Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSFIX (JPMORGAN SMARTRETIREMENT 2015 FUND INSTITUTIONAL CLASS) | NA | -27.80% | -9.23% | -2.44% | 0.44% | NA | NA | … | … |
Data as of 12/06/2017, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSFIX (JPMORGAN SMARTRETIREMENT 2015 FUND INSTITUTIONAL CLASS) | 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 (%) | -31.94 | -27.80 | -9.23 | -2.44 | 0.44 | NA | NA | … | … | 5.33 | 4.11 | -2.00 | 5.85 | 10.47 | 12.70 | 0.19 | 13.87 | 26.82 | -25.57 | 5.46 | 10.46 |
| Sharpe Ratio | NA | 2.07 | 0.54 | 1.00 | 0.37 | NA | NA | … | … | 2.18 | 0.68 | -0.33 | 1.17 | 1.83 | 1.93 | 0.01 | 1.32 | 1.68 | -1.19 | 0.25 | 2.24 |
| Standard Deviation(%) | NA | 2.49 | 5.03 | 5.11 | 11.03 | NA | NA | … | … | 2.35 | 5.68 | 6.15 | 4.99 | 5.71 | 6.61 | 12.74 | 10.42 | 15.95 | 22.19 | 9.92 | 6.71 |
| Draw Down(%) | NA | 1.17 | 9.05 | 9.05 | 37.43 | NA | NA | … | … | 1.17 | 5.00 | 6.36 | 3.85 | 5.89 | 5.57 | 12.19 | 7.55 | 15.96 | 35.12 | 6.85 | 3.81 |
| Yield(%) | 0.00 | 1.68 | 2.63 | 2.91 | 3.12 | 2.67 | 2.00 | … | … | 0.79 | 2.45 | 3.10 | 3.33 | 3.27 | 2.83 | 2.89 | 2.94 | 3.90 | 5.00 | 5.38 | 2.44 |
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 |
|---|---|---|---|---|
| JSFIX (JPMORGAN SMARTRETIREMENT 2015 FUND INSTITUTIONAL CLASS) |
-2.38%
Jun 2006 – Jun 2009 |
1.95%
May 2007 – May 2012 |
4.21%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSFIX (JPMORGAN SMARTRETIREMENT 2015 FUND INSTITUTIONAL CLASS) |
19.93%
Feb 2009 – Feb 2012 |
15.31%
Feb 2009 – Feb 2014 |
5.45%
Jul 2006 – Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart