Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSWZX (JPMorgan SmartRetirement 2010 R2) | NA | 11.18% | 6.44% | 9.49% | NA | NA | NA | … | … |
Data as of 06/25/2014, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSWZX (JPMorgan SmartRetirement 2010 R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 11.18 | 6.44 | 9.49 | NA | NA | NA | … | … | 3.58 | 7.36 | 9.86 | 0.60 | 11.59 | 22.84 | 1.30 |
| Sharpe Ratio | NA | 2.65 | 1.03 | 1.44 | NA | NA | NA | … | … | 1.84 | 1.55 | 2.04 | 0.07 | 1.57 | 1.87 | 0.44 |
| Standard Deviation(%) | NA | 4.21 | 6.26 | 6.54 | NA | NA | NA | … | … | 4.13 | 4.72 | 4.86 | 8.61 | 7.33 | 12.16 | 24.94 |
| Draw Down(%) | NA | 2.22 | 8.62 | 8.62 | NA | NA | NA | … | … | 2.22 | 5.24 | 4.16 | 8.62 | 5.04 | 12.25 | 5.64 |
| Yield(%) | 0.00 | 2.44 | 2.46 | 3.15 | 1.77 | 1.18 | 0.88 | … | … | 0.32 | 2.62 | 2.36 | 2.65 | 2.84 | 3.58 | 0.00 |
Data as of 06/25/2014, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSWZX (JPMorgan SmartRetirement 2010 R2) |
5.02%
Apr 2011 – Apr 2014 |
9.39%
May 2009 – May 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSWZX (JPMorgan SmartRetirement 2010 R2) |
16.39%
Feb 2009 – Feb 2012 |
12.32%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart