Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/25/2014.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSWIX (JPMorgan SmartRetirement 2010 Instl) | NA | 11.64% | 6.92% | 10.02% | NA | NA | NA | 5.74% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSWIX (JPMorgan SmartRetirement 2010 Instl) | 05/31/2006 | 06/25/2014 |
The return data shown below all have the same latest date: 06/25/2014.
AR inception is since 05/31/2006.
AR inception is since 05/31/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 11.64 | 6.92 | 10.02 | NA | NA | NA | 5.74 | 3.68 | 7.95 | 10.40 | 1.13 | 12.08 | 23.57 | -21.16 | 5.20 | 8.86 |
| Sharpe Ratio | NA | 2.75 | 1.11 | 1.52 | NA | NA | NA | 0.53 | 1.86 | 1.70 | 2.13 | 0.13 | 1.64 | 1.94 | -1.31 | 0.29 | 2.47 |
| Standard Deviation(%) | NA | 4.23 | 6.25 | 6.54 | NA | NA | NA | 9.24 | 4.18 | 4.66 | 4.89 | 8.65 | 7.33 | 12.12 | 16.78 | 7.70 | 4.93 |
| Draw Down(%) | NA | 2.21 | 8.49 | 8.49 | NA | NA | NA | 31.48 | 2.21 | 5.22 | 4.15 | 8.49 | 5.03 | 12.15 | 29.29 | 5.57 | 2.60 |
| Yield(%) | 0.00 | 2.90 | 2.93 | 3.70 | 2.96 | 1.97 | 1.48 | 3.70 | 0.43 | 3.07 | 2.83 | 3.10 | 3.24 | 4.17 | 5.21 | 5.17 | 2.43 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSWIX (JPMorgan SmartRetirement 2010 Instl) |
-1.01%
Jun 2006 - Jun 2009 |
2.52%
May 2007 - May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSWIX (JPMorgan SmartRetirement 2010 Instl) |
16.98%
Feb 2009 - Feb 2012 |
12.89%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart