Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JTTSX (JPMORGAN SMARTRETIREMENT 2020 FUND SELECT CLASS) | -0.23% | 5.22% | 3.83% | 1.96% | 2.65% | 4.69% | NA | 4.72% |
Data as of 05/02/2025, AR inception is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTTSX (JPMORGAN SMARTRETIREMENT 2020 FUND SELECT CLASS) | 05/31/2006 | 05/02/2025 |
| 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.22 | 3.83 | 1.96 | 2.65 | 4.69 | NA | 4.72 | -0.23 | 3.45 | 15.57 | -15.87 | -4.65 | 7.45 | 15.66 | -5.46 | 13.86 | 5.72 | -0.88 | 6.77 | 13.56 | 14.41 | -0.91 | 14.81 | 29.21 | -28.89 | 5.38 | 11.89 |
| Sharpe Ratio | NA | -0.25 | -0.09 | -0.09 | 0.11 | NA | NA | 0.28 | -0.57 | -0.44 | 1.59 | -1.66 | -0.41 | 0.57 | 3.39 | -0.97 | 3.40 | 0.72 | -0.11 | 1.07 | 1.92 | 1.77 | -0.06 | 1.18 | 1.52 | -1.12 | 0.20 | 2.11 |
| Standard Deviation(%) | NA | 7.68 | 8.63 | 9.11 | 8.50 | NA | NA | 11.61 | 10.19 | 7.21 | 7.16 | 10.44 | 11.30 | 12.54 | 4.21 | 7.01 | 3.91 | 7.65 | 8.07 | 6.34 | 7.06 | 8.20 | 15.27 | 12.51 | 19.16 | 26.48 | 12.09 | 8.38 |
| Draw Down(%) | NA | 7.41 | 10.10 | 26.74 | 26.74 | NA | NA | 43.02 | 6.52 | 4.57 | 6.50 | 18.26 | 11.88 | 17.97 | 1.80 | 10.60 | 1.27 | 6.92 | 7.96 | 4.84 | 6.58 | 6.97 | 14.52 | 9.18 | 18.45 | 39.21 | 8.14 | 4.76 |
| Yield(%) | 0.00 | 4.64 | 3.50 | 2.94 | 4.33 | 4.95 | 4.42 | 4.91 | 0.71 | 3.99 | 3.50 | 2.39 | 2.47 | 2.34 | 15.52 | 5.57 | 4.50 | 2.88 | 3.15 | 4.17 | 3.52 | 2.61 | 2.54 | 2.50 | 3.20 | 4.97 | 5.25 | 2.35 |
Data as of 05/02/2025, AR inception is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTSX (JPMORGAN SMARTRETIREMENT 2020 FUND SELECT CLASS) |
-4.93%
Nov 2020 - Nov 2023 |
-1.18%
Dec 2017 - Dec 2022 |
2.23%
Oct 2013 - Oct 2023 |
3.01%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTSX (JPMORGAN SMARTRETIREMENT 2020 FUND SELECT CLASS) |
21.64%
Feb 2009 - Feb 2012 |
17.07%
Feb 2009 - Feb 2014 |
10.69%
Feb 2009 - Feb 2019 |
7.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart