Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSFSX (JPMORGAN SMARTRETIREMENT 2015 FUND SELECT CLASS) | NA | -26.75% | -8.89% | -2.28% | 0.46% | NA | NA | 1.95% |
Data as of 12/06/2017, AR inception is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSFSX (JPMORGAN SMARTRETIREMENT 2015 FUND SELECT CLASS) | 05/31/2006 | 12/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -30.94 | -26.75 | -8.89 | -2.28 | 0.46 | NA | NA | 1.95 | -27.06 | 4.91 | -1.04 | 5.70 | 10.26 | 12.56 | 0.05 | 13.71 | 26.66 | -25.69 | 5.32 | 10.34 |
| Sharpe Ratio | NA | -0.74 | -0.42 | -0.14 | 0.01 | NA | NA | 0.08 | -0.76 | 0.85 | -0.18 | 1.16 | 1.81 | 1.90 | 0.00 | 1.31 | 1.63 | -1.19 | 0.24 | 2.20 |
| Standard Deviation(%) | NA | 37.13 | 21.96 | 17.33 | 16.09 | NA | NA | 15.33 | 38.43 | 5.56 | 5.99 | 4.91 | 5.66 | 6.65 | 12.67 | 10.43 | 16.30 | 22.30 | 9.91 | 6.75 |
| Draw Down(%) | NA | 31.07 | 31.07 | 31.07 | 37.57 | NA | NA | 38.48 | 31.07 | 5.01 | 6.39 | 3.88 | 5.89 | 5.63 | 12.20 | 7.55 | 16.05 | 35.21 | 6.85 | 3.81 |
| Yield(%) | 0.00 | 1.60 | 2.52 | 2.78 | 3.00 | 2.56 | 1.92 | 3.49 | 0.74 | 2.31 | 2.98 | 3.19 | 3.12 | 2.68 | 2.76 | 2.79 | 3.74 | 4.88 | 5.24 | 2.38 |
Data as of 12/06/2017, AR inception is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSFSX (JPMORGAN SMARTRETIREMENT 2015 FUND SELECT CLASS) |
-2.51%
Jun 2006 - Jun 2009 |
1.79%
May 2007 - May 2012 |
4.07%
Oct 2007 - Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSFSX (JPMORGAN SMARTRETIREMENT 2015 FUND SELECT CLASS) |
19.75%
Feb 2009 - Feb 2012 |
15.15%
Feb 2009 - Feb 2014 |
5.31%
Jul 2006 - Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart