Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSYRX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R6) | NA | 8.22% | 5.61% | 5.79% | 4.73% | NA | NA | … | … |
Data as of 05/02/2025, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSYRX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R6) | 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 | 8.22 | 5.61 | 5.79 | 4.73 | NA | NA | … | … | 1.04 | 4.59 | 16.12 | -13.74 | 6.38 | 10.15 | 15.51 | -4.53 | 13.40 | 6.19 | -0.65 | 5.72 | 13.66 | 5.30 |
| Sharpe Ratio | NA | 0.62 | 0.28 | 0.49 | 0.43 | NA | NA | … | … | 0.01 | 0.13 | 1.72 | -1.51 | 1.27 | 0.79 | 3.41 | -0.85 | 3.57 | 0.80 | -0.08 | 0.88 | 1.84 | 1.65 |
| Standard Deviation(%) | NA | 7.82 | 8.61 | 7.84 | 7.82 | NA | NA | … | … | 10.64 | 7.30 | 7.30 | 10.06 | 5.02 | 12.46 | 4.12 | 7.00 | 3.58 | 7.43 | 8.15 | 6.51 | 7.39 | 6.74 |
| Draw Down(%) | NA | 6.59 | 10.04 | 18.28 | 18.28 | NA | NA | … | … | 6.59 | 4.74 | 6.57 | 17.93 | 2.50 | 17.78 | 1.62 | 9.56 | 1.33 | 5.70 | 7.60 | 4.62 | 6.69 | 3.45 |
| Yield(%) | 0.00 | 4.73 | 3.70 | 4.49 | 3.95 | 3.71 | 2.78 | … | … | 0.96 | 3.80 | 3.71 | 2.51 | 6.11 | 4.48 | 3.34 | 5.74 | 2.57 | 2.03 | 2.37 | 2.79 | 2.21 | 1.57 |
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 |
|---|---|---|---|---|
| JSYRX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R6) |
-0.07%
Sep 2019 – Sep 2022 |
1.92%
Sep 2017 – Sep 2022 |
3.93%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSYRX (JPMORGAN SMARTRETIREMENT* BLEND 2020 FUND CLASS R6) |
10.62%
Dec 2018 – Dec 2021 |
8.56%
Feb 2016 – Feb 2021 |
5.37%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart