Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSBSX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) | NA | -4.46% | -8.40% | -4.25% | NA | NA | NA | … | … |
Data as of 10/14/2009, Common starting date is 09/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSBSX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) | 09/21/2001 | 10/14/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.46 | -8.40 | -4.25 | NA | NA | NA | … | … | 3.24 | -27.69 | 1.77 | 4.89 | 1.24 | 1.01 | 0.22 | 0.81 | -0.60 |
| Sharpe Ratio | NA | -1.01 | -0.80 | -0.58 | NA | NA | NA | … | … | 1.08 | -1.62 | -0.58 | 1.58 | -0.54 | 0.04 | -0.22 | -0.12 | -1.38 |
| Standard Deviation(%) | NA | 4.53 | 12.43 | 10.72 | NA | NA | NA | … | … | 3.75 | 17.57 | 2.18 | 1.01 | 1.73 | 1.76 | 2.15 | 2.32 | 2.55 |
| Draw Down(%) | NA | 7.75 | 28.70 | 28.70 | NA | NA | NA | … | … | 2.09 | 28.47 | 1.50 | 0.21 | 0.88 | 1.78 | 2.09 | 1.78 | 2.09 |
| Yield(%) | 0.00 | 7.56 | 5.35 | 4.66 | 2.57 | 1.71 | 1.28 | … | … | 8.05 | 4.50 | 5.12 | 4.97 | 3.68 | 2.02 | 1.12 | 0.00 | 0.00 |
Data as of 10/14/2009, Common starting date is 09/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSBSX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) |
-8.37%
Sep 2006 – Sep 2009 |
-4.62%
Dec 2003 – Dec 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSBSX (Jpmorgan Trust IV – Smartretirement Blend 2065 Fund) |
3.05%
May 2004 – May 2007 |
2.04%
Mar 2002 – Mar 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart