Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTTCX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS C) | NA | 5.27% | 3.33% | 1.33% | 1.95% | 3.95% | NA | … | … |
Data as of 05/02/2025, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTTCX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS C) | 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 | 5.27 | 3.33 | 1.33 | 1.95 | 3.95 | NA | … | … | -0.51 | 4.51 | 13.65 | -16.51 | -5.48 | 6.59 | 14.83 | -6.17 | 13.05 | 4.90 | -1.65 | 5.96 | 12.71 | 13.63 | -1.68 | 13.92 | 28.27 | -29.39 | 4.60 | 11.39 |
| Sharpe Ratio | NA | 0.25 | 0.01 | -0.07 | 0.07 | NA | NA | … | … | -0.44 | 0.13 | 1.50 | -1.73 | -0.49 | 0.50 | 3.20 | -1.08 | 3.21 | 0.61 | -0.21 | 0.94 | 1.80 | 1.67 | -0.11 | 1.11 | 1.47 | -1.14 | 0.12 | 1.99 |
| Standard Deviation(%) | NA | 7.72 | 8.39 | 8.98 | 8.44 | NA | NA | … | … | 10.39 | 6.69 | 6.73 | 10.41 | 11.34 | 12.58 | 4.17 | 7.03 | 3.87 | 7.62 | 8.06 | 6.35 | 7.02 | 8.18 | 15.22 | 12.51 | 19.11 | 26.46 | 12.06 | 8.35 |
| Draw Down(%) | NA | 6.90 | 10.43 | 27.37 | 27.37 | NA | NA | … | … | 6.70 | 3.75 | 6.72 | 18.74 | 12.05 | 18.04 | 1.81 | 11.19 | 1.28 | 6.98 | 8.29 | 4.93 | 6.68 | 7.13 | 14.90 | 9.37 | 18.57 | 39.61 | 8.15 | 4.76 |
| Yield(%) | 0.00 | 4.45 | 2.86 | 2.27 | 3.69 | 4.11 | 3.67 | … | … | 0.45 | 4.07 | 2.46 | 1.65 | 1.72 | 1.57 | 14.83 | 4.87 | 3.71 | 2.11 | 2.45 | 3.48 | 2.79 | 1.87 | 1.85 | 1.80 | 2.51 | 4.42 | 4.53 | 1.92 |
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 |
|---|---|---|---|---|
| JTTCX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS C) |
-5.69%
Nov 2020 – Nov 2023 |
-1.95%
Dec 2017 – Dec 2022 |
1.45%
Oct 2013 – Oct 2023 |
2.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTCX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS C) |
20.74%
Feb 2009 – Feb 2012 |
16.20%
Feb 2009 – Feb 2014 |
9.87%
Feb 2009 – Feb 2019 |
6.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart