Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTTIX (JPMORGAN SMARTRETIREMENT 2020 FUND INSTITUTIONAL CLASS) | NA | 6.26% | 4.73% | 5.27% | 4.37% | 5.90% | NA | … | … |
Data as of 05/02/2025, Common starting date is 05/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTTIX (JPMORGAN SMARTRETIREMENT 2020 FUND INSTITUTIONAL CLASS) | 05/31/2006 | 05/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.26 | 4.73 | 5.27 | 4.37 | 5.90 | NA | … | … | -0.12 | 4.23 | 15.96 | -14.62 | 6.12 | 10.33 | 15.83 | -5.35 | 13.97 | 5.85 | -0.75 | 6.91 | 13.77 | 14.58 | -0.75 | 15.02 | 29.38 | -28.78 | 5.58 | 11.87 |
| Sharpe Ratio | NA | 0.37 | 0.18 | 0.42 | 0.38 | NA | NA | … | … | -0.33 | 0.08 | 1.73 | -1.60 | 1.21 | 0.81 | 3.42 | -0.96 | 3.43 | 0.74 | -0.10 | 1.08 | 1.97 | 1.79 | -0.05 | 1.19 | 1.53 | -1.12 | 0.20 | 2.08 |
| Standard Deviation(%) | NA | 7.72 | 8.54 | 7.78 | 7.82 | NA | NA | … | … | 10.39 | 7.27 | 7.18 | 10.08 | 5.02 | 12.41 | 4.20 | 7.02 | 3.90 | 7.60 | 8.07 | 6.36 | 6.97 | 8.20 | 15.21 | 12.55 | 19.15 | 26.57 | 12.05 | 8.41 |
| Draw Down(%) | NA | 6.58 | 10.02 | 18.46 | 18.46 | NA | NA | … | … | 6.58 | 4.75 | 6.49 | 18.12 | 2.57 | 17.94 | 1.79 | 10.51 | 1.32 | 6.92 | 7.92 | 4.80 | 6.57 | 6.91 | 14.57 | 9.21 | 18.52 | 39.14 | 8.14 | 4.76 |
| Yield(%) | 0.00 | 5.82 | 4.43 | 6.44 | 5.90 | 6.39 | 5.49 | … | … | 0.76 | 5.15 | 3.68 | 3.69 | 13.01 | 5.18 | 15.61 | 5.68 | 4.61 | 3.01 | 3.27 | 4.31 | 3.66 | 2.78 | 2.69 | 2.62 | 3.36 | 5.10 | 5.38 | 2.39 |
Data as of 05/02/2025, 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 |
|---|---|---|---|---|
| JTTIX (JPMORGAN SMARTRETIREMENT 2020 FUND INSTITUTIONAL CLASS) |
-3.49%
Jun 2007 – Jun 2010 |
1.38%
May 2007 – May 2012 |
3.85%
Oct 2013 – Oct 2023 |
4.06%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTTIX (JPMORGAN SMARTRETIREMENT 2020 FUND INSTITUTIONAL CLASS) |
21.86%
Feb 2009 – Feb 2012 |
17.26%
Feb 2009 – Feb 2014 |
10.85%
Feb 2009 – Feb 2019 |
8.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart