Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JTSSX (JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS) | 9.70% | 11.49% | 11.96% | 5.98% | 5.96% | 8.31% | NA | 6.56% |
Data as of 07/18/2025, AR inception is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTSSX (JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS) | 08/06/2007 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 11.49 | 11.96 | 5.98 | 5.96 | 8.31 | NA | 6.56 | 9.70 | 11.83 | 22.36 | -25.02 | 3.48 | 11.86 | 24.74 | -9.86 | 21.92 | 6.55 | -1.64 | 5.92 | 24.82 | 18.13 | -4.93 | 16.86 | 33.65 | -33.61 | 2.21 |
| Sharpe Ratio | NA | 0.51 | 0.54 | 0.24 | 0.27 | NA | NA | 0.29 | 0.83 | 0.46 | 1.55 | -1.14 | 0.21 | 0.38 | 2.35 | -0.83 | 3.20 | 0.50 | -0.13 | 0.56 | 2.31 | 1.47 | -0.22 | 0.95 | 1.33 | -1.00 | 0.17 |
| Standard Deviation(%) | NA | 16.34 | 15.90 | 16.67 | 16.75 | NA | NA | 18.34 | 18.96 | 11.35 | 11.82 | 23.27 | 16.83 | 30.28 | 9.95 | 13.55 | 6.68 | 12.73 | 13.12 | 10.51 | 10.71 | 12.36 | 22.49 | 17.56 | 25.30 | 34.51 | 18.35 |
| Draw Down(%) | NA | 15.16 | 15.66 | 35.04 | 35.04 | NA | NA | 50.12 | 15.16 | 7.14 | 10.43 | 26.24 | 15.91 | 33.24 | 5.66 | 18.89 | 1.93 | 11.88 | 11.95 | 7.87 | 8.09 | 10.86 | 21.73 | 13.24 | 23.54 | 45.58 | 8.18 |
| Yield(%) | 0.00 | 2.12 | 1.96 | 1.99 | 3.55 | 5.21 | 3.54 | 4.16 | 0.00 | 2.39 | 1.89 | 1.25 | 2.82 | 1.55 | 11.09 | 4.32 | 4.51 | 3.13 | 2.95 | 4.32 | 5.41 | 2.36 | 2.18 | 3.75 | 2.48 | 2.19 | 2.55 |
Data as of 07/18/2025, AR inception is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSSX (JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS) |
-4.62%
Dec 2019 - Dec 2022 |
-0.49%
Dec 2017 - Dec 2022 |
3.90%
Oct 2013 - Oct 2023 |
4.29%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSSX (JPMORGAN SMARTRETIREMENT 2050 FUND SELECT CLASS) |
25.06%
Feb 2009 - Feb 2012 |
20.93%
Feb 2009 - Feb 2014 |
13.34%
Feb 2009 - Feb 2019 |
10.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart