Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTQFX (JPMORGAN SMARTSPENDING 2050 FUND CLASS R3) | NA | 4.20% | -0.47% | 1.11% | NA | NA | NA | … | … |
Data as of 10/27/2023, Common starting date is 04/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTQFX (JPMORGAN SMARTSPENDING 2050 FUND CLASS R3) | 04/03/2018 | 10/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.20 | -0.47 | 1.11 | NA | NA | NA | … | … | 1.64 | -17.76 | 2.38 | 2.44 | 5.97 | -4.86 |
| Sharpe Ratio | NA | 0.03 | -0.28 | -0.16 | NA | NA | NA | … | … | -0.37 | -1.82 | 0.38 | 0.20 | 0.95 | -0.51 |
| Standard Deviation(%) | NA | 7.01 | 7.56 | 8.25 | NA | NA | NA | … | … | 6.06 | 10.53 | 6.21 | 11.26 | 4.67 | 15.82 |
| Draw Down(%) | NA | 5.81 | 19.72 | 19.72 | NA | NA | NA | … | … | 5.81 | 19.72 | 5.58 | 17.14 | 3.11 | 5.99 |
| Yield(%) | 0.00 | 2.60 | 3.35 | 3.23 | 1.54 | 1.02 | 0.77 | … | … | 0.00 | 2.18 | 5.73 | 1.75 | 6.07 | 0.00 |
Data as of 10/27/2023, Common starting date is 04/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTQFX (JPMORGAN SMARTSPENDING 2050 FUND CLASS R3) |
-2.60%
Sep 2019 – Sep 2022 |
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 |
|---|---|---|---|---|
| JTQFX (JPMORGAN SMARTSPENDING 2050 FUND CLASS R3) |
7.21%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart