Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTTZX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R2) | NA | 5.58% | 3.60% | 1.58% | 2.19% | 4.25% | NA | … | … |
Data as of 05/02/2025, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTTZX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.58 | 3.60 | 1.58 | 2.19 | 4.25 | NA | … | … | -0.34 | 4.30 | 14.44 | -16.29 | -5.24 | 6.81 | 15.10 | -5.98 | 13.27 | 4.96 | -1.22 | 5.00 | 14.63 | 14.01 | -1.27 | 14.44 | 28.67 | 0.94 |
| Sharpe Ratio | NA | 0.29 | 0.04 | -0.04 | 0.10 | NA | NA | … | … | -0.40 | 0.10 | 1.57 | -1.72 | -0.46 | 0.52 | 3.25 | -1.05 | 3.28 | 0.62 | -0.15 | 0.76 | 2.05 | 1.72 | -0.09 | 1.14 | 1.49 | 0.20 |
| Standard Deviation(%) | NA | 7.68 | 8.47 | 9.04 | 8.47 | NA | NA | … | … | 10.31 | 6.88 | 6.92 | 10.36 | 11.40 | 12.61 | 4.19 | 7.01 | 3.86 | 7.68 | 8.06 | 6.60 | 7.12 | 8.16 | 15.26 | 12.56 | 19.11 | 38.84 |
| Draw Down(%) | NA | 6.79 | 10.28 | 27.17 | 27.17 | NA | NA | … | … | 6.65 | 4.12 | 6.64 | 18.54 | 12.03 | 18.05 | 1.81 | 11.04 | 1.28 | 6.96 | 8.09 | 4.83 | 6.61 | 7.06 | 14.70 | 9.24 | 18.48 | 8.97 |
| Yield(%) | 0.00 | 4.95 | 3.28 | 2.61 | 3.93 | 4.48 | 4.68 | … | … | 0.55 | 4.46 | 2.94 | 1.97 | 1.97 | 1.83 | 15.03 | 5.06 | 3.99 | 2.16 | 2.83 | 3.87 | 3.19 | 2.32 | 2.25 | 2.21 | 2.77 | 0.00 |
Data as of 05/02/2025, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTZX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R2) |
-5.46%
Nov 2020 – Nov 2023 |
-1.72%
Dec 2017 – Dec 2022 |
1.71%
Oct 2013 – Oct 2023 |
4.30%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTZX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS R2) |
21.23%
Feb 2009 – Feb 2012 |
16.67%
Feb 2009 – Feb 2014 |
10.23%
Feb 2009 – Feb 2019 |
6.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart