Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTQEX (JPMorgan SmartRetirement Blend 2015 Fund Class R2) | NA | 4.01% | -0.72% | 0.91% | NA | NA | NA | … | … |
Data as of 10/27/2023, Common starting date is 04/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTQEX (JPMorgan SmartRetirement Blend 2015 Fund Class R2) | 04/03/2018 | 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 | 4.01 | -0.72 | 0.91 | NA | NA | NA | … | … | 1.41 | -17.51 | 2.07 | 2.51 | 5.92 | -4.99 |
| Sharpe Ratio | NA | 0.00 | -0.31 | -0.19 | NA | NA | NA | … | … | -0.42 | -1.82 | 0.33 | 0.20 | 0.95 | -0.51 |
| Standard Deviation(%) | NA | 6.98 | 7.51 | 8.23 | NA | NA | NA | … | … | 6.05 | 10.42 | 6.11 | 11.22 | 4.62 | 16.18 |
| Draw Down(%) | NA | 5.88 | 19.66 | 19.66 | NA | NA | NA | … | … | 5.88 | 19.66 | 5.65 | 17.15 | 3.12 | 6.12 |
| Yield(%) | 0.00 | 2.34 | 3.11 | 3.03 | 1.44 | 0.96 | 0.72 | … | … | 0.00 | 1.96 | 5.49 | 1.51 | 5.81 | 0.00 |
Data as of 10/27/2023, Common starting date is 04/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTQEX (JPMorgan SmartRetirement Blend 2015 Fund Class R2) |
-2.84%
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 |
|---|---|---|---|---|
| JTQEX (JPMorgan SmartRetirement Blend 2015 Fund Class R2) |
6.92%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart