JACSX vs. JHEQX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2060 Fund (JACSX) and JPMorgan Hedged Equity Fund Class I (JHEQX).
JACSX is managed by JPMorgan. It was launched on Aug 30, 2016. JHEQX is managed by JPMorgan. It was launched on Dec 13, 2013.
Performance
JACSX vs. JHEQX - Performance Comparison
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JACSX vs. JHEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JACSX JPMorgan SmartRetirement Blend 2060 Fund | -1.29% | 20.13% | 12.10% | 21.87% | -17.61% | 17.49% | 12.82% | 24.42% | -8.17% | 19.43% |
JHEQX JPMorgan Hedged Equity Fund Class I | -4.94% | 7.49% | 18.23% | 16.07% | -8.05% | 13.43% | 14.10% | 13.31% | -0.72% | 12.18% |
Returns By Period
In the year-to-date period, JACSX achieves a -1.29% return, which is significantly higher than JHEQX's -4.94% return.
JACSX
- 1D
- 2.77%
- 1M
- -5.44%
- YTD
- -1.29%
- 6M
- 1.23%
- 1Y
- 18.94%
- 3Y*
- 15.03%
- 5Y*
- 8.02%
- 10Y*
- —
JHEQX
- 1D
- 0.75%
- 1M
- -5.47%
- YTD
- -4.94%
- 6M
- -2.73%
- 1Y
- 7.14%
- 3Y*
- 9.50%
- 5Y*
- 6.83%
- 10Y*
- 8.72%
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JACSX vs. JHEQX - Expense Ratio Comparison
JACSX has a 0.33% expense ratio, which is lower than JHEQX's 0.58% expense ratio.
Return for Risk
JACSX vs. JHEQX — Risk / Return Rank
JACSX
JHEQX
JACSX vs. JHEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2060 Fund (JACSX) and JPMorgan Hedged Equity Fund Class I (JHEQX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| JACSX | JHEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.72 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.10 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.07 | +0.65 |
Martin ratioReturn relative to average drawdown | 8.00 | 4.43 | +3.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JACSX | JHEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.72 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.77 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.93 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.84 | -0.21 |
Correlation
The correlation between JACSX and JHEQX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JACSX vs. JHEQX - Dividend Comparison
JACSX's dividend yield for the trailing twelve months is around 2.26%, more than JHEQX's 0.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACSX JPMorgan SmartRetirement Blend 2060 Fund | 2.26% | 2.23% | 2.00% | 1.72% | 1.73% | 4.37% | 1.21% | 2.03% | 3.16% | 2.05% | 0.00% | 0.00% |
JHEQX JPMorgan Hedged Equity Fund Class I | 0.64% | 0.65% | 0.75% | 0.98% | 0.99% | 0.71% | 1.11% | 1.11% | 1.13% | 0.99% | 1.35% | 1.21% |
Drawdowns
JACSX vs. JHEQX - Drawdown Comparison
The maximum JACSX drawdown since its inception was -32.59%, which is greater than JHEQX's maximum drawdown of -18.85%. Use the drawdown chart below to compare losses from any high point for JACSX and JHEQX.
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Drawdown Indicators
| JACSX | JHEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.59% | -18.85% | -13.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -6.92% | -4.29% |
Max Drawdown (5Y)Largest decline over 5 years | -25.29% | -14.34% | -10.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.85% | — |
Current DrawdownCurrent decline from peak | -6.51% | -6.19% | -0.32% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -2.16% | -2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 1.67% | +0.74% |
Volatility
JACSX vs. JHEQX - Volatility Comparison
JPMorgan SmartRetirement Blend 2060 Fund (JACSX) has a higher volatility of 5.84% compared to JPMorgan Hedged Equity Fund Class I (JHEQX) at 2.81%. This indicates that JACSX's price experiences larger fluctuations and is considered to be riskier than JHEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JACSX | JHEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 2.81% | +3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 5.56% | +3.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 10.23% | +5.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.72% | 8.89% | +5.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 9.41% | +6.41% |