Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTQDX (JPMORGAN SMARTSPENDING 2050 FUND CLASS I) | NA | 4.47% | -0.23% | 0.74% | NA | NA | NA | … | … |
Data as of 10/27/2023, Common starting date is 09/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTQDX (JPMORGAN SMARTSPENDING 2050 FUND CLASS I) | 09/17/2018 | 10/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.47 | -0.23 | 0.74 | NA | NA | NA | … | … | 1.86 | -17.89 | 2.57 | 2.57 | 6.01 | -5.91 |
| Sharpe Ratio | NA | 0.07 | -0.24 | -0.08 | NA | NA | NA | … | … | -0.32 | -1.82 | 0.42 | 0.21 | 0.93 | -3.13 |
| Standard Deviation(%) | NA | 7.08 | 7.60 | 7.95 | NA | NA | NA | … | … | 6.15 | 10.64 | 6.09 | 11.30 | 4.84 | 7.03 |
| Draw Down(%) | NA | 5.79 | 19.72 | 19.72 | NA | NA | NA | … | … | 5.79 | 19.72 | 5.57 | 17.18 | 3.10 | 6.26 |
| Yield(%) | 0.00 | 2.80 | 3.59 | 3.35 | 1.62 | 1.08 | 0.81 | … | … | 0.00 | 2.35 | 5.97 | 2.05 | 6.49 | 0.00 |
Data as of 10/27/2023, Common starting date is 09/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTQDX (JPMORGAN SMARTSPENDING 2050 FUND CLASS I) |
-2.34%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTQDX (JPMORGAN SMARTSPENDING 2050 FUND CLASS I) |
7.49%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart