Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTQGX (JPMORGAN SMARTSPENDING 2050 FUND CLASS R4) | NA | 4.54% | -0.23% | 1.31% | 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 |
|---|---|---|
| JTQGX (JPMORGAN SMARTSPENDING 2050 FUND CLASS R4) | 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 | 4.54 | -0.23 | 1.31 | NA | NA | NA | … | … | 1.86 | -17.90 | 2.57 | 2.50 | 5.96 | -4.61 |
| Sharpe Ratio | NA | 0.08 | -0.24 | -0.13 | NA | NA | NA | … | … | -0.33 | -1.83 | 0.42 | 0.20 | 0.92 | -0.51 |
| Standard Deviation(%) | NA | 7.01 | 7.54 | 8.21 | NA | NA | NA | … | … | 6.08 | 10.56 | 6.10 | 11.31 | 4.79 | 15.09 |
| Draw Down(%) | NA | 5.79 | 19.67 | 19.67 | NA | NA | NA | … | … | 5.79 | 19.67 | 5.57 | 17.13 | 3.10 | 5.74 |
| Yield(%) | 0.00 | 2.86 | 3.59 | 3.42 | 1.63 | 1.09 | 0.82 | … | … | 0.00 | 2.40 | 5.99 | 2.00 | 6.33 | 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 |
|---|---|---|---|---|
| JTQGX (JPMORGAN SMARTSPENDING 2050 FUND CLASS R4) |
-2.36%
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 |
|---|---|---|---|---|
| JTQGX (JPMORGAN SMARTSPENDING 2050 FUND CLASS R4) |
7.44%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart