Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSWCX (JPMorgan SmartRetirement 2010 C) | NA | 10.85% | 6.05% | 9.01% | NA | NA | NA | … | … |
Data as of 06/25/2014, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSWCX (JPMorgan SmartRetirement 2010 C) | 05/31/2006 | 06/25/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 10.85 | 6.05 | 9.01 | NA | NA | NA | … | … | 3.50 | 6.95 | 9.46 | 0.17 | 10.84 | 22.50 | -21.91 | 4.33 | 8.35 |
| Sharpe Ratio | NA | 2.59 | 0.98 | 1.37 | NA | NA | NA | … | … | 1.80 | 1.49 | 1.93 | 0.02 | 1.46 | 1.84 | -1.36 | 0.17 | 2.26 |
| Standard Deviation(%) | NA | 4.19 | 6.23 | 6.54 | NA | NA | NA | … | … | 4.11 | 4.66 | 4.93 | 8.55 | 7.35 | 12.15 | 16.78 | 7.71 | 4.97 |
| Draw Down(%) | NA | 2.23 | 8.68 | 8.73 | NA | NA | NA | … | … | 2.23 | 5.32 | 4.24 | 8.73 | 5.32 | 12.26 | 29.88 | 5.64 | 2.67 |
| Yield(%) | 0.00 | 2.04 | 2.07 | 2.66 | 2.29 | 1.52 | 1.14 | … | … | 0.23 | 2.20 | 1.94 | 2.29 | 2.19 | 3.41 | 4.51 | 4.18 | 1.99 |
Data as of 06/25/2014, Common starting date is 05/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSWCX (JPMorgan SmartRetirement 2010 C) |
-1.88%
Jun 2006 – Jun 2009 |
1.54%
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 |
|---|---|---|---|---|
| JSWCX (JPMorgan SmartRetirement 2010 C) |
15.88%
Feb 2009 – Feb 2012 |
11.85%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart