Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTTPX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R3) | NA | 5.81% | 4.37% | 4.89% | NA | NA | NA | … | … |
Data as of 05/02/2025, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTTPX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R3) | 09/15/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.81 | 4.37 | 4.89 | NA | NA | NA | … | … | -0.32 | 4.31 | 15.02 | -14.76 | 5.66 | 9.92 | 15.33 | -5.74 | 13.50 | -1.37 |
| Sharpe Ratio | NA | 0.32 | 0.14 | 0.38 | NA | NA | NA | … | … | -0.39 | 0.10 | 1.64 | -1.61 | 1.11 | 0.78 | 3.30 | -1.02 | 3.42 | -0.84 |
| Standard Deviation(%) | NA | 7.70 | 8.42 | 7.71 | NA | NA | NA | … | … | 10.35 | 7.04 | 7.00 | 10.09 | 5.06 | 12.41 | 4.20 | 7.01 | 3.78 | 5.75 |
| Draw Down(%) | NA | 6.72 | 10.22 | 18.78 | NA | NA | NA | … | … | 6.62 | 4.36 | 6.55 | 18.40 | 2.54 | 17.96 | 1.76 | 10.79 | 1.28 | 3.29 |
| Yield(%) | 0.00 | 5.11 | 3.87 | 6.00 | 5.18 | 3.45 | 2.59 | … | … | 0.63 | 4.55 | 3.25 | 3.11 | 12.74 | 4.82 | 15.36 | 5.36 | 4.39 | 0.00 |
Data as of 05/02/2025, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTPX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R3) |
-0.56%
Sep 2019 – Sep 2022 |
1.36%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTPX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R3) |
10.23%
Dec 2018 – Dec 2021 |
7.46%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart