Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTQQX (JPMorgan SmartSpending 2020 Fund Class R6) | NA | -0.86% | NA | NA | NA | NA | NA | … | … |
Data as of 03/31/2022, Common starting date is 07/06/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTQQX (JPMorgan SmartSpending 2020 Fund Class R6) | 07/06/2020 | 03/31/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.86 | NA | NA | NA | NA | NA | … | … | -8.17 | 0.55 | 7.38 |
| Sharpe Ratio | NA | -0.15 | NA | NA | NA | NA | NA | … | … | -3.27 | 0.09 | 2.58 |
| Standard Deviation(%) | NA | 6.33 | NA | NA | NA | NA | NA | … | … | 9.03 | 6.02 | 5.96 |
| Draw Down(%) | NA | 9.96 | NA | NA | NA | NA | NA | … | … | 9.96 | 5.70 | 3.03 |
| Yield(%) | 0.00 | 5.66 | 2.55 | 1.53 | 0.77 | 0.51 | 0.38 | … | … | 0.00 | 5.72 | 1.54 |
Data as of 03/31/2022, Common starting date is 07/06/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTQQX (JPMorgan SmartSpending 2020 Fund Class R6) |
0.00%
NA |
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 |
|---|---|---|---|---|
| JTQQX (JPMorgan SmartSpending 2020 Fund Class R6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart