Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/06/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSFAX (JPMORGAN SMARTRETIREMENT 2015 FUND CLASS A) | NA | -25.74% | -8.53% | -2.09% | 0.47% | NA | NA | 1.93% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSFAX (JPMORGAN SMARTRETIREMENT 2015 FUND CLASS A) | 05/31/2006 | 12/06/2017 |
The return data shown below all have the same latest date: 12/06/2017.
AR inception is since 05/31/2006.
AR inception is since 05/31/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -29.94 | -25.74 | -8.53 | -2.09 | 0.47 | NA | NA | 1.93 | -26.03 | 4.82 | -1.14 | 5.55 | 10.17 | 12.47 | -0.11 | 13.56 | 26.46 | -25.87 | 5.08 | 10.18 |
| Sharpe Ratio | NA | -0.45 | -0.18 | -0.03 | 0.35 | NA | NA | 0.07 | -0.76 | 0.83 | -0.19 | 1.12 | 1.78 | 1.89 | -0.01 | 1.29 | 1.62 | -1.20 | 0.21 | 2.13 |
| Standard Deviation(%) | NA | 58.01 | 50.25 | 90.06 | 11.05 | NA | NA | 16.86 | 36.94 | 5.50 | 6.04 | 4.92 | 5.71 | 6.64 | 12.66 | 10.41 | 16.28 | 22.31 | 9.93 | 6.81 |
| Draw Down(%) | NA | 30.05 | 30.05 | 30.05 | 37.73 | NA | NA | 38.67 | 30.05 | 4.96 | 6.43 | 3.86 | 5.90 | 5.64 | 12.20 | 7.56 | 15.98 | 35.33 | 6.86 | 3.81 |
| Yield(%) | 0.00 | 1.52 | 2.43 | 2.69 | 2.90 | 2.46 | 1.84 | 3.35 | 0.68 | 2.22 | 2.89 | 3.09 | 3.03 | 2.58 | 2.67 | 2.72 | 3.57 | 4.67 | 5.01 | 2.23 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSFAX (JPMORGAN SMARTRETIREMENT 2015 FUND CLASS A) |
-2.77%
Jun 2006 - Jun 2009 |
1.62%
May 2007 - May 2012 |
3.93%
Oct 2007 - Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSFAX (JPMORGAN SMARTRETIREMENT 2015 FUND CLASS A) |
19.58%
Feb 2009 - Feb 2012 |
15.00%
Feb 2009 - Feb 2014 |
5.15%
Jul 2006 - Jul 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart