JBSSX vs. PLWIX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) and Principal LifeTime 2020 Fund (PLWIX).
JBSSX is managed by JPMorgan. It was launched on Jul 1, 2012. PLWIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
JBSSX vs. PLWIX - Performance Comparison
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JBSSX vs. PLWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JBSSX JPMorgan SmartRetirement Blend 2025 Fund | -1.86% | 13.25% | 5.46% | 16.55% | -15.45% | 8.82% | 11.06% | 18.45% | -6.00% | 15.29% |
PLWIX Principal LifeTime 2020 Fund | -2.23% | 11.32% | 12.21% | 12.23% | -14.36% | 9.05% | 12.70% | 18.40% | -5.72% | 14.96% |
Returns By Period
In the year-to-date period, JBSSX achieves a -1.86% return, which is significantly higher than PLWIX's -2.23% return. Both investments have delivered pretty close results over the past 10 years, with JBSSX having a 6.58% annualized return and PLWIX not far ahead at 6.86%.
JBSSX
- 1D
- 0.08%
- 1M
- -4.95%
- YTD
- -1.86%
- 6M
- 0.08%
- 1Y
- 10.00%
- 3Y*
- 9.18%
- 5Y*
- 4.33%
- 10Y*
- 6.58%
PLWIX
- 1D
- 0.17%
- 1M
- -4.51%
- YTD
- -2.23%
- 6M
- -0.84%
- 1Y
- 7.85%
- 3Y*
- 9.55%
- 5Y*
- 4.70%
- 10Y*
- 6.86%
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JBSSX vs. PLWIX - Expense Ratio Comparison
JBSSX has a 0.30% expense ratio, which is higher than PLWIX's 0.01% expense ratio.
Return for Risk
JBSSX vs. PLWIX — Risk / Return Rank
JBSSX
PLWIX
JBSSX vs. PLWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) and Principal LifeTime 2020 Fund (PLWIX). 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.
| JBSSX | PLWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.07 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.53 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.29 | +0.28 |
Martin ratioReturn relative to average drawdown | 7.07 | 5.82 | +1.25 |
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
| JBSSX | PLWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.07 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.58 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.81 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.51 | +0.20 |
Correlation
The correlation between JBSSX and PLWIX is 0.97, 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
JBSSX vs. PLWIX - Dividend Comparison
JBSSX's dividend yield for the trailing twelve months is around 3.59%, less than PLWIX's 10.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JBSSX JPMorgan SmartRetirement Blend 2025 Fund | 3.59% | 3.53% | 3.27% | 2.75% | 2.05% | 5.11% | 3.42% | 3.15% | 5.49% | 2.04% | 2.15% | 2.13% |
PLWIX Principal LifeTime 2020 Fund | 10.31% | 10.08% | 11.91% | 5.12% | 9.82% | 9.40% | 5.90% | 8.69% | 7.35% | 5.74% | 3.73% | 8.75% |
Drawdowns
JBSSX vs. PLWIX - Drawdown Comparison
The maximum JBSSX drawdown since its inception was -21.91%, smaller than the maximum PLWIX drawdown of -49.07%. Use the drawdown chart below to compare losses from any high point for JBSSX and PLWIX.
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Drawdown Indicators
| JBSSX | PLWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.91% | -49.07% | +27.16% |
Max Drawdown (1Y)Largest decline over 1 year | -6.06% | -5.75% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -20.71% | -19.73% | -0.98% |
Max Drawdown (10Y)Largest decline over 10 years | -21.91% | -20.29% | -1.62% |
Current DrawdownCurrent decline from peak | -5.06% | -4.59% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -3.42% | -5.76% | +2.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.35% | 1.27% | +0.08% |
Volatility
JBSSX vs. PLWIX - Volatility Comparison
JPMorgan SmartRetirement Blend 2025 Fund (JBSSX) has a higher volatility of 2.81% compared to Principal LifeTime 2020 Fund (PLWIX) at 2.61%. This indicates that JBSSX's price experiences larger fluctuations and is considered to be riskier than PLWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JBSSX | PLWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 2.61% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 4.53% | 4.35% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.03% | 7.48% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.68% | 8.22% | +0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.19% | 8.55% | +0.64% |