Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTQJX (JPMorgan SmartRetirement Blend 2015 Fund Class R6) | NA | 4.73% | 0.02% | 1.50% | 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 |
|---|---|---|
| JTQJX (JPMorgan SmartRetirement Blend 2015 Fund Class R6) | 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 | 4.73 | 0.02 | 1.50 | NA | NA | NA | … | … | 2.01 | -18.14 | 2.88 | 2.57 | 6.01 | -4.30 |
| Sharpe Ratio | NA | 0.10 | -0.21 | -0.10 | NA | NA | NA | … | … | -0.29 | -1.82 | 0.47 | 0.21 | 0.92 | -0.51 |
| Standard Deviation(%) | NA | 7.06 | 7.64 | 8.24 | NA | NA | NA | … | … | 6.14 | 10.75 | 6.10 | 11.32 | 4.88 | 14.22 |
| Draw Down(%) | NA | 5.71 | 19.78 | 19.78 | NA | NA | NA | … | … | 5.71 | 19.78 | 5.55 | 17.12 | 3.09 | 5.49 |
| Yield(%) | 0.00 | 3.12 | 3.83 | 3.61 | 1.73 | 1.15 | 0.86 | … | … | 0.00 | 2.62 | 6.23 | 2.24 | 6.58 | 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 |
|---|---|---|---|---|
| JTQJX (JPMorgan SmartRetirement Blend 2015 Fund Class R6) |
-2.10%
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 |
|---|---|---|---|---|
| JTQJX (JPMorgan SmartRetirement Blend 2015 Fund Class R6) |
7.75%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart