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 |
|---|---|---|---|---|---|---|---|---|
| JTTAX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS A) | -0.96% | 1.38% | 1.61% | 0.84% | 1.96% | 4.22% | NA | 4.32% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTTAX (JPMORGAN SMARTRETIREMENT 2020 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 (%) | 1.38 | 1.38 | 1.61 | 0.84 | 1.96 | 4.22 | NA | 4.32 | -0.96 | -0.32 | 15.23 | -15.97 | -4.88 | 7.27 | 15.49 | -5.57 | 13.72 | 5.59 | -0.97 | 6.70 | 13.43 | 14.29 | -0.99 | 15.05 | 28.96 | -29.09 | 5.14 | 11.66 |
| Sharpe Ratio | NA | -0.58 | -0.31 | -0.18 | 0.03 | NA | NA | 0.25 | -0.57 | -0.86 | 1.57 | -1.67 | -0.42 | 0.56 | 3.32 | -0.99 | 3.37 | 0.70 | -0.12 | 1.05 | 1.92 | 1.76 | -0.07 | 1.19 | 1.50 | -1.13 | 0.18 | 2.05 |
| Standard Deviation(%) | NA | 8.65 | 8.91 | 9.37 | 8.64 | NA | NA | 11.67 | 10.54 | 8.07 | 7.03 | 10.43 | 11.78 | 12.52 | 4.24 | 7.01 | 3.91 | 7.63 | 8.06 | 6.39 | 6.99 | 8.16 | 15.19 | 12.53 | 19.22 | 26.55 | 12.02 | 8.45 |
| Draw Down(%) | NA | 10.79 | 10.79 | 26.90 | 26.90 | NA | NA | 43.21 | 6.56 | 7.04 | 6.54 | 18.35 | 11.93 | 17.98 | 1.80 | 10.68 | 1.28 | 6.94 | 8.01 | 4.82 | 6.60 | 6.99 | 14.65 | 8.97 | 18.56 | 39.37 | 8.15 | 4.83 |
| Yield(%) | 0.00 | 0.00 | 1.83 | 1.95 | 3.82 | 4.48 | 4.05 | 4.50 | 0.00 | 0.00 | 3.32 | 2.27 | 2.33 | 2.21 | 15.41 | 5.45 | 4.39 | 2.80 | 3.07 | 4.09 | 3.43 | 2.54 | 2.46 | 2.69 | 3.04 | 4.78 | 5.08 | 2.19 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTAX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS A) |
-5.11%
Nov 2020 - Nov 2023 |
-1.33%
Dec 2017 - Dec 2022 |
2.09%
Oct 2013 - Oct 2023 |
2.89%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTAX (JPMORGAN SMARTRETIREMENT 2020 FUND CLASS A) |
21.61%
Feb 2009 - Feb 2012 |
17.01%
Feb 2009 - Feb 2014 |
10.60%
Feb 2009 - Feb 2019 |
7.37%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart