Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTTQX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R4) | NA | 6.08% | 4.79% | 5.26% | 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 |
|---|---|---|
| JTTQX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R4) | 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 | 6.08 | 4.79 | 5.26 | NA | NA | NA | … | … | -0.23 | 4.28 | 15.56 | -14.12 | 5.92 | 10.20 | 15.67 | -5.51 | 13.78 | -1.36 |
| Sharpe Ratio | NA | 0.35 | 0.18 | 0.42 | NA | NA | NA | … | … | -0.36 | 0.09 | 1.68 | -1.55 | 1.17 | 0.80 | 3.38 | -0.99 | 3.49 | -0.83 |
| Standard Deviation(%) | NA | 7.74 | 8.49 | 7.75 | NA | NA | NA | … | … | 10.37 | 7.19 | 7.16 | 10.04 | 5.02 | 12.37 | 4.19 | 6.99 | 3.77 | 5.84 |
| Draw Down(%) | NA | 6.60 | 10.06 | 18.55 | NA | NA | NA | … | … | 6.55 | 4.59 | 6.53 | 18.19 | 2.52 | 18.01 | 1.80 | 10.60 | 1.27 | 3.22 |
| Yield(%) | 0.00 | 5.64 | 4.54 | 6.45 | 5.45 | 3.63 | 2.72 | … | … | 0.72 | 5.00 | 3.51 | 4.30 | 12.86 | 5.05 | 15.51 | 5.59 | 4.52 | 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 |
|---|---|---|---|---|
| JTTQX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R4) |
-0.28%
Sep 2019 – Sep 2022 |
1.63%
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 |
|---|---|---|---|---|
| JTTQX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R4) |
10.53%
Dec 2018 – Dec 2021 |
7.74%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart