JAKSX vs. OIEJX
Compare and contrast key facts about JPMorgan SmartRetirement 2060 Fund (JAKSX) and JPMorgan Equity Income Fund R6 (OIEJX).
JAKSX is managed by JPMorgan. It was launched on Aug 30, 2016. OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987.
Performance
JAKSX vs. OIEJX - Performance Comparison
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JAKSX vs. OIEJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAKSX JPMorgan SmartRetirement 2060 Fund | -2.09% | 17.84% | 12.40% | 22.14% | -18.38% | 17.47% | 15.22% | 24.77% | -9.72% | 20.96% |
OIEJX JPMorgan Equity Income Fund R6 | 1.88% | 14.95% | 19.97% | 5.05% | -1.63% | 25.41% | 3.87% | 26.61% | -4.23% | 17.07% |
Returns By Period
In the year-to-date period, JAKSX achieves a -2.09% return, which is significantly lower than OIEJX's 1.88% return.
JAKSX
- 1D
- 2.76%
- 1M
- -5.55%
- YTD
- -2.09%
- 6M
- -0.33%
- 1Y
- 15.58%
- 3Y*
- 14.20%
- 5Y*
- 7.27%
- 10Y*
- —
OIEJX
- 1D
- 0.24%
- 1M
- -3.26%
- YTD
- 1.88%
- 6M
- 4.92%
- 1Y
- 13.40%
- 3Y*
- 14.71%
- 5Y*
- 10.55%
- 10Y*
- 11.69%
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JAKSX vs. OIEJX - Expense Ratio Comparison
JAKSX has a 0.26% expense ratio, which is lower than OIEJX's 0.45% expense ratio.
Return for Risk
JAKSX vs. OIEJX — Risk / Return Rank
JAKSX
OIEJX
JAKSX vs. OIEJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2060 Fund (JAKSX) and JPMorgan Equity Income Fund R6 (OIEJX). 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.
| JAKSX | OIEJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.93 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.34 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.23 | +0.21 |
Martin ratioReturn relative to average drawdown | 6.46 | 5.22 | +1.24 |
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
| JAKSX | OIEJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.93 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.74 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.76 | -0.14 |
Correlation
The correlation between JAKSX and OIEJX is 0.84, 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
JAKSX vs. OIEJX - Dividend Comparison
JAKSX's dividend yield for the trailing twelve months is around 4.36%, less than OIEJX's 10.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAKSX JPMorgan SmartRetirement 2060 Fund | 4.36% | 4.27% | 2.96% | 1.55% | 6.59% | 8.71% | 3.49% | 3.95% | 2.96% | 1.93% | 0.00% | 0.00% |
OIEJX JPMorgan Equity Income Fund R6 | 10.91% | 11.06% | 14.67% | 3.01% | 3.93% | 3.57% | 2.04% | 3.01% | 5.37% | 2.70% | 2.71% | 3.03% |
Drawdowns
JAKSX vs. OIEJX - Drawdown Comparison
The maximum JAKSX drawdown since its inception was -33.11%, smaller than the maximum OIEJX drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for JAKSX and OIEJX.
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Drawdown Indicators
| JAKSX | OIEJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.11% | -36.88% | +3.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.13% | -7.39% | -3.74% |
Max Drawdown (5Y)Largest decline over 5 years | -25.80% | -14.74% | -11.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.88% | — |
Current DrawdownCurrent decline from peak | -6.63% | -5.08% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -5.36% | -3.03% | -2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 2.67% | -0.19% |
Volatility
JAKSX vs. OIEJX - Volatility Comparison
JPMorgan SmartRetirement 2060 Fund (JAKSX) has a higher volatility of 5.80% compared to JPMorgan Equity Income Fund R6 (OIEJX) at 3.96%. This indicates that JAKSX's price experiences larger fluctuations and is considered to be riskier than OIEJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAKSX | OIEJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 3.96% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.00% | 7.87% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.79% | 15.22% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.75% | 14.29% | +0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.92% | 16.77% | -0.85% |