Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMPX (Jpmorgan Trust IV – Smartretirement 2065 Fund) | NA | 4.60% | 2.87% | NA | NA | NA | NA | … | … |
Data as of 05/03/2013, Common starting date is 09/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMPX (Jpmorgan Trust IV – Smartretirement 2065 Fund) | 09/04/2008 | 05/03/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.60 | 2.87 | NA | NA | NA | NA | … | … | 1.82 | 10.14 | -8.07 | 11.40 | 28.82 | -22.81 |
| Sharpe Ratio | NA | 0.51 | 0.22 | NA | NA | NA | NA | … | … | 0.77 | 1.09 | -0.49 | 0.91 | 1.86 | -1.43 |
| Standard Deviation(%) | NA | 8.84 | 12.87 | NA | NA | NA | NA | … | … | 7.04 | 9.34 | 16.51 | 12.38 | 15.41 | 38.50 |
| Draw Down(%) | NA | 7.37 | 18.53 | NA | NA | NA | NA | … | … | 2.96 | 10.06 | 18.53 | 10.03 | 14.53 | 33.64 |
| Yield(%) | 0.00 | 2.70 | 4.19 | 3.04 | 1.52 | 1.01 | 0.76 | … | … | 0.00 | 2.86 | 6.08 | 4.28 | 1.49 | 0.87 |
Data as of 05/03/2013, Common starting date is 09/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMPX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
3.04%
Apr 2010 – Apr 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMPX (Jpmorgan Trust IV – Smartretirement 2065 Fund) |
16.33%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart