Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSMAX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS A) | -0.11% | 2.41% | 1.69% | 3.07% | 3.15% | 5.42% | NA | 5.25% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMAX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS A) | 05/31/2006 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
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 | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.81 | 2.41 | 1.69 | 3.07 | 3.15 | 5.42 | NA | 5.25 | -0.11 | 1.50 | 18.12 | -21.35 | 0.80 | 9.54 | 20.46 | -7.84 | 18.66 | 5.88 | -1.54 | 7.43 | 19.68 | 16.88 | -4.20 | 16.25 | 32.45 | -33.92 | 5.98 | 13.25 |
| Sharpe Ratio | NA | -0.35 | -0.22 | 0.06 | 0.12 | NA | NA | 0.25 | -0.22 | -0.55 | 1.60 | -1.40 | 0.06 | 0.45 | 2.70 | -0.87 | 3.27 | 0.54 | -0.14 | 0.83 | 2.10 | 1.53 | -0.21 | 1.00 | 1.33 | -1.03 | 0.20 | 2.07 |
| Standard Deviation(%) | NA | 11.27 | 12.19 | 12.28 | 12.16 | NA | NA | 15.39 | 14.89 | 9.27 | 8.73 | 16.29 | 12.23 | 20.74 | 7.05 | 10.55 | 5.53 | 10.57 | 11.09 | 8.90 | 9.36 | 11.06 | 20.40 | 16.21 | 24.25 | 33.63 | 14.88 | 9.78 |
| Draw Down(%) | NA | 14.07 | 14.07 | 29.48 | 29.48 | NA | NA | 50.23 | 9.57 | 8.19 | 8.29 | 22.51 | 11.67 | 25.46 | 3.62 | 15.23 | 1.58 | 9.94 | 10.38 | 6.80 | 7.59 | 9.72 | 19.99 | 12.29 | 22.88 | 45.47 | 9.57 | 5.57 |
| Yield(%) | 0.00 | 0.00 | 1.37 | 1.81 | 3.95 | 4.83 | 4.25 | 4.72 | 0.00 | 0.00 | 2.67 | 1.62 | 2.49 | 1.81 | 17.37 | 5.19 | 4.66 | 2.87 | 2.97 | 4.32 | 4.40 | 2.29 | 1.97 | 1.96 | 2.67 | 4.64 | 4.82 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMAX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS A) |
-6.10%
Jun 2007 - Jun 2010 |
-0.73%
Dec 2017 - Dec 2022 |
3.13%
Oct 2013 - Oct 2023 |
3.58%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMAX (JPMORGAN SMARTRETIREMENT 2030 FUND CLASS A) |
24.07%
Feb 2009 - Feb 2012 |
19.69%
Feb 2009 - Feb 2014 |
12.41%
Feb 2009 - Feb 2019 |
9.06%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart