Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JNSIX (JPMORGAN SMARTRETIREMENT 2025 FUND INSTITUTIONAL CLASS) | 0.78% | 2.57% | 2.09% | 2.44% | 2.98% | 5.34% | NA | 4.59% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNSIX (JPMORGAN SMARTRETIREMENT 2025 FUND INSTITUTIONAL CLASS) | 08/06/2007 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 08/06/2007.
AR inception is since 08/06/2007.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.39 | 2.57 | 2.09 | 2.44 | 2.98 | 5.34 | NA | 4.59 | 0.78 | 0.30 | 17.20 | -19.09 | -0.99 | 9.06 | 18.49 | -6.58 | 16.32 | 6.11 | -0.93 | 5.85 | 18.81 | 16.14 | -2.42 | 15.76 | 31.48 | -31.21 | 2.62 |
| Sharpe Ratio | NA | -0.34 | -0.23 | 0.00 | 0.12 | NA | NA | 0.24 | -0.10 | -0.74 | 1.66 | -1.53 | -0.09 | 0.52 | 3.01 | -0.90 | 3.48 | 0.65 | -0.10 | 0.73 | 2.23 | 1.67 | -0.14 | 1.07 | 1.43 | -1.07 | 0.25 |
| Standard Deviation(%) | NA | 9.37 | 10.37 | 10.50 | 10.25 | NA | NA | 13.72 | 11.66 | 8.51 | 7.85 | 13.40 | 10.98 | 16.99 | 5.67 | 8.83 | 4.53 | 9.06 | 9.57 | 8.00 | 8.40 | 9.74 | 18.12 | 14.68 | 21.95 | 29.92 | 16.32 |
| Draw Down(%) | NA | 11.62 | 11.83 | 27.80 | 27.80 | NA | NA | 46.42 | 7.34 | 7.39 | 7.24 | 20.52 | 11.26 | 22.08 | 2.77 | 12.88 | 1.31 | 8.27 | 9.07 | 5.83 | 7.13 | 8.42 | 17.51 | 10.96 | 20.73 | 42.19 | 7.24 |
| Yield(%) | 0.00 | 0.00 | 1.79 | 2.14 | 3.85 | 4.86 | 3.66 | 4.30 | 0.00 | 0.00 | 3.39 | 2.16 | 2.77 | 2.32 | 13.94 | 5.13 | 4.54 | 3.19 | 3.23 | 4.34 | 4.97 | 2.69 | 2.69 | 2.97 | 2.90 | 2.56 | 3.09 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSIX (JPMORGAN SMARTRETIREMENT 2025 FUND INSTITUTIONAL CLASS) |
-4.40%
Dec 2019 - Dec 2022 |
-0.67%
Dec 2017 - Dec 2022 |
2.93%
Oct 2013 - Oct 2023 |
3.67%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNSIX (JPMORGAN SMARTRETIREMENT 2025 FUND INSTITUTIONAL CLASS) |
23.29%
Feb 2009 - Feb 2012 |
18.80%
Feb 2009 - Feb 2014 |
11.87%
Feb 2009 - Feb 2019 |
8.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart