Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSFZX (JPMORGAN SMARTRETIREMENT 2015 FUND CLASS R2) | NA | 5.82% | 2.62% | 4.80% | NA | NA | NA | … | … |
Data as of 12/06/2017, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSFZX (JPMORGAN SMARTRETIREMENT 2015 FUND CLASS R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.82 | 2.62 | 4.80 | NA | NA | NA | … | … | 5.42 | 4.13 | -1.39 | 3.94 | 11.33 | 12.20 | -0.36 | 13.33 | 26.05 | 1.37 |
| Sharpe Ratio | NA | 2.17 | 0.45 | 0.90 | NA | NA | NA | … | … | 2.31 | 0.71 | -0.24 | 0.76 | 1.94 | 1.84 | -0.03 | 1.27 | 1.60 | 0.36 |
| Standard Deviation(%) | NA | 2.41 | 4.99 | 5.17 | NA | NA | NA | … | … | 2.26 | 5.51 | 6.02 | 5.16 | 5.83 | 6.65 | 12.72 | 10.43 | 16.27 | 32.75 |
| Draw Down(%) | NA | 1.12 | 9.38 | 9.38 | NA | NA | NA | … | … | 1.12 | 5.03 | 6.51 | 3.87 | 5.92 | 5.71 | 12.36 | 7.56 | 16.06 | 7.47 |
| Yield(%) | 0.00 | 1.29 | 2.07 | 2.35 | 2.92 | 1.94 | 1.46 | … | … | 0.51 | 1.52 | 2.65 | 2.87 | 2.80 | 2.37 | 2.49 | 2.57 | 3.28 | 0.00 |
Data as of 12/06/2017, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSFZX (JPMORGAN SMARTRETIREMENT 2015 FUND CLASS R2) |
2.20%
Dec 2013 – Dec 2016 |
3.97%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSFZX (JPMORGAN SMARTRETIREMENT 2015 FUND CLASS R2) |
19.31%
Feb 2009 – Feb 2012 |
14.72%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart