Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSTLX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R4) | NA | 7.97% | 5.12% | 5.39% | 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 |
|---|---|---|
| JSTLX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R4) | 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 | 7.97 | 5.12 | 5.39 | NA | NA | NA | … | … | 1.00 | 4.65 | 15.41 | -14.51 | 6.10 | 9.95 | 15.25 | -4.78 | 5.87 |
| Sharpe Ratio | NA | 0.59 | 0.22 | 0.44 | NA | NA | NA | … | … | 0.00 | 0.14 | 1.65 | -1.58 | 1.22 | 0.77 | 3.34 | -0.88 | 2.76 |
| Standard Deviation(%) | NA | 7.84 | 8.55 | 7.80 | NA | NA | NA | … | … | 10.66 | 7.12 | 7.18 | 10.12 | 4.98 | 12.48 | 4.13 | 7.05 | 3.49 |
| Draw Down(%) | NA | 6.63 | 10.20 | 18.52 | NA | NA | NA | … | … | 6.63 | 4.46 | 6.63 | 18.16 | 2.50 | 17.78 | 1.67 | 9.83 | 1.08 |
| Yield(%) | 0.00 | 4.39 | 3.21 | 4.10 | 3.08 | 2.06 | 1.54 | … | … | 0.88 | 3.54 | 3.36 | 1.79 | 5.89 | 4.20 | 3.09 | 5.35 | 1.92 |
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 |
|---|---|---|---|---|
| JSTLX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R4) |
-0.31%
Sep 2019 – Sep 2022 |
1.66%
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 |
|---|---|---|---|---|
| JSTLX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R4) |
10.37%
Dec 2018 – Dec 2021 |
6.26%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart