Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/25/2014.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSWAX (JPMorgan SmartRetirement 2010 A) | NA | 11.39% | 6.66% | 9.69% | NA | NA | NA | 5.38% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSWAX (JPMorgan SmartRetirement 2010 A) | 05/31/2006 | 06/25/2014 |
The return data shown below all have the same latest date: 06/25/2014.
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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 11.39 | 6.66 | 9.69 | NA | NA | NA | 5.38 | 3.63 | 7.64 | 10.15 | 0.83 | 11.58 | 23.12 | -21.48 | 4.82 | 8.58 |
| Sharpe Ratio | NA | 2.68 | 1.07 | 1.47 | NA | NA | NA | 0.50 | 1.85 | 1.63 | 2.07 | 0.09 | 1.56 | 1.90 | -1.33 | 0.24 | 2.36 |
| Standard Deviation(%) | NA | 4.24 | 6.24 | 6.54 | NA | NA | NA | 9.24 | 4.15 | 4.67 | 4.91 | 8.58 | 7.35 | 12.13 | 16.81 | 7.72 | 4.94 |
| Draw Down(%) | NA | 2.27 | 8.57 | 8.57 | NA | NA | NA | 31.84 | 2.27 | 5.29 | 4.22 | 8.57 | 5.24 | 12.16 | 29.52 | 5.64 | 2.67 |
| Yield(%) | 0.00 | 2.66 | 2.68 | 3.35 | 2.71 | 1.80 | 1.35 | 3.38 | 0.37 | 2.83 | 2.58 | 2.87 | 2.77 | 3.84 | 4.87 | 4.79 | 2.22 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSWAX (JPMorgan SmartRetirement 2010 A) |
-1.41%
Jun 2006 - Jun 2009 |
2.14%
May 2007 - May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSWAX (JPMorgan SmartRetirement 2010 A) |
16.59%
Feb 2009 - Feb 2012 |
12.54%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart