Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSSRX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND SELECT CLASS) | NA | 8.02% | 5.34% | 5.54% | 4.48% | NA | NA | … | … |
Data as of 05/02/2025, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSSRX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND SELECT CLASS) | 07/03/2012 | 05/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.02 | 5.34 | 5.54 | 4.48 | NA | NA | … | … | 0.99 | 5.09 | 15.01 | -13.98 | 6.11 | 9.88 | 15.29 | -4.79 | 13.08 | 6.01 | -0.90 | 5.49 | 13.35 | 5.18 |
| Sharpe Ratio | NA | 0.59 | 0.25 | 0.47 | 0.40 | NA | NA | … | … | -0.01 | 0.21 | 1.64 | -1.53 | 1.22 | 0.77 | 3.34 | -0.88 | 3.47 | 0.78 | -0.11 | 0.84 | 1.82 | 1.63 |
| Standard Deviation(%) | NA | 7.83 | 8.43 | 7.71 | 7.76 | NA | NA | … | … | 10.61 | 6.93 | 6.98 | 10.11 | 4.97 | 12.44 | 4.13 | 7.01 | 3.59 | 7.46 | 8.16 | 6.50 | 7.31 | 6.66 |
| Draw Down(%) | NA | 6.59 | 10.15 | 18.49 | 18.49 | NA | NA | … | … | 6.59 | 4.10 | 6.62 | 18.13 | 2.50 | 17.80 | 1.68 | 9.79 | 1.33 | 5.70 | 7.71 | 4.62 | 6.69 | 3.45 |
| Yield(%) | 0.00 | 4.30 | 3.15 | 4.06 | 3.61 | 3.38 | 2.54 | … | … | 0.87 | 3.45 | 2.89 | 2.09 | 5.86 | 4.23 | 3.06 | 5.49 | 2.32 | 1.85 | 2.13 | 2.56 | 1.98 | 1.45 |
Data as of 05/02/2025, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSSRX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND SELECT CLASS) |
-0.32%
Sep 2019 – Sep 2022 |
1.65%
Sep 2017 – Sep 2022 |
3.68%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSSRX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND SELECT CLASS) |
10.36%
Dec 2018 – Dec 2021 |
8.31%
Feb 2016 – Feb 2021 |
5.12%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart