Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTTAX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS A) | NA | 5.91% | 3.95% | 1.96% | 2.59% | 4.61% | NA | … | … |
Data as of 05/02/2025, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTTAX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS A) | 05/31/2006 | 05/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.91 | 3.95 | 1.96 | 2.59 | 4.61 | NA | … | … | -0.29 | 4.31 | 15.23 | -15.97 | -4.88 | 7.27 | 15.49 | -5.57 | 13.72 | 5.59 | -0.97 | 6.70 | 13.43 | 14.29 | -0.99 | 15.05 | 28.96 | -29.09 | 5.14 | 11.66 |
| Sharpe Ratio | NA | 0.33 | 0.09 | 0.00 | 0.14 | NA | NA | … | … | -0.38 | 0.10 | 1.66 | -1.67 | -0.42 | 0.56 | 3.31 | -1.00 | 3.36 | 0.70 | -0.12 | 1.05 | 1.92 | 1.76 | -0.07 | 1.19 | 1.50 | -1.13 | 0.17 | 2.03 |
| Standard Deviation(%) | NA | 7.69 | 8.59 | 9.20 | 8.55 | NA | NA | … | … | 10.35 | 7.08 | 7.03 | 10.43 | 11.78 | 12.52 | 4.24 | 7.01 | 3.91 | 7.63 | 8.06 | 6.39 | 6.99 | 8.16 | 15.19 | 12.53 | 19.22 | 26.55 | 12.02 | 8.45 |
| Draw Down(%) | NA | 6.65 | 10.16 | 26.90 | 26.90 | NA | NA | … | … | 6.56 | 4.48 | 6.54 | 18.35 | 11.93 | 17.98 | 1.80 | 10.68 | 1.28 | 6.94 | 8.01 | 4.82 | 6.60 | 6.99 | 14.65 | 8.97 | 18.56 | 39.37 | 8.15 | 4.83 |
| Yield(%) | 0.00 | 5.40 | 3.66 | 2.97 | 4.29 | 4.88 | 4.34 | … | … | 0.66 | 4.82 | 3.32 | 2.27 | 2.33 | 2.21 | 15.41 | 5.45 | 4.39 | 2.80 | 3.07 | 4.09 | 3.43 | 2.54 | 2.46 | 2.69 | 3.04 | 4.78 | 5.08 | 2.19 |
Data as of 05/02/2025, Common starting date is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTAX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS A) |
-5.11%
Nov 2020 – Nov 2023 |
-1.33%
Dec 2017 – Dec 2022 |
2.09%
Oct 2013 – Oct 2023 |
2.89%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTAX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS A) |
21.61%
Feb 2009 – Feb 2012 |
17.01%
Feb 2009 – Feb 2014 |
10.60%
Feb 2009 – Feb 2019 |
7.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart