Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTQHX (JPMORGAN SMARTSPENDING 2050 FUND CLASS R5) | NA | 4.70% | -0.08% | 1.42% | 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 |
|---|---|---|
| JTQHX (JPMORGAN SMARTSPENDING 2050 FUND CLASS R5) | 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 | 4.70 | -0.08 | 1.42 | NA | NA | NA | … | … | 2.01 | -18.05 | 2.76 | 2.50 | 6.01 | -4.42 |
| Sharpe Ratio | NA | 0.10 | -0.22 | -0.11 | NA | NA | NA | … | … | -0.29 | -1.82 | 0.45 | 0.20 | 0.93 | -0.51 |
| Standard Deviation(%) | NA | 7.03 | 7.63 | 8.24 | NA | NA | NA | … | … | 6.09 | 10.74 | 6.12 | 11.30 | 4.82 | 14.52 |
| Draw Down(%) | NA | 5.79 | 19.70 | 19.70 | NA | NA | NA | … | … | 5.79 | 19.70 | 5.56 | 17.18 | 3.04 | 5.56 |
| Yield(%) | 0.00 | 3.02 | 3.74 | 3.54 | 1.69 | 1.13 | 0.85 | … | … | 0.00 | 2.54 | 6.13 | 2.14 | 6.48 | 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 |
|---|---|---|---|---|
| JTQHX (JPMORGAN SMARTSPENDING 2050 FUND CLASS R5) |
-2.22%
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 |
|---|---|---|---|---|
| JTQHX (JPMORGAN SMARTSPENDING 2050 FUND CLASS R5) |
7.61%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart