Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTTYX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R6) | NA | 6.34% | 5.07% | 5.52% | 4.54% | NA | NA | … | … |
Data as of 05/02/2025, Common starting date is 11/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTTYX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R6) | 11/04/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.34 | 5.07 | 5.52 | 4.54 | NA | NA | … | … | -0.15 | 4.28 | 16.16 | -13.90 | 6.18 | 10.50 | 15.94 | -5.30 | 14.14 | 5.88 | -0.65 | 1.08 |
| Sharpe Ratio | NA | 0.39 | 0.22 | 0.45 | 0.41 | NA | NA | … | … | -0.34 | 0.09 | 1.73 | -1.53 | 1.23 | 0.82 | 3.47 | -0.96 | 3.61 | 0.73 | -0.08 | 1.12 |
| Standard Deviation(%) | NA | 7.73 | 8.57 | 7.80 | 7.83 | NA | NA | … | … | 10.45 | 7.31 | 7.27 | 10.04 | 5.00 | 12.44 | 4.17 | 7.01 | 3.75 | 7.73 | 8.03 | 6.41 |
| Draw Down(%) | NA | 6.53 | 10.01 | 18.38 | 18.38 | NA | NA | … | … | 6.52 | 4.81 | 6.42 | 18.06 | 2.52 | 17.99 | 1.74 | 10.38 | 1.32 | 6.91 | 7.90 | 3.10 |
| Yield(%) | 0.00 | 5.97 | 4.77 | 6.68 | 6.05 | 4.29 | 3.22 | … | … | 0.79 | 5.27 | 3.80 | 4.38 | 13.12 | 5.28 | 15.72 | 5.78 | 4.72 | 3.10 | 3.32 | 2.83 |
Data as of 05/02/2025, Common starting date is 11/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTYX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R6) |
-0.04%
Sep 2019 – Sep 2022 |
1.88%
Sep 2017 – Sep 2022 |
4.59%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTYX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R6) |
10.80%
Dec 2018 – Dec 2021 |
8.78%
Feb 2016 – Feb 2021 |
5.02%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart