70 | 6.66 | 12.66 | 10.38 | 16.25 | 22.20 | 9.94 | 6.83 |
| Draw Down(%) | NA | 1.18 | 9.68 | 9.68 | 38.18 | NA | NA | … | … | 1.18 | 5.11 | 6.68 | 3.98 | 5.94 | 5.80 | 12.50 | 7.60 | 16.11 | 35.61 | 6.97 | 3.81 |
| Yield(%) | 0.00 | 1.05 | 1.88 | 2.06 | 2.38 | 2.02 | 1.52 | … | … | 0.36 | 1.56 | 2.27 | 2.48 | 2.40 | 1.95 | 2.05 | 2.12 | 3.14 | 4.40 | 4.47 | 2.03 |
Data as of 12/06/2017, Common starting date is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSFCX (JPMORGAN SMARTRETIREMENT 2015 FUND CLASS C) |
-3.26%
Jun 2006 – Jun 2009 |
1.02%
May 2007 – May 2012 |
3.31%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSFCX (JPMORGAN SMARTRETIREMENT 2015 FUND CLASS C) |
18.88%
Feb 2009 – Feb 2012 |
14.30%
Feb 2009 – Feb 2014 |
4.51%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart