Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSTKX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R3) | NA | 7.73% | 4.93% | 5.18% | NA | NA | NA | … | … |
Data as of 05/02/2025, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSTKX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R3) | 06/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.73 | 4.93 | 5.18 | NA | NA | NA | … | … | 0.89 | 6.35 | 13.03 | -14.55 | 5.85 | 9.61 | 14.97 | -5.00 | 5.72 |
| Sharpe Ratio | NA | 0.56 | 0.21 | 0.43 | NA | NA | NA | … | … | -0.04 | 0.43 | 1.43 | -1.58 | 1.16 | 0.75 | 3.27 | -0.91 | 2.73 |
| Standard Deviation(%) | NA | 7.85 | 8.20 | 7.57 | NA | NA | NA | … | … | 10.67 | 6.37 | 6.62 | 10.13 | 5.03 | 12.45 | 4.13 | 7.04 | 3.44 |
| Draw Down(%) | NA | 6.61 | 10.28 | 18.67 | NA | NA | NA | … | … | 6.61 | 3.21 | 6.68 | 18.30 | 2.54 | 17.78 | 1.68 | 10.00 | 1.03 |
| Yield(%) | 0.00 | 3.96 | 2.30 | 3.44 | 2.71 | 1.81 | 1.35 | … | … | 0.77 | 3.21 | 1.39 | 1.31 | 5.60 | 3.98 | 2.80 | 5.32 | 1.78 |
Data as of 05/02/2025, Common starting date is 06/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSTKX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R3) |
-0.57%
Sep 2019 – Sep 2022 |
1.41%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSTKX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R3) |
10.08%
Dec 2018 – Dec 2021 |
6.03%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart