Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSBYX (JPMORGAN SMARTRETIREMENT* BLEND 2015 FUND CLASS R6) | NA | 10.53% | 3.39% | 2.02% | 1.33% | NA | NA | … | … |
Data as of 04/04/2023, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSBYX (JPMORGAN SMARTRETIREMENT* BLEND 2015 FUND CLASS R6) | 07/02/2012 | 04/04/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.02 | 10.53 | 3.39 | 2.02 | 1.33 | NA | NA | … | … | 6.37 | -14.13 | 3.14 | -2.87 | 1.61 | 8.11 | 3.53 |
| Sharpe Ratio | NA | -0.29 | -0.12 | -0.09 | -0.04 | NA | NA | … | … | 1.62 | -0.08 | 0.54 | -0.47 | 0.31 | 1.34 | 1.31 |
| Standard Deviation(%) | NA | 33.07 | 33.07 | 33.07 | 10.70 | NA | NA | … | … | 13.55 | 50.19 | 5.43 | 6.18 | 5.15 | 6.03 | 5.53 |
| Draw Down(%) | NA | 18.43 | 18.43 | 18.43 | 18.79 | NA | NA | … | … | 7.22 | 18.43 | 4.04 | 6.45 | 4.07 | 5.94 | 3.45 |
| Yield(%) | 0.00 | 0.62 | 0.21 | 0.12 | 1.15 | 0.84 | 0.63 | … | … | 0.00 | 0.62 | 2.56 | 2.27 | 3.03 | 2.30 | 0.00 |
Data as of 04/04/2023, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSBYX (JPMORGAN SMARTRETIREMENT* BLEND 2015 FUND CLASS R6) |
-2.10%
Dec 2019 – Dec 2022 |
1.67%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSBYX (JPMORGAN SMARTRETIREMENT* BLEND 2015 FUND CLASS R6) |
5.90%
Aug 2013 – Aug 2016 |
5.43%
Aug 2012 – Aug 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart