Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSWSX (JPMorgan SmartRetirement 2010 Select) | NA | 11.43% | 6.78% | 9.85% | NA | NA | NA | … | … |
Data as of 06/25/2014, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSWSX (JPMorgan SmartRetirement 2010 Select) | 05/31/2006 | 06/25/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 11.43 | 6.78 | 9.85 | NA | NA | NA | … | … | 3.65 | 7.75 | 10.31 | 0.92 | 11.89 | 23.32 | -21.29 | 5.07 | 8.73 |
| Sharpe Ratio | NA | 2.71 | 1.09 | 1.50 | NA | NA | NA | … | … | 1.86 | 1.66 | 2.10 | 0.10 | 1.61 | 1.91 | -1.32 | 0.27 | 2.42 |
| Standard Deviation(%) | NA | 4.21 | 6.25 | 6.55 | NA | NA | NA | … | … | 4.16 | 4.65 | 4.93 | 8.62 | 7.33 | 12.14 | 16.75 | 7.64 | 4.92 |
| Draw Down(%) | NA | 2.21 | 8.54 | 8.54 | NA | NA | NA | … | … | 2.21 | 5.23 | 4.16 | 8.54 | 5.06 | 12.16 | 29.46 | 5.58 | 2.67 |
| Yield(%) | 0.00 | 2.76 | 2.78 | 3.52 | 2.84 | 1.90 | 1.42 | … | … | 0.40 | 2.93 | 2.67 | 2.96 | 3.05 | 4.01 | 5.08 | 5.04 | 2.37 |
Data as of 06/25/2014, Common starting date is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSWSX (JPMorgan SmartRetirement 2010 Select) |
-1.17%
Jun 2006 – Jun 2009 |
2.34%
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 |
|---|---|---|---|---|
| JSWSX (JPMorgan SmartRetirement 2010 Select) |
16.82%
Feb 2009 – Feb 2012 |
12.72%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart